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JPM_Commodity Market Positiong & Flows_20240924
The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,
海外研报
2024年09月25日
MS_Charts That Caught My Eye_20240924
A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that
海外研报
2024年09月25日
GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,
step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the
海外研报
2024年09月25日
Global Strategy Weekly
I must apologise for falling asleep on the job. I hadn’t spotted that the US personalsaving ratio (SR) had slid all the way back to what I would describe as crisis levels.
海外研报
2024年09月27日
GS--Asia Views: The Fed opens the door, and the PBOC walks through
1. The People’s Bank of China announced a combination of monetary easingsteps this week. These included: a 20bp repo rate cut and a 50bp RRR cut (double
海外研报
2024年09月27日
GS--Global PMI Monitor: Softer Future Expectations (Dong)
The DM composite flash PMI fell by -0.9pt in September to 52.9; the omanufacturing component declined by -0.9pt to 47.0 and the services
海外研报
2024年09月27日
Global Transportation_ De-globalization_ Why the center of gravity in world trade isn't
investor concern about the Logistics & Shipping industry is the extent to which this is driving a
海外研报
2024年09月27日
Pattern recognition (beyond rates) – How asset markets behave into and through a cutting cycle
This communication has been prepared by RBC Capital Markets Rates Trading/Sales personnel for your information only and is not a research report
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2024年09月27日
GS--USA: New Home Sales Decline by Somewhat Less Than Expected
BOTTOM LINE: New home sales declined by somewhat less than expected in
海外研报
2024年09月27日
