【RMI】Structuring Demand for Lower-Carbon Materials: An Initial Assessment of Book and Claim for the Steel and Concrete Sectors.pdf

–1H23 weakness in-line; Lower TP on slower demand recovery

Travel demand remains resilient

China Economy Weak credit demand calls for easing policy

China Policy–New loans slumped as capex demand weakened

Not All Energy Transitions Are Alike: Disentangling the Effects of Demand and Supply-Side Policies on Future Oil Prices

China Economy: Deflation mildly alleviated while consumer demand remained weak

Japan A mixed picture of demand through 2Q

–Release of pent-up demand remained strong

Looking beyond release of pent-up demand to globalization

Results inline; AI demand remains strong and unmet