海外研报
筛选
The Point for Asia Pacific
TopCallChina Multi-Asset - All Eyes on Third Plenum; Plus Buy Export & CommodityPlaysIn the run-up to China’s much-anticipated Third Plenum on 15-18 July, our
海外研报
2024年07月04日
China’s Third Plenum provides little support to metals
Last week’s key Communist Party meeting failed to lay out morepolicies to prop up demand for metals and we expect copper and
海外研报
2024年07月30日
Weekly spending update through July 27
Key takeaways• Total card spending per HH was up 0.1% y/y in the week ending Jul 27, according to BAC aggregated credit & debit card data.
海外研报
2024年08月02日
TECHNICAL ANALYSIS
2y UST experienced a steep down move after break below multi-month ascending trend line and recently revisited May 2023 low of
海外研报
2024年08月14日
Global FX Positioning: Short DXY Positions Stretched. Broad USD Positioning Short - Not Stretched
In the week ending Friday, August 23, options pricing data indicate investors added long NZD and GBP positions and increased short USD (DXY) positions. In futures,
海外研报
2024年08月29日
