16 June 2025 | 1:21PM HKT China: Strong retail sales, softer industrial production and investment in May Bottom line: China's May industrial production (IP) and fixed asset investment (FAI) missed market consensus modestly, while retail sales beat meaningfully. IP growth moderated in May on the back of slowing export growth due to increased US tariffs, led by slower output growth in electrical machinery and chemical manufacturing industries. FAI growth declined further, weighed on mainly by slower infrastru ...

It is very tricky to sort of weave through all of the headlines that are coming through. But for the most part, we have seen oil move dramatically higher on Friday. Yesterday, there was a bit of a relief, I guess, because things didn't escalate even further as far as energy infrastructure is concerned.How much geopolitical tailwinds you think is actually priced in to where Brent is trading right now, Anthony. Yeah, I mean, I think this movement in the oil price is all geopolitical premium. So as you see it ...

tariffs. Yeah. You've got some conflicts around the world and you've got the Air India crash.Yes. How much of a damper does that put on the overall demand outlook that you expect at this show this year. Look, it has a big psychological impact.Uh and I think we are expecting a little bit of more of a muted show. I mean, look, both Arabus and Boeing are all sold out 2031 and 32 anyway. So, how many follow-on orders into the 33, 34, 35 time frame are you really going to see.Um obviously uh again uh horribly sa ...

Chinese e-commerce giants Alibaba Group Holding Ltd. BABA and PDD Holdings, Inc. PDD saw their shares rise on Monday after China reported a stronger-than-expected jump in retail sales. The Details: China's National Bureau of Statistics announced that retail sales of consumer goods surged 6.4% year-on-year in May, reaching 4.13 trillion yuan (about $575.3 billion) and signaling renewed consumer momentum in the world's second-largest economy.Read Next: Nvidia’s Jensen Huang Sparks Quantum Stock FrenzyChina's ...

Key Takeaways LMT rose 3.6% on June 13 after news of Israel's strike on Iran sparked renewed war concerns. Lockheed supplies Israel with F-35s, MLRS, and other defense gear, supporting demand amid conflict. Analysts' high price target of $670 for LMT reflects a 43% upside over its average Zacks estimate.The long-standing conflict between Israel and Iran escalated recently, with both sides reportedly involved in missile and drone exchanges that caused casualties and property damage. While such hostilities ...

One way or another, you have to bring debt the deficit not only in the United States but other places but I'm focusing on the United States down to from a supply demand point of view down to about 3%. So that's the 3% of GDP that that's an amount that the market I think can digest. Um it will um affect also the supply demand.There are when I say three parts I think when we think of budgets we think of taxes and spending um but also interest has a huge effect. um a 1% change in the interest rate, 100 basis p ...

CITI'S TAKE Flash | 12 Jun 2025 04:35:43 ET │ 9 pages China Materials 2025 On-ground Demand Monitor Series #83 – Steel Inventory and Consumption Data In this series of notes, we aim to track and analyze high-frequency on- ground demand trends in China – market expectations of a demand recovery have been largely cautious. We have shifted our near-term pecking order to steel > aluminum > lithium > copper > gold > battery > thermal coal > cement names. We have opened CWs for Chalco (note) and Tianqi (note) and ...

Flash | 12 Jun 2025 11:04:04 ET │ 9 pages China Battery Materials Lithium into 2nd week of Jun – If not now, when? CITI'S TAKE Lithium price stabilized and slightly rebounded by 1% during the week, after its free fall since the Liberation Day whereas QTD ASP was down by 13% QoQ. We reiterate that lithium price should touch the near-term trough and the upside risk here is higher than the downside one (see catalyst watch), as most of the lithium names should already be under loss-making, indicating the offlin ...

USA | REITs Equity Research Storage Weekly: What Drives Storage Demand? Y/Y SS asking rents were down -1.8% on avg, a 60 bps deterioration from last week's -1.2%. On a Y/Y basis, PSA was up +4.5%, followed by EXR (+0.2%), LSI (-1.3%), and CUBE (-10.5%). This week, we share a few insights from the 2022 Storage Demand Study. Younger Users Fuel Demand: As of 2022, Gen-Z and Millennials are using self-storage at a 16% rate, well above the 11% national average (and Boomers at 5%), per the SSA's 2022 demand study ...

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