Deutsche Bank SELL

DB Early Morning Reid Macro Strategy 2 1

Jul 28, 20264 pages

From the report报告摘录Geopolitical Oil Shock: Houthi attacks drove Brent crude -8.70% (to $79.67), lowering inflation expectations (US 1yr swap -10.5bps) and lifting real yields (10yr real yield +1.5bps to 2.45%—highest since Oct 2023)…

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