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STRONG DOLLAR PROBLEM. JOIN US LIVE

This is an extremely important and off-consensus theme that we've been fixated on for over a year. How thestrong dollar is dealt with by the US will have global economic ramifications, we even see the potential for a new
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Global Earnings Revision Ratio Hint of softness

Global Earnings Revision Ratio moderated in JulyIn a hint of softness in earnings expectations, the Global Earnings Revision Ratio
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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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Trade Close: Close Options Recommendation in TSLA, EW, IBM, CMG

We close our recommendation to buy TSLA calls. We close our 5-Jun, 2024recommendation to buy TSLA Aug-24 $175 calls at a gain following their earnings.
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How inflationary are Trump’s tariffs?

Trump’s 60/10 tariff proposal could raise prices by 1.8% over two years, absent second-round effects• Supply chain disruption and adjustment costs risk elevating these inflationary costs
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Pool Corp. (POOL): 2Q24 First Take

2Q EPS Beat Led by Revenue: Pool Corp reported 2Q EPS of $4.99, above our$4.92 estimate and FactSet consensus of $4.91. The outperformance was primarily
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FX7 Charts What does Fed easing mean for the dollar?

The dollar’s reaction to Fed easing cycles has varied enormously in the past 40 years. In 1985, the dollar fell a long way, but not until four months after the first rate cut. In 1989, it started falling
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Asia-Pacific Portfolio Strategy: Asian equity market daily update

The MXAPJ Index dropped 0.9% today. Taiwan and India markets outperformed,while Australia and Korea markets underperformed. Within MXAPJ sectors, Utilities
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Americas 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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First Take: GoOGL...

GO0GL +2.7% post mktSolid numbers across the board - with everything (ex YouTube ads) basically in-line-to-better - butexpectations were high, so
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