海外研报
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Steel prices are down, but the consumer pays a green premium
Steel prices have fallen, but green steel at a premiumSteel prices have been under pressure in Europe and the US. Yet a decline of EU
海外研报
2024年08月22日
LONG CARRY, SHORT TREND
Powell's Jackson Hole speech gave a strong indication that inflation is no longer the tail risk for the Fed and that it is the health of the labour market that is now paramount. While the dual
海外研报
2024年08月29日
Why the BoJ isn’t done raising rates
August 5 was an ugly day, especially for Japan. The Nikkei 225 dropped 12.4%, more than any
海外研报
2024年09月05日
GS--Inflection in volumes on the horizon; eyes on the German market over H2
German onshore wind roll-out is turning a corner. By 2030, Germany targets 115GW of onshore wind capacity, which requires a run rate of ~8 GW pa. While delivery
海外研报
2024年09月10日
Macro & Strategy Flash
The ECB cut its deposit rate by 25bp to 3.5% as widely expected. It also narrowed the corridor between the deposit and the main refinancing rate to 15bp as previously announced. President Lagarde did not give
海外研报
2024年09月13日
PM_EMASIA18Sep24
Indonesian export growth surprised comfortably to the upside in August, accelerating to a 19-month high of
海外研报
2024年09月19日
