海外研报
筛选
How Deep Will The Recession Be?
According to BCA Research's Global investment Strategy service, the next US recession will not beparticularly deep. However, our colleagues do not buy that structural imbalances are so slight that the USeconomy will avert a downturn
海外研报
2024年08月12日
Loans To China's Real Economy Contracts For First TimeIn Two Decades
Aggregate financing missed expectations, growing CNY 0.8bn to CNY 18.9bn in July on a YTD basis. Newloans grew CNY
海外研报
2024年08月15日
Ferrous Tracker: 1% of Steel Mills Profitable; Recovery Rally Unsustainable
The 62%Fe iron ore index stood at $97/t today (22nd August), marking a 6%recovery from the 21-month low of $92/t reached last Friday.
海外研报
2024年08月23日
Basis Trade Growth Is Massive
(Bloomberg Intelligence) -- Leveraged net shorts of Treasury futures have surged to a historic $1.1trillion in notional value, accelerating 38% in the past four months. While the record short position
海外研报
2024年08月27日
VISIBILITY ON THE IRAN VS ISRAEL REPRISE: NO OIL SHOCK
It was never a matter of ‘if’ – rather only ‘when’ and ‘how’ – Iran and its “axis of resistance” would retaliate againstIsrael after last month's strikes. From an investment perspective, the key question remained whether this latest
海外研报
2024年08月30日
