Internationally
1. Nomura Securities: Withdraws its expectation of another Fed rate cut in December.
2. Barclays: Stocks will experience a "year-end rally," with the overall market environment providing favorable support for further gains.
3. Natixis: Powell's control over the Fed is weakening, and splits will occur more frequently.
4. HSBC: Risks are shifting to the timing of the Bank of Japan's rate hike, with the possibility of early action.
5. Mizuho Bank: The Bank of Japan reiterated its stance on interest rates moving towards "normalization," leading to market expectations of an earlier rate hike.
6. Saxo Bank: The Bank of Japan remains cautious, and the probability of a December rate hike has not increased.
7. OCBC Bank: The market is disappointed by the Bank of Japan's lack of hawkish stance, causing yen bulls to exit.
8. OCBC Bank: The Bank of Japan is expected to remain cautious before receiving clear economic information, and future Fed actions may put pressure on the yen.
9. Commerzbank: If the Bank of Canada keeps interest rates unchanged, the Canadian dollar may rise in the short term. 10. JPMorgan Chase: Spain's economy slowed slightly in the third quarter, but will still outperform other EU countries.
11. ING: Rising expectations of a UK interest rate cut led to a decline in both UK government bond yields and the pound.
Domestic:
1. CICC: The pace of Fed rate cuts may slow; excessive optimism is not advisable.
2. CICC: Calculates that the Fed has room for three more rate cuts; the new Fed chairman is the biggest variable in the interest rate path.
3. CITIC Securities: Expects the Fed to cut rates by another 25bps at its next policy meeting.
4. CITIC Securities: Expects tight supply to drive up commodity prices such as copper and cobalt.
5. CITIC Securities: Precious metal prices have retreated from their highs; maintain a long-term bullish outlook.
6. Huatai Securities: Policies empower the long-term development of the real estate industry, providing room for valuation repair in the sector.
