海外研报

Economics Focus

On Sunday at 20:00 CET, we should have a broad idea of the make-up of the National Assembly. At around 22:00 CET, we will likely have a fairly clear view on the final make-up.

US Daily: June CPI Preview (Hill/Walker)

We expect a 0.21% increase in June core CPI (vs. 0.2% consensus),corresponding to a year-over-year rate of 3.43% (vs. 3.4% consensus). We

Ocean Rates Rise But What’s Driving? Impacts Possible for transports and Broader Supply Chain

Bottom line: Ocean rates have increased 3.5x and 4.5x per container on theeast coast and west coast, respectively, since the Red Sea disruption began in

The W&W Indicator falls to marginally bullish in Jun

Indicator falls to the “marginally bullish” zone in JunThe monthly and weekly average of BofA China A-share Wax & Wane Indicator in Jun