海外研报

GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?

Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.

FX--About the relationship between oil prices, inflation and rate expectations

About the relationship between oil prices, inflation and interest rate expectations //New Zealand central bank is stepping up the pace // PLN, CZK, HUF: Signs ofrecovery // Not much new from the Mexican inflation data?