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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
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Global Markets Daily: US HY Is an Imperfect Election Instrument (Rogers)

While the ongoing market correction has taken center stage in recent sessions,the policy implications of the US elections remain a key topic among investors.
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Midday Market Intelligence: seeking

...a levelTuesday’s calm seems to be carrying over on Wednesday, with markets seeming toshed some of the worry seen earlier in the week, while still remaining cautious. A
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No smoking gun

Bottom line• The Q2 labour market data was stronger than our expectation. The unemployment rate rose from 4.3% to 4.6%, below our forecast of
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MORNING BRIEFING INTERNATIONAL MARKET INTELLIGENCE

Asia Trade: APAC stocks (0.8%) continued their recent rebound this moring. in Japan, NKY(1.296) recovered from carly losses and was boosled by Uchida's commenls that BOJ
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Macro at a Glance: Latest views and forecasts

n Revised our Fed policy path expectations to include a string of consecutive 25bpcuts in September, November, and December (vs. quarterly cuts previously) as
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Global Markets Daily: The Path for US Rates from Here (Marshall/Zu)

The US front-end incorporates significant downside risk to our expected Fedpath, while 10y yields sit about 30bp through our year-end forecasts. We see
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The Pocket Chartroom November 1999 Prospects for a Soft Landing: Hoping for the Best

This Month’s OverviewMain Points 1
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Downgrade Retail to Neutral: 2Q24 Promos Suggest Weakening Demand

We downgrade Retail to Neutral from Positive on erosion ofinventory margin recapture as promos intensify and demand
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30y JGB auction preview: Market turbulence liable to weigh on sentiment

・ Greater clarity on the BOJ JGB purchase tapering frontThe BOJ's "detailed plan" for tapering back its JGB absorption released on 31 July points
海外研报