W BARCLAYS Equity Research 12 August 2024 European Morning Research Summary Company Research Ageas N.V. (AGES.BR) Buzzi SpA (BZU.MI) Freenet (FNTGn.DE) Jungheinrich (JUNG_p.DE) Rightmove PIc (RMV.L) Unipol (UNPI.MI) ASML Holding NV (ASML AS) ENAV (ENAV.MI) Generali (GASI.MI) Lanxess (LXSG.DE) Spire Healthcare Group PLC (SPI.L) Ypsomed Holding AG (YPSN.S) Bechtle (BC8G.DE) Endeavour Mining (EDV.L) GSK plc (GSK.L) Novo Nordisk (NOVOb.CO) UCB SA (UCB.BR) Industry Research European Banks European Integrated Ene ...

Y BARCLAYS Equity Research 12 August 2024 Americas Small Cap Research Summary Summary of Changes | --- | --- | --- | --- | --- | --- | |-------------------------------|-------|-------|--------|--------------|-------| | | | | Rating | Price Target | | | Target Price Changes | | Old | New | Old | New | | Array Technologies, Inc. | ARRY | ow | OW | 18.00 | 11.00 | | Frontier Group Holdings, Inc. | ULCC | OW | OW | 7.00 | 6.00 | | Hanesbrands Inc. | HBI | EW | EW | 5.00 | 6.00 | | Hillman Solutions Corp | HLMN ...

® BARCLAYS Equity Research 12 August 2024 Americas Morning Research Summary Summary of Changes | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | |-------------------------------|-------|-------|--------------|--------------------|--------|-------|-------------------|-------------------|-------| | Target Price Changes | | Old | Rating \nNew | Price Target \nOld | New | Old | EPS FY1 (E) \nNew | EPS FY2 (E) \nOld | New | | Array Technologies, Inc. | ARRY | OW | OW | 18.00 | 11.00 | 1.05 | 0.69 | 1 ...

FICC Research Economics 8 August 2024 US CPI Inflation Preview (July 2024 CPI) Core CPI expected to have firmed in July We look for firming in July core CPI inflation to 0.21% m/m SA, from an unusually soft 0.06% reading in June. We expect a payback in shelter inflation and less deflation in core goods to drive this acceleration. For headline CPI, we look for a 0.21% m/m SA increase and expect the NSA index to print at 314.817. • We expect US headline CPI to have risen 0.21% m/m SA in July (from -0.06% in J ...

Equity Research Equity Strategy 9 August 2024 CORE U.S. Equity Strategy Food for Thought: Sector Selection for Rate Reduction Over 13 rate cutting cycles stretching back to the 1980s, Healthcare and Staples outperformed most consistently over the 6 months following the first cut, likely because most of these coincided with recessions. In the 2 "soft landing" cycles of the mid-90s, cyclical and growth sectors performed better after the first cut. | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | ...