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EA HICP: NO GREEN LIGHT FOR SEPTEMBER CUT, BUT SERVICE INFLATION SLOWS

July flash HICP for the Euro Area (EA) gives the ECB no green light to cut in September yet, but progress onservice disinflation is encouraging. Amid adverse base effects in energy inflation and increasingly less supportive

海外研报 2024年08月01日

Retail Radar Who bought the dip today?

For the latest data, including intraday updates, visit Investable AI/Data Analytics. • Retail participants were aggressive net sellers today, with much of the

海外研报 2024年08月09日

Coal Tracker: Natural gas-driven coal rally has overshot fundamentals

In the past three weeks, the physical API2 price rallied to 123 USD/t, 21% upfrom its July 2024 low, while the Newcastle coal price rallied by 9% to 145

海外研报 2024年08月21日

The Euro’s powering a balance of payments boom

My colleague Fabien Bossy sent me the chart (below) of the Eurozone current account this morning. Europe’s current account surplus reached EUR 51bn in June, EUR 370bn (2.5% GDP) in

海外研报 2024年08月24日

Chart Spotlight – Growth surprises matter

The growth outlook has taken on increased importance. CPI used to be the only game in town for policy decisions. But at the July meeting the BoC pivoted more dovish and made two notable

海外研报 2024年08月28日

Gauging downside risks to USDCNY from potential

Investors have been increasingly concerned about further CNY appreciation againstUSD, especially for potential USD selling by Chinese exporters. Specifically,

海外研报 2024年08月31日

MS - July Personal Income & Spending

Core PCE prices up 0.16% in July (annual rate at 2.6%Y), in line with expectations. The 3-month pace of core inflation is now at

海外研报 2024年09月09日

GS--The 720: China’s Capacity, China+ Conference Takeaways

China’s Capacity - GS China+ Conference 2024 Key Takeaways: Cyclical inflection inproducers’ eyes. We hosted a panel on producers’ feedback on China capacity. The

海外研报 2024年09月12日