海外研报
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Mizuho China Weekly Outlook
China’s high-frequency indicators for July were mixed. On one hand, steel-related activity has eased further, with rebar prices hitting a new low since 2017 (Fig 8) and crude steel production declining at a
海外研报
2024年07月31日
ISM Services PMl At Odds With ManufacturingCounterpart
The lSM services PMl surprised positively in july. The headline index expanded 2.6 ppts to 51.4, reversingMay's fastest pace of contraction in four years.
海外研报
2024年08月12日
What about Trump and China?
According to BCA Research's Geopolitical Strategy service, Trump's brand, legacy, and populist movementare based on the
海外研报
2024年08月15日
GS EUROPEAN EXPRESS: Chemicals
Chemicals – unseen trade tensions – Many investors we speak to are consideringthe implications of the US election and the potential for broad-based tariffs on US
海外研报
2024年08月23日
High Frequency Monitor Safety net
Global equities rallied on a prospective Fed rate cutThe MSCI AC World Index rallied +1.7% last week on expectations the US Fed rate cut
海外研报
2024年08月27日
Blackwell Concerns Prove Overblown but +$1B Beats No Longer in Style
We get why investors may pick at this print from a superficial perspective but think that updateson key issues all leaned more positive. On one hand, guidance was lighter than the $2B beat the
海外研报
2024年08月30日
