Is AI already boosting US power demand?
The Division of Revenues from Unexpected Demand Shocks
Technology: National subsidies to expand to smartphones, tablets and smart watches; Positive on replacement demand
Economics：TSF&CPI Missed Expectations，Property Demand Weakened
–1H23 preview：Better ASP to offset shipment weakness; Focus on demand recovery in 2H23E
Capital Goods: Construction machinery sales in Sep: Decent export growth; weak demand in China
China Technology–Implications of NVIDIA FY2Q24：AI demand strength poised to continue into 2024
Not All Energy Transitions Are Alike: Disentangling the Effects of Demand and Supply-Side Policies on Future Oil Prices
China Property Sector–Will the newly-released demand hold on？
Japan A mixed picture of demand through 2Q
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