China Materials_ 2024 On-ground Demand Monitor Series #151 – Steel Inventory and Consumption Data Tracker
-· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: 12 Dec 2024 02:22:19 ET │ 10 pages China Materials 2024 On-ground Demand Monitor Series #151 – Steel Inventory and Consumption Data Tracker shuinu9870 CITI'S TAKE In this series of notes, we aim to track and analyze high-frequency, onground demand trends in China – market expectation of demand recovery has been mostly cautious. Our revised n ...
Key Investor Debates Likely to Drive Stocks in the Coming Year
Counterpoint Research· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: December 11, 2024 08:57 PM GMT M Idea | --- | --- | --- | |-------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
US Liquid Rates Tracker
LinkedIn公司· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: North America shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: December 11, 2024 11:14 AM GMT Morqan Stanley | --- | --- | |-----------------------------------|-------| | General Market Summary Treasury | | | Summary | | | SOFR Futures Rolldown Report | | | STRIPS | | | TIPS | | For important disclosures, refer to the Disclosures Section, located at the end of t ...
China Gold - Adding Alpha to Beta
-· 2024-12-15 16:04
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Chart of the Week – US Dependence on China's APIs
China Securities· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: M Update | --- | --- | --- | |------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Flows & Liquidity_Hopes for 60_40 funds into 2025
Flywheel飞未· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: Global Markets Strategy shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: Global Markets Strategy 11 December 2024 J P M O R G A N This material is neither intended to be distributed to Mainland China investors nor to provide securities investment consultancy services within the territory of Mainland China. This material or any portion hereof may not b ...
Powering GenAI_ Feedback on Our Note, and Takeaways from Powering Digital Infrastructure Symposium
AIRPO· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: Texas legislative proposals focused on "bring your own plant" (this is the M | --- | --- | --- | |----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Greater China Banks Daily_Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency
BOCI· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: ab 12 December 2024 Global Research Greater China Banks Daily Marketing feedback; PBOC reiterate a basically stable yuan, after Reuters report that China is considering softer currency shuinu9870 shuinu9870 May Yan Analyst may.yan@ubs.com +852-2971 7157 Alex Ye Analyst S1460522090005 alex.ye@ubs.com +86-21-3866 8463 Frank Zheng, CFA Analyst S1460524050001 frank.zheng@ubs.com +86-21-3866 8873 Catherine Yang, CFA Analyst cathe ...
CLO Tracker December 2024 – Constantin-Opal
-· 2024-12-15 16:04
shuinu9870 shuinu9870 shuinu9870 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多一手调研纪要和研报数据加V: 更多资料加入知识星球:水木调研纪要 关注公众号:水木纪要 shuinu9870 更多一手调研纪要和研报数据加V: shuinu9870 更多一手调研纪要和研报数据加V: December 12, 2024 02:55 PM GMT Morgan Star | --- | --- | --- | --- | --- | --- | --- | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- ...
Japan Macro Data Tracker - 2024_12_12
-· 2024-12-15 16:04
Industry or Company Involved The document does not explicitly mention a specific industry or company. However, it focuses on the Japanese government bond (JGB) market and related financial instruments. Key Points and Arguments 1. **Japanese Government Bond (JGB) Market Overview**: - The document provides a comprehensive overview of the JGB market, including interest rates, yields, and futures. - It includes data on JGB par rates, swap rates, and swap spreads for various maturities. - The document also discusses JGB futures and their relationship with the Nikkei 225 index. 2. **JGB Market Trends**: - The document highlights the recent trends in the JGB market, such as changes in yields and swap spreads. - It includes charts and tables showing the historical and current values of key JGB market indicators. 3. **JGB Derivatives**: - The document discusses various JGB derivatives, such as JGB futures, swaps, and options. - It includes detailed information on the pricing and valuation of these derivatives. 4. **JGB Butterfly Spreads**: - The document explains the concept of JGB butterfly spreads and provides examples of different types of butterfly spreads. - It includes charts showing the butterfly spreads for various maturities and coupon rates. 5. **JGB ASW (Asset-Backed Securities) Spreads**: - The document discusses JGB ASW spreads and their relationship with JGB yields. - It includes charts showing the ASW spreads for different maturities. 6. **JGBi (Japanese Government Bond Index)**: - The document explains the JGBi and its components. - It includes charts showing the BEI (Benchmark Equivalent Index) for different maturities and regions. Other Important Content - The document includes various exhibits and tables containing detailed data on the JGB market and related instruments. - It provides references to sources such as Bloomberg and Morgan Stanley Research. - The document includes important disclosures regarding the research and its limitations.