S&T SELL

GS MORNING 1 Oil Tracker, 2 USDJPY Topside, 3 Korea Update, 4 Just The Charts and 5 AUD CPI Preview

Jul 28, 20267 pages

From the report报告摘录Persian Gulf Supply Shock: Persian Gulf oil flows at 13.7 mb/d (doubled since early July), driven by Hormuz/Red Sea disruptions (Houthi attacks on Saudi infrastructure), signaling severe supply risk and upside crude…

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