Arabica coffee rose for a third day on mounting worries over supplies from top-grower Brazil, as traders monitor crop yields amid the risk of wet weather slowing the harvest https://t.co/OQruZRc5j3 ...

Lazard (LAZ) Q2 2025 Earnings Call July 24, 2025 08:00 AM ET Speaker0There are important factors that could cause our actual results, level of activity, performance, achievements or other events to differ materially from those expressed or implied by the forward looking statements, including, but not limited to, those factors discussed in the company's SEC filings, which you can access on our website. Lazard assumes no responsibility for the accuracy or completeness of these forward looking statements and a ...

A core tenet of America's Air Action plan is access to and the export of the American technology stack. And one of the lead and contributors to the American technology stack is the chip makers and AMD core among them. Delight to say that AMD CEO Lisa Su is with us in Washington, DC.It's a good place to start. We've both read the 23 page document, the Action Plan, an emphasis on deregulation, cutting red tape on energy. But for you, what is the core principle in it that you think is most important for Americ ...

有色早报 研究中心有色团队 2025/07/24 铜 ： 日期 沪铜现货 升贴水 废精铜 价差 上期所 库存 沪铜 仓单 现货进口 盈利 三月进口 盈利 保税库 premium 提单 premium 伦铜 C-3M LME 库存 LME 注销仓单 2025/07/17 110 114 81462 42139 -219.86 526.79 49.0 65.0 -58.71 122150 11200 2025/07/18 175 408 84556 38239 -237.75 330.02 49.0 65.0 -53.76 122175 14075 2025/07/21 215 848 84556 28177 -44.80 476.03 49.0 66.0 -66.96 122075 12575 2025/07/22 250 794 84556 25507 76.62 427.41 49.0 66.0 -68.24 124850 12250 2025/07/23 180 784 84556 15535 -263.59 309.62 49.0 66.0 -52.36 124825 17525 变化 -70 -10 ...

The UK’s top natural gas storage facility will be back to producing and not stockpiling fuel this winter, a shift that leaves the country without an important buffer against potential supply disruptions https://t.co/XOx6NbjjkL ...

虽然当下"反内卷"和十年前供给侧改革（2015-2017 年）存在宏观 背景、行业侧重、政策意图等诸多维度的差异，但是执行过程均会映射 到银行信贷管理上，从而影响信贷增速以及资产质量。我们因此分析供 给侧改革这一大型历史实验对信贷影响的有限数据，获取拼图，此为锚 定，调整差异，以期分析当下反内卷的信贷后果。 主要结论如下： 投资建议：建议关注厦门银行、重庆银行、渝农商行、上海银行、沪农 商行等，以及国有大行。 风险提示：宏观经济不及预期，信用风险恶化、监管政策改变等。 [Table_PicQuote] 历史收益率曲线 -20% -10% 0% 10% 20% 30% 40% 2024/7 2024/10 2025/1 2025/4 银行 沪深300 | [Table_Trend] 涨跌幅（%） | 1M | 3M | 12M | | --- | --- | --- | --- | | 绝对收益 | 1% | 10% | 31% | | 相对收益 | -7% | 1% | 14% | | [Table_Market] 行业数据 | | | --- | --- | | 成分股数量（只） | 42 | | 总市值（ ...

J P M O R G A N Global Commodities Research 20 July 2025 Global Commodities The Week in Commodities This is a summary note that consolidates the latest views of our global commodity strategists published over the week; to read detailed reports, refer to the hyperlinks. It also contains hyperlinks to other related research/podcasts on the global commodities market. Oil Markets Weekly: Sanctioning Russia—oil becomes a sideshow At Any Rate: Cocoa market crunch After historic price gains across the cocoa market ...

Global | Metals & Mining Equity Research July 20, 2025 Examining Copper Production Trends: 2Q25, Part I We track copper production from miners that report quarterly volumes. These companies account for ~70% of global mined copper supply. Based on reports from the few companies in our database that have reported 2Q volumes so far, total production for 2Q25 increased 5.0% sequentially following the normal seasonality issues of 1Q, and also increased by a substantial 10.3% y/y due to notable production increas ...

July 23, 2025 04:41 PM GMT China Musings | Asia Pacific Can China's Anti-Involution Drive Deliver? China's anti-involution supply-side reform is more complex and less potent than the last. Real change will require a rewiring of local incentives, fiscal redistribution, and a pivot toward demand that the current system still resists. We provide the signposts for what real progress would look like. 1. Policy signals are louder than ever With ongoing news flow, China's anti-involution campaign remains on top of ...

Ladies and gentlemen, we are less than one week out from one of the largest events for crypto and even for traditional finance. Now, we just got over a major correction in the markets. Was it that significant.Not really. I mean, listen, some of these old coins were down like 10 to 15% today, which technically for some people that might be a big deal, but if we look back at other cycles, we've talked about it. I even just did a live stream recently today where I was talking about how back in 2021, we witness ...