海外研报
筛选
Continue to Tread Cautiously
We lower our global demand growth forecast from 1.2 to 1.1 mb/d, driven principally by China where lower economic growth, EVs and LNG trucking weigh
海外研报
2024年08月24日
Equities: Bad cop, good copper
KEY MESSAGESWe initiate three trade ideas to position for upside incompanies involved in the production of transition metals
海外研报
2024年08月24日
Impression from Gov. Ueda's Remarks at the House of Representatives: Quick Comment
Ueda's remarks at the House of Representatives in the morning: Gov. Ueda said that "financial and capital markets at home and abroad have still been unstable, so
海外研报
2024年08月24日
Olympic (Services) Inflation Bump
We expect headline HICP to decline to 2.3% in August ... The flash print for euro area HICP inflation for August will be published on Friday, August 30 at 10am UK
海外研报
2024年08月24日
Barbell IG Position Provides Moderate Yield Pickup
With Asia credit having retraced the spread widening duringthe spike in market volatility earlier this month, the market
海外研报
2024年08月24日
AI: four scenarios-Special
Summary The economic implications of the AI revolution are uncertain. It may take a decade or two
海外研报
2024年08月24日
Earnings Season Monitor – 2Q24 Final Take
With 97% of companies having reported, we publish our final take. A net 16% of companies have beat on EPS, while on a
海外研报
2024年08月24日
US: POST-ELECTION ENERGY CONUNDRUM
Whether Trump or Harris, the next President faces an uphill battle in unlocking new energy supplies, especially if the focus is on cutting inflation
海外研报
2024年08月24日
Currency and gold watch
Still on holiday, GREED & fear senses that the excitement generated by the yen carry trade unwind has all but
海外研报
2024年08月24日
Reasons behind global stock market plunge, implications of strong dollar for US election
Global stock markets fell sharply at the beginning of August, with Japanese stocks experiencing the steepest drop. Although I was not among those who were able to
海外研报
2024年08月24日
