海外研报

The Start of a New Cycle

The Fed finally cut rates on Wednesday and 2-year yields finished the week higher, 10s didn’t have the decency to rally on Fed day, and according to the Bloomberg WIRP function, the market is pricing in

Bitcoin – Rise of the phoenix

Digital asset markets, particularly Bitcoin (BTC), are focused on the 5 November

GS--China Staples_ Pet food monthly_ Sep-24_ Moderating before Double 11

In this monthly pet food tracker, we monitor: 1) domestic demand for pet food; 2)ASP trajectory and competitive dynamics within product/channel mix shifts; and, 3)overseas demand and monthly cost tracker.