海外研报

GS China Economics Outlook_ September 2024 [Presentation]

Current state of the economy:

JPM_Commodity Market Positiong & Flows_20240924

The estimated value of open interest across global commodity marketsjumped by 2% WOW to $1.37 billion, led by price driven gains acrossenergymarkets alongsidecontractinflows across precious metals and agrimarkets (as of 20 Sep, Table 1,

JPM_Cryptocurrency Markets_20240924

10 31001 10n03U.S. Spot Ether ETP Flows

JPM_Japan - BoJ on Track_20240920

The BoJ kept the policy rate unchanged at 0.25%, as waswidely expected. The statement was also broadly unchanged,with

MS_Charts That Caught My Eye_20240924

A guiding principle at Morgan Stanley Research is to enhance your investment process by delivering unique insights that

GS--Discussing key debates and updating our trackers ahead of F1Q results

Ahead of NKE’s F1Q result scheduled for October 1st, we discuss

September_RBA_Board_meeting_and_SMP

The RBA Board left the cash rate unchanged (as was widely expected) and retained a hawkish tone to the post-meeting statement, with data since the

The Final Phase of the Disinflation Process With Positive Ef

Is high inflation good for a currency, or low inflation? Those who trade currencies day

Mizuho China Weekly Outlook

China’s fiscal income saw a faster decline in August, reflecting a further slowdown in economic activity. Government revenue fell 2.8% YoY in August, compared to a 1.9% drop in July. This accelerated decline

Four influential changes from the jointed press conference

At yesterday’s press conference held jointly by the PBoC, the National Financial Regulatory Administration (NFRA), and the China Securities Regulatory Commission, regulators addressed market concerns about the economy with a