海外研报
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Power demand is inflecting: 1-1.5% up since the start of the year
Earlier this year (here), we noted that Europe could soon experience an inflection inpower demand (datacenters, electrification). We now point out something that the
海外研报
2024年08月30日
Weekly IMM FX Positioning
This publication was prepared by Bank J Safra Sarasin (BJSS) Trading department. The views or ideas expressed herein are
海外研报
2024年09月03日
GS--Aligning our sector recommendations with the macro environment
We update our sector recommendations. We turned more“defensive” early in the summer, in response to the recent
海外研报
2024年09月15日
Asia Insights
On 26 September, the Politburo of the CCP, China’s ruling party, hosted its September
海外研报
2024年09月29日
Global Metals & Mining_ Rio Tinto agrees counter-cyclical cash offer to acquire Arcadium Lithium
Rio Tinto has announced an agreement to acquire Arcadium Lithium (Not Rated).According to Rio, this represents a counter-cyclical expansion aligned with its
海外研报
2024年10月11日
