海外研报
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Global Markets Daily: China Oil Demand: A Tale of Micro and Macro Softness (Grigsby/Struyven)
We dig deeper into the recent weakness in China oil demand and its implicationsfor the Chinese economy and oil prices by analyzing China micro and macro
海外研报
2024年08月21日
Budget - Fiscal prudence through reduced capex
The first budget of the newly elected government has chosen to maintain a conservative fiscal approach, despite President-elect Prabowo Subianto suggesting a departure from
海外研报
2024年08月24日
Fixed Income Special European futures rollover outlook Sep-24/Dec-24
The last trading date for Eurex June futures is 6 September and delivery is on 10 September. The first delivery date for Gilt June futures is 2 September. The rollover will gradually start on 27
海外研报
2024年08月28日
Commodity update
Downside risks to iron oreThe iron ore market has been on shaky ground in recent months. Ongoing
海外研报
2024年08月31日
MS It's Friday … and you still have a job
The nonfarm payrolls report could easily be the single most consequential data print for the year … and yet it was not as definitive as it could have been. The
海外研报
2024年09月09日
