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GS-- Sept 23rd; Weekly Index Encouragingly Improves W/W,
step-back after seeing last week’s rather large East Coast increase from 5 to 21 asthis potentially indicates efficient/fluid port throughput (Exhibit 6). While the
海外研报
2024年09月25日
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
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2024年09月25日
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
海外研报
2024年09月25日
GS--Discussing key debates and updating our trackers ahead of F1Q results
Ahead of NKE’s F1Q result scheduled for October 1st, we discuss
海外研报
2024年09月25日
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
海外研报
2024年09月25日
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
海外研报
2024年09月25日
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,
海外研报
2024年09月25日
GS China Economics Outlook_ September 2024 [Presentation]
Current state of the economy:
海外研报
2024年09月25日
GS--Global Markets Daily: The UST Buyer Mix around the First Cut (Pereira)
nmoney funds. Levered demand (proxied by the “households” flow of funds
海外研报
2024年09月25日
