海外研报

Citi_The Point for North America Thursday, 10 October 2024

We are initiating coverage of four regional banks that have garnered increased investor interests following their respective M&A transactions (regarding BANC, SSB, and UMBF) along with profitability improvement trends (SNV). Overall, we

GS--Global Markets Daily_ The FX Playbook for Rate Path, Rate Vol, and US Exceptionalism

The end of Summer brought relief to pro-cyclical assets and a broadly weaker nDollar as the combination of still-resilient US growth and the Fed’s dovish pivot

Weekly commentary

Leaning into income in fixed income• Total income has returned to credit thanks to higher-for-longer interest rates.We prefer pockets of credit where investors are better compensated for risk.

Exposure to Big Tech impacted 1H results

Our US Regime Indicator (based on a three month moving average of the underlying raw indicator) continued to improve in June, but the underlying raw time series declined for a

European Morning Research Summary

This summary is compiled from research reports previously published by Barclays Equity Research. A full list of all publications is available on