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中国煤炭:2025 年实地需求监测—— 动力煤生产与库存
2025-08-25 01:40
Flash | 21 Aug 2025 03:58:14 ET │ 9 pages Jack Shang, CFAAC +852-2501-2441 jack.shang@citi.com Anna Wang China Coal 2025 On-ground Demand Monitor Series #124 – Thermal Coal Production and Inventory CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on a demand recovery has been largely cautious. In this note, we enclose weekly data from Sxcoal, a consultant, on 100 sample China thermal coal mines' production and inventory da ...
中国出口追踪:高基数带来的挑战
2025-08-25 01:40
V i e w p o i n t | 21 Aug 2025 21:26:47 ET │ 10 pages China Economics China Export Tracker (16): High Base to Kick In? CITI'S TAKE We update our high-frequency trackers of Chinese exports up to Aug 20th . Tail risks for US-China tariffs could be largely defused, while uncertainty remains on US demand. China's overall cargo throughput remained stable but is softening in year-on-year terms as the high base from last year gradually kicks in. +852-2501-2792 xinyu.ji@citi.com Yuanliu Hu AC +852-2501-2746 yuanli ...
中国材料:2025 年实地需求监测—— 铝库存与消费
2025-08-25 01:40
Flash | 21 Aug 2025 13:07:25 ET │ 10 pages China Materials 2025 On-ground Demand Monitor Series #125 – Aluminum Inventory and Consumption CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectation on demand recovery has been largely cautious. In this note, we enclose weekly data from Mysteel, a consultant, on China aluminum ingot and billet production, inventory, and apparent consumption data during the week of 14th to 20th August 2 ...
全球经济展望与策略:关税仍是核心问题
2025-08-25 01:38
V i e w p o i n t | 20 Aug 2025 08:41:26 ET │ 27 pages Global Economic Outlook & Strategy Tariffs Remain Front & Center CITI'S TAKE The global economy has shown continued resilience. Growth during the first half of the year slowed to 2½%, down from near 3% last year. But consumers and firms have absorbed tariff-related pressures surprisingly well, and our narratives for global inflation, monetary policy, and markets have remained broadly intact. Going forward, we see global growth stepping down in H2 to a l ...
X @Bloomberg
Bloomberg· 2025-08-22 19:40
Citigroup’s two remaining traders on its Latin America corporate credit desk in New York have left the bank, according to people familiar with the matter https://t.co/I5KgRSK5ve ...
X @Bloomberg
Bloomberg· 2025-08-22 18:05
Citigroup has named Erik Savola as head of corporate banking for Europe as the US bank continues to beef up its investment banking franchise https://t.co/oT6uV8q851 ...
Final Trades: Vertiv Holdings, Draftkings, Palo Alto and Citigroup



CNBC Television· 2025-08-22 17:44
We are back on halftime with final trading. Steve Weiss, you're up first. >> I bought some verdives.Stocks down over 20% since they reported a great quarter. Data center craze isn't dying anytime soon. >> Kevin Simpson, >> DraftKings football season kicks off this week in Philadelphia.Go Birds. >> Jason Snip, >> Palo Alto. I really like this cyber arc acquisition.I think we'll be a creative to the name. >> Jim Labenthal with the final word. >> Cityroup.And as the old commercial goes, and I'll only do this o ...
中国经济-流动性更新 - 充满希望的夏季Liquidity Update - A Hopeful Summer_
2025-08-22 01:00
Despite the abruptly weakening economic data, we still see a hopeful summer for China markets, a view we have held through the summer. Liquidity could be the primary driving factor behind, which improved across the board in the past few weeks. We don't expect an imminent tightening by the PBoC despite the MPR's guidance to prevent "funds circulating within the financial system". After recent consumer-supporting measures, we eye on a potential new round of property support and a catch-up in infrastructure co ...
X @Bloomberg
Bloomberg· 2025-08-21 04:36
Citigroup has named Asghar Ali as head of corporate banking real estate, as the bank looks to strengthen its presence in the sector, according to a an internal memo seen by Bloomberg https://t.co/bpJqc68Wum ...
科技巨头齐跌之际金价大爆发!? 市场避险买盘蜂拥而至 杰克逊霍尔前夕黄金重拾涨势
Zhi Tong Cai Jing· 2025-08-21 00:13
(原标题:科技巨头齐跌之际金价大爆发!? 市场避险买盘蜂拥而至 杰克逊霍尔前夕黄金重拾涨势) 美联储7月的FOMC货币政策会议纪要显示,美联储的中性货币政策立场获得更加广泛支持,只有两名 持异议者支持降息进程。会议纪要显示,尽管对于通胀和劳动力市场疲软的担忧日益加剧,但是绝大多 数政策制定者认为现在降息为时过早。两位美联储理事持不同意见,支持降息,此举意味着30多年来首 次多名理事反对一项货币政策决定。 在杰克逊霍尔会议召开前的最近几天,投资者们普遍保持谨慎立场,推动金价重拾涨势,随着美联储会 议纪要落地,市场当前焦急等待美联储主席鲍威尔周五的讲话,以寻找有关美联储9月份以及今年剩余 时间货币政策会议是否会降息的重要暗示。 根据芝加哥商品交易所(CME)的"美联储观察工具",利率期货交易员们目前普遍预计9月份美联储将开 启新一轮降息,"美联储观察工具"显示,9月降息25个基点的可能性接近90%。 与此同时,美国总统特朗普以涉嫌抵押贷款欺诈为由,呼吁美联储理事丽莎·库克(Lisa Cook)辞职,这 位总统正执着于持续努力提升自己对于美联储FOMC货币政策的影响力。 高盛看好金价冲击4000美元,长期看空金价的 ...