In today’s briefing:
- HEW: Political Blunderbuss
- CX Daily: How BYD Lowered the Bar for Buying a Smart Car in China
- [ETP 2025/10] WTI Continues to Slide, Henry Hub Rises on Improved Demand Outlook
- Record Revenue For Vietnam From Rubber Exports In 2024
HEW: Political Blunderbuss
- Shot from Trump’s blunderbuss is hitting sentiment and risk appetite yet the hard data remain resilient. Europe waking up on defence punched markets more in hope than reality, but hawkish inflation and ECB news helped create room to close our bullish call.
- Next week’s US inflation data are the scheduled global highlight, along with the Bank of Canada likely pausing its cutting cycle. We also await UK GDP data confirming resilience inconsistent with the dovish panic at February’s BoE meeting.
- Note: Smartkarma is now the sole distributor of our research, so clients will only receive all other research from Smartkarma (queries to [email protected]).
CX Daily: How BYD Lowered the Bar for Buying a Smart Car in China
- In Depth: How BYD lowered the bar for buying a smart car in China
- Two Sessions /Two Sessions: Beijing to curb private company shakedowns
- AICs /China expands AIC equity investment pilot, letting more banks and insurers join
[ETP 2025/10] WTI Continues to Slide, Henry Hub Rises on Improved Demand Outlook
- For the week ending 28/Feb, US crude inventories increased by 3.6m barrels, contradicting expectations of a 0.6m barrel decline. Meanwhile, gasoline and distillate stockpiles unexpectedly dropped.
- US natural gas inventories fell by 80 Bcf for the week ending 28/Feb, lower than analyst expectations of a 96 Bcf drawdown. Inventories are 11.3% below the 5-year seasonal average.
- Aramco’s 2024 net profit fell 12.4% YoY on lower crude prices and weak margins. The Trump administration gives Chevron 30 days to end Venezuelan oil operations.
Record Revenue For Vietnam From Rubber Exports In 2024
- Vietnam rakes in US$3.4 billion from rubber exports in 2024
- Impressive surge in exports to Malaysia and Europe
- Chinese tire firm undertakes third phase of expansion in Vietnam
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