海外研报

Ferrous Tracker: Drop in Steel Output Hits Iron Ore Consumption

The Platts 62%Fe iron ore index (CFR China) returned to $99.3/t yesterday (8thAugust), down 4% from last Friday.

European Banks How Far Can Banks Fall?

CITI'S TAKE SX7P is -10% in just three days, following weak US economic data and increasing fears of a global hard landing, but does appear to have found a

US MARKET INTELLIGENCE:MORNING BRIEFING AUGUST 8,2024

and VIX @ 28.43.US: Futs are off small with NDX unchanged, JPM FX Strategists see the carry unwind -75%complete, Pre-mkt, Mag7 and Semis are providing support, Bond yields are down 2-

2Q24 Earnings Update: Return of the Macro

2Q24 earnings has been mostly good news but not enough toshrug off deteriorating macro; breadth of EPS beats and Y/Y