Article

New Commodity Supply-Demand Paradigm: Differentiation Remains Key

Abstract: The recent downturn in commodity prices is in stark contrast to the first half of the year.In the first half, we observed a more tangible supply constraint brought about by insufficient upst...

May-06 , 2024 685 reads

Article

Bank of England Governor Bailey: Low Rates Unlikely to Return Unless Major Shock

Bank of England Governor Andrew Bailey has stated that unless the UK encounters another financial crisis or an economic shock on the scale of the pandemic, interest rates in the country are unlikely t...

May-06 , 2024 635 reads

Article

US Stock Outlook: Futures Fall, Fed Cuts May Trigger "Melt-Up

1.On September 24th (Tuesday), before the U.S. stock market opened, the three major U.S. stock index futures all fell.Dow futures fell by 0.03%, S&P 500 index futures fell by 0.05%, and Nasdaq futures...

May-02 , 2024 673 reads

Article

How Much Interest Rate Cut is Enough?

In the anticipation of the market, the Federal Reserve has started a new round of rate cuts with an "unconventional" reduction of 50 basis points (bp), officially ending the tightening cycle that bega...

May-01 , 2024 606 reads

Article

Famous Private Equity: Policy Beyond Expectations May Boost Stock Market

On Tuesday this week (September 24th), the Shanghai Composite Index surged by 4.15%, marking its largest single-day gain in over four years; the Shenzhen Component Index rose by 4.36%, and the ChiNext...

Apr-27 , 2024 534 reads

Article

Yen Falls Below 160; Japan Announces Selling US Debt

Being an adversary of the United States is dangerous, but being an ally of the United States can be fatal.Japan, as an ally of the United States, has been dedicated and has contributed almost everythi...

Apr-25 , 2024 570 reads