海外研报

GS--Oil Tracker: Prices Retreat, Risks Remain

Brent crude prices retreated almost $4/bbl from Monday’s highs to $77/bbl as Chinapolicymakers did not provide details on the size of stimulus, and as Israel continues

GD--COMMODITIES: IS THE AUTUMN RALLY ‘REAL’?

Shifting macro currents have lifted the mood for commodities, removing the excess pessimism that built over the summer and reviving hopes for a pickup in global demand.

Jefferies--China Macro Chat: NDRC conference miss; what shall we expect?

Tuesday's NDRC conference disappointed investors on incrementalpolicies and dampened their expectations on potential fiscal stimulus.

China: Industrial profits rose sequentially in June

China’s industrial profits and revenue rose by 3.9% yoy and 2.9% yoy, respectively,in June, from +0.5% yoy and +4.1% yoy in May. In sequential terms, industrial