6 July 2025 | 2:42PM EDT Oil Comment: OPEC+ Announces Larger August Supply Hike; Keeping Forecast for Lower Prices Daan Struyven +1(212)357-4172 | daan.struyven@gs.com Goldman Sachs & Co. LLC Yulia Zhestkova Grigsby +1(646)446-3905 | yulia.grigsby@gs.com Goldman Sachs & Co. LLC Ephraim Sutherland +1(972)368-0395 | ephraim.sutherland@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important di ...

"We're in an asset bubble, and TQI can help you navigate it profitably"I am Ahan Vashi, a seasoned investor with professional background in equity research, private equity, and software engineering. I currently serve as the Chief Financial Engineer at The Quantamental Investor, a community pursuing financial freedom through bold, active investing with proactive risk management.TQI was established in July 2022 with a singular mission to make investing simple, fun, and profitable for all investors. In alignme ...

2 July 2025 | 4:55PM SGT Base Metals Tracker: Robust Chinese Demand And US Over-Importing Is Tightening The Ex-US Copper Market China's refined copper demand has increased by 12% YTD May. While export strength and a weak 2024 base contribute, domestic demand is a significant driver. China solar installations are up 150%, and AC sales are up 8%. Our end-use tracker indicates 13% YTD growth, after finished product exports, supporting 12% YTD growth in refined copper demand. We maintain our forecast of 6% grow ...

Asia Economics | Asia Pacific The Viewpoint: Why the RMB will not follow the yen path of 1985-95 We don't expect the RMB to appreciate significantly given persistent deflationary pressures and need to keep monetary policy accommodative. Pursuing currency appreciation on its own would exacerbate deflation, might be insufficient to secure a trade deal, and wouldn't bring sustainable rebalancing. Key Takeaways In this report, we draw on the lessons from Japan's currency appreciation after 1985 and highlight th ...

Conflict in the Middle East Multi-Asset Views on oil, markets, economics, stocks and more Escalating risks US strikes on Iranian nuclear sites have further intensified the conflict in the Middle East and will add to uncertainty to global economies and markets. For easy reference, we bring together recent reports, podcasts and videos from Global Investment Research across asset classes and geographies. Please also join one of our upcoming webcasts answering questions about the conflict in the Middle East. Ir ...

Global Markets Strategy 20 June 2025 J P M O R G A N EM Money Trail 'Passive Surge, Active Purge' goes on EM equity inflows accelerated substantially to +$4.1bn from +$1.2bn last week. However, flows continue to be driven by large ETF subscriptions (+$5.0bn, +$2.0bn last week) while non-ETFs are still in the red (-$904mn, -$749mn last week). All regional funds were positive this week: GEM funds saw the highest inflows at +$2.4bn; Asia ex-Japan funds attracted +$1.4bn, up from +$843mn last week; LatAm inflow ...

Jin Tik Ngai, CFA (65) 6807 5556 jintik.ngai@jpmorgan.com JPMorgan Chase Bank, N.A., Singapore Branch Sajjid Z Chinoy (91-22) 6157-3386 sajjid.z.chinoy@jpmorgan.com JPMorgan Chase Bank, N.A., Mumbai Branch Asia Pacific Economic Research J P M O R G A N 20 June 2025 Asia: The implications of higher oil prices Crude prices have risen by over 15% (from US ~$65pbl to US ~$75pbl) over the last two weeks on account of fears, subsequently realized, of conflict between Israel and Iran. According to our commodities ...

GenAI is expected to improve productivity, efficiency, and automation, with long-term ROI for Public Sector organizationsSAN JOSE, Calif., June 17, 2025 (GLOBE NEWSWIRE) -- Nutanix (NASDAQ: NTNX), a leader in hybrid multicloud computing, announced the findings of its seventh annual global Public Sector Enterprise Cloud Index (ECI) survey and research report, which measures enterprise progress with cloud adoption in the industry. The research showed that 83% of public sector organizations have a GenAI strate ...

June 16, 2025 01:13 PM GMT Morgan Stanley Research Global Morgan Stanley Global Macro Forum Geopolitical Tensions in the Middle East – Our Early Thoughts on Implications for the Economy and Markets June 16, 2025 Serena Tang – Global Head of Cross-Asset Strategy | Strategist Seth Carpenter – Chief Global Economist Brian Gibbons – Head of Energy Credit Research | Credit Analyst MORGAN STANLEY & CO. LLC Martijn Rats – Global Commodities Strategist | Equity Analyst and Commodities Strategist Marina Zavolock – C ...

June 16, 2025 02:38 PM GMT Cross-Asset Spotlight | Global M Update Signals, Flows & Key Data Erika.Singh-Cundy@morganstanley.com +44 20 7425-0960 A weekly summary of key cross-asset monitors, data, moves, and models tracking sentiment, fund flows, and positioning. Key highlights from last week: Exhibit 1: Morgan Stanley forecasts Bear Base Bull Bear Base Bull Equities S&P 500 5,977 4,900 6,500 7,200 -16.7% 10.0% 21.7% 19% 0.54 MSCI Europe 2,169 1,610 2,250 2,620 -22.6% 6.9% 24.0% 16% 0.44 Topix 2,756 2,100 ...