GlobalMacroThoughtsFOCUSCashiskingFICCResearchGlobalMacro29April2024TheGMTwillreturnintwoweeks'time,followingearlyMaypublicholidays.AjayRajadhyaksha+12124127669ajay.rajadhyaksha@barclays.comBCI,USMaxKitson+44(0)2035552386max.kitson@barclays.comBarclays,UKKaanhariSingh+85229032651kaanhari.singh@barclays.comBarclaysBank,HongKongWherenotedinthesourcenotes,theviewsexpressedwithinthisreportaretakenfrompreviouslypublishedresearch.Forfurtherdetail,includingimportantdisclosuresandanalystcertifications,pleasefollowthelinksoneachpageandonpage8.ThisdocumentisintendedforinstitutionalinvestorsandisnotsubjecttoalloftheindependenceanddisclosurestandardsapplicabletodebtresearchreportspreparedforretailinvestorsunderU.S.FINRARule2242.Barclaystradesthesecuritiescoveredinthisreportforitsownaccountandonadiscretionarybasisonbehalfofcertainclients.Suchtradinginterestsmaybecontrarytotherecommendationsofferedinthisreport.PLEASESEEANALYSTCERTIFICATIONSANDIMPORTANTDISCLOSURESBEGINNINGONPAGE9.Completed:29-Apr-24,10:58GMTReleased:29-Apr-24,11:02GMTRestricted-ExternalRestricted-ExternalTheworldataglance•USDJPYgoesparabolicbeforecrashing,whileChinesestocksfinallyoutperformtheWest•BigTechearningssavetheday,amidstwildday-to-daygyrations•ChairPowell’spressconferenceislikelytostrikeahawkishtone•Makingsenseofitall229April2024Restricted-Ext...
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