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Europe Trembles At the Trump Tremor
The rising odds of a Trump victoryin November are weighing on theperformance of European equities.Investors fear a resumption of thetrade wars that dominated the frstTrump presidency.
海外研报
2024年07月25日
TECHNICAL ANALYSIS
2y UST has recently revisited March low of 4.40% which remains an interim support. A brief rebound is taking shape, but it would be
海外研报
2024年07月25日
RATES & FOREX RESEARCH FOR CORPORATES
US 2Q GDP on Thursday, June PCE inflation on Friday. Euro and UK preliminary PMIs on Wednesday, Canada second rate cut in the balance. Hungary CB SG f/c no change, consensus -25bp. Turkey CBRT f/c on hold.
海外研报
2024年07月25日
Euro Area—Measuring Underlying Inflation (Vashkinskaya/Stott)
Underlying inflation in the Euro area remains in focus as one of the three criteriaused by the ECB’s Governing Council to set monetary policy. To analyse the
海外研报
2024年07月25日
2Q24 First Take: Beat supported by overlifts and gas marketing
Equinor reported 2Q24 results this morning (July 24), with group operating incomeat US$7,483 mn, +8% above company-complied consensus of US$6,959mn, and
海外研报
2024年07月25日
Beyond the Ballot: Existing in the Context…
President Biden’s decision not to seek reelection and the coalescing around Vice President Kamala Harris as the Democratic nominee have upended the US election campaign.
海外研报
2024年07月25日
SOFR trimming
The Fed has announced plans to make some technical tweaksto the SOFR calculation. The resulting rate is little different,
海外研报
2024年07月25日
Benign credit, rate cuts: Who benefits in equity space?
Credit markets are in good health despite some distressed HYsituations, which continues to backstop equities. Amid a
海外研报
2024年07月25日
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
海外研报
2024年07月25日
Options Opportunities in the Momentum and Growth Sell-off
Along with modest weakness in the US equity market over the past week, theMomentum factor saw a reversal in trend (-1.8% vs. +15.0% YTD) and Growth
海外研报
2024年07月25日
