海外研报
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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
GS--The consumer, savings and stock performance
UK households benefit from positive real incomegrowth; the latest labour market data show private sector
海外研报
2024年09月22日
JPM_EMFX_20241007
:tshould have [17.60504 daspii the monuous MFP prin! on Fndry which(this oeportunily lo add lo
海外研报
2024年10月11日
