海外研报
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Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption
The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.
海外研报
2024年08月10日
Global FX Trader Too Much Shade on the Carry Trade
n JPY: Carry not so scary. Since the sharp sell-off in USD/JPY that started onFriday and accelerated through Monday alongside broader market volatility, the
海外研报
2024年08月10日
It's positioning, stupid!
US jobless claims were down by 17,000 to 233,000 in the week that ended 3 August. The drop was
海外研报
2024年08月10日
GS TWIG Notes: This Week in Global Research - August 9, 2024
Labor data, recession risk, the Fed, and the path aheadn In the US, David Mericle raised our 12-month recession odds to 25% (from 10%)
海外研报
2024年08月10日
Reflecting On 2Q24 Earnings Amid An Uncertain Macro... Investor sentiment; market color
Correlations and volatility spiked during a dizzying week of sentiment whippingaround on recession risks (still low and still-data dependent, as per the latest from
海外研报
2024年08月10日
Market Intelligence: US Morning Update
Stocks in Asia closed higher Friday, ending a relatively volatile week on a calm note.South Korea and Taiwan outperformed, with tech stocks advancing on the back of
海外研报
2024年08月10日
Mexico: Firm Industrial Production in June Driven by Construction and Utilities; Weak Manufacturing
Bottom Line: Industrial production expanded 0.4% mom sa in June, slightly aboveconsensus for a milder expansion. The IP increase in June was solely driven by
海外研报
2024年08月10日
THE EUROZONE ECONOMIC MONITOR
Swiss industry likely had another tough quarter in Q2 and services turnover data to May disappoint.
海外研报
2024年08月10日
Russia: Inflation rises to 9.1% due to utility increases as expected
Bottom Line: Rosstat published its estimate for July inflation and in line withconsensus and our estimates it was reported at 9.1% yoy. While this was a sharp
海外研报
2024年08月10日
Brazil: Consumers help lift 2024 growth estimate, but 2025 outlook has weakened
Recent industrial production and retail sales data point to strong consumptionfueled growth in 2Q24, with a carryover effect leading us to upgrade our 3Q24
海外研报
2024年08月10日
