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Downside Risk to Prices

We still forecast a $75-90 range for Brent given our base cases of trend-likegrowth in GDP and oil demand (under steady US policies), and OPEC+ market
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Olympic truce?

The 2024 Olympic Games open today in Paris, bringing with the sporting events the ancient tradition of the Olympic Truce for the next fortnight or so.
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Singapore: A patient MAS bodes well for the SGD outlook

The MAS left its monetary policy setting unchanged in July, as widely expected. There is no change to the slope, width, or level of the S$NEER policy band.
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Interest Rates Daily

The short-lived US GDP sell off could not derail easing expectations, but pressure mounts on next week’s releases.  The 2.50% floor for the ECB endpoint should hold,
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UK Weekly Kickstart A rotation that favours the UK

Is the UK finally outperforming? Yes, the UK hasoutperformed in the recent global equity market setback,although the biggest rotation has been into the Russell2000/small caps in the US.
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Whatever it takes: the 12th anniversary

It was the best of times, it was the worst of times, it was the age of crisis, it was the age of foolishness, it was the epoch of spreads, it was the
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US growth pick-up but dimmer Europe outlook

US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
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China: Industrial profits rose sequentially in June

China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial
海外研报

US growth pick-up but dimmer Europe outlook

US election: Harris steps in, but Trump still more likelyWhile the prediction market-implied odds of Democrats winning the White House
海外研报

New Candidate, Same Implications

To project the impact of elections on the markets, we typically frame scenarios. But we could never have dreamed up the truly wild month we just went
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