China Follows US Rate Cut Immediately
A sudden economic spring breeze is sweeping across the global job market, especially in our China. With the impact of the United States' interest rate reduction policy spreading worldwide, our China i...
Middle East Tensions Spike Market Nerves, Brent Oil Reclaims $80
Brent crude oil prices soared past $80 per barrel, reaching their highest level since August, due to escalating tensions in the Middle East that have sparked speculation about a potential Israeli atta...
"Strong Non-Farm Jobs Dampens Fed Rate Cut Expectations, US 10-Year Yields Hit 4%"
On Monday, U.S. Treasury prices across all maturities plummeted, exacerbating the bond trading collapse triggered by strong labor market data, pushing the U.S. Treasury yield curve significantly highe...
Fed's Musalam: Patience Needed, Avoid Hastily Easing Monetary Policy
St. Louis Federal Reserve President Alberto Musalem has stated that he supports the U.S. central bank's decision to lower interest rates by half a percentage point last month, but emphasized that he p...
View on High Dividends & Gold Correction
Recent adjustments in safe-haven assets reflect more on positioning and capital factors, with the dominant logic remaining unchanged.In our outlook for the second half of 2024, "Major Asset Classes 20...
Copper: Strong Fundamentals Suggest Soft Landing
After breaking through the high of $11,000 per ton, copper prices have given back most of their gains, with the current price of $8,900 per ton only a step away from the starting point of $8,500 per t...
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