海外研报

gs--Lithium - supply cuts provide floor in the near term

According to Reuters (link), CATL plans to make adjustments on its Jiangxiintegrated lepidolite-to-lithium carbonate production. While there is lack of clarity on

GS--Global Markets Daily: Historical Yield Curve Dis-Inversion Episodes and Cross-Asset Performance

In the past couple of weeks, the US 10s2s yield curve dis-inverted for the first ntime since July 2022 following a more dovish repricing of central bank cutting

UBS--Copper: Flying high on stimulus expectations CIO View

• LME copper prices have surged above the USD 10,000/mt mark,

GS--KOSPI declined 3% amid sustained weakness of Samsung Electronics

KOSPI declined 3% wow amid sustained weakness of

MS_US CPI Preview- Slight Deceleration_20241004

We expect core CPI at 0.26% in September (0.2%M cons,