海外研报

Regional Industry Focus ASEAN Healthcare

Thailand's fast and furious medical tourism vs. mature growth in Singapore. Singapore and Thailand have become

Is this what data-point dependence looks like?

The poor NFP report and 0.2ppt uptick in unemployment rate brought 10Y UST yields to December 2023 lows (3.8%) and ESTR 1YF1Y to 2.08%. Growth factor

TECHNICAL ANALYSIS

2y UST has staged a relentless downtrend after break below multi-month trend line with a gap. Daily MACD is now within deep

This material should be regarded as a marketing communication

After a relatively well-bid start of the week in rates (and ongoing panic in risk assets), global rates and markets

European Equity Strategy

Barclays Capital Inc. and/or one of its affiliates does and seeks to do business with companies covered in its research reports. As a result, investors should be

The Flow Show The Prime of Strife

Scores on the Doors: crypto 17.2%, gold 16.9%, stocks 8.9%, oil 6.3%, HY bonds 4.7%, commodities 3.3%, cash 3.2%, IG bonds 1.9%, US$ 1.9%, govt bonds -0.8% YTD.

Tactical Derivatives Strategy

Strategy: We recommend bearish investors overlay their positions with aHSY Aug 30th $185/$175 strike 1x2 Put Spread, indicatively paying 0.8%option premiumvs $193.53 ref price, heading into F2Q'24 carnings(confirmed for August 1). Short