海外研报

Barclays_Euro area inflation forecast update Energy in the driver's seat_20240923

The details of August EA HICP show underlying core goodscontinue to normalise higher, despite the downside surprise,

GS--Asia-Pacific Portfolio Strategy: Asian equity market daily update01

The MXAPJ Index rose 1.3% today. China and Hong Kong markets outperformed,while Australia and India markets underperformed. Within MXAPJ sectors, Cons

Asia FX Talk - Softening activity in Europe

Fed speakers yesterday indicated that the Fed has more work to do in terms of ratecuts, but the size and pace is yet to be determined even as their combined

GS--Trackers 101 - One of the more underappreciated

A solar tracker is a device which a solar panel is mounted on that moves the solarpanel to follow the sun’s path across the sky. This allows for more sunlight to be

All That Glitters

Gold prices traded at fresh all-time highs on Friday, closing well above the $2600/oz barrier. The rally in gold seems unstoppable at this point and resets on the all-time-high are becoming a

A Fresh Coat Of Paint

After widespread speculation on social media, a Chinese zoo has finally admitted that their “panda bears” are actually “panda dogs”. Or, well, just some regular dogs with painted furs. In similar

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

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

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

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

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