海外研报
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Weekly Theme: Jun oil & gas demand; refined products exports stable MoM
China oil demand down in 1H24 while gas improvedAccording to NBS and China Customs data, in Jun'24, China crude oil apparent demand was 15.7mbd/64mnt, -7% YoY/+2% MoM with the monthly throughput hitting the yearly
海外研报
2024年07月20日
Consumption growth contribution lowered notably in 2Q
Consumption growth contribution to GDP declined in 2QGDP growth softened to 4.7% yoy in 2Q, with consumption, investment and net exports
海外研报
2024年07月20日
Europe Economic Weekly Back to cuts when back to school
Weekly view: Time to watch cycling and the OlympicsWe end the week feeling more comfortable again that the ECB will deliver a September
海外研报
2024年07月20日
Global Economic Weekly Bridging the gaps
Global Letter: Bridging the gapsWith markets now pricing more than two Fed cuts this year, and while acknowledging
海外研报
2024年07月20日
Global FX Weekly The weak USD policy
G10. Fed still main USD driver. US election USD impact far from straightforward. Focus on FX tactical opportunities for now.
海外研报
2024年07月20日
Weekly spending update through July 13
Key takeaways• Total card spending per HH was down 1.6% y/y in the week ending Jul 13, according to BAC aggregated credit & debit card data.
海外研报
2024年07月20日
China Online Travel Sector
China online travel sector to grow 15-18% in the next 2 years, driven by sharp outbound growth amidst slower domestic growth
海外研报
2024年07月20日
China: FX outflows accelerated in June
Our preferred FX flow measure shows larger FX outflows of US$69bn in June 2024,vs. US$32bn outflows in May. The current account channel showed faster outflows
海外研报
2024年07月20日
Gold’s unwavering bull market
Global commodities: Gold is breaking out to new all-time highs and continues to surprise even our above-consensus forecasts, both in its upward intensity as well
海外研报
2024年07月20日
Commodity Tracker: mixed signals
Mobility indicators are showing strong seasonal demand. Jet fuel remains a bright spot for oil demand. However, China’s oil demand data is yet to improve. Imports fell 2.3% in the first half of this year, and refinery run rates remain low.
海外研报
2024年07月20日
