海外研报

TotalEnergies SE

Total has reduced the share of petroleum productsin its sales from 65% in 2015 to 44% in 2021 and aims to bring it down further to 30% in 2030. By

Global Rates Trader Risk Relaxation

Last week’s labor market surprise gave way to broader market tremors as the weekbegan, but relatively benign data out of the US appears to have helped calm rates

US July CPI preview: Further easing

KEY MESSAGES• We expect US core CPI to extend its recent run of favorable prints with a 0.19% m/m gain in July (report released on 14 August).

Macro at a Glance: Latest views and forecasts

Globally, we expect real GDP growth of 2.7% yoy in 2024, reflecting tailwindsfrom real household income growth, a gradual recovery in manufacturing activity,

China: plotting the way ahead for USD/CNY

The recent turnaround of the CNYThe CNY has made a sharp turnaround against the USD in August after being

The Harris Bounce US special

Summary With Kamala Harris on top of the Democratic ticket, the odds for the Democrats have dramatically improved. After weeks of media hype and her nomination at the Democratic