海外研报

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

Seeking Certainty Amid Change

We expect a range-bound market in near term, as recent rallyhas largely priced in the positive developments since February.Despite positive policy pivots, we caution against persistentdeflation pressure and rising complexity from trade protection

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01

The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons

SocGen_Asia Equity Market Arithmetic Sentiment turns cautiously pessimistic o

◼ Last week was a good one for global equities, particularly DM as Japan led the way (again) and

SocGen - Fixed Income Special - Convergence in sovereign greeniums

The greeniums of sovereign green bonds have generally converged between 1 and 6bp, reflecting a more stable and mature green bond market.

GS--This Week in Asia-Pacific Macro: 23 - 29 September (Audio)

A quick summary of our macro insights on the past week’s developments andupcoming events in Asia-Pacific — including economic data, central bank policies,

XCCY Weekly 2024-09-20

• A heavy week on the central bank front. The Fed delivered a hawkish 50bp cut, while the BoE and the BoJ left their

MS--Valuation Chartbook – September 2024

Key TakeawaysGlobal Staples slightly re-rated on an absolute basis in the last 4W to 20.1x N12MP/E, led by ROW Staples while EU and US valuations were broadly flat