Internationally:
1. TD Securities: The gold bull market is eroded, and it is expected to consolidate in the lower trading range of $3800-$4050.
2. Commerzbank: Oversupply expectations are pressuring oil prices; supply may significantly exceed demand early next year.
3. Mitsubishi UFJ: The Eurozone's economic fundamentals are sound, which will support a euro rebound.
4. Mitsubishi UFJ: Further interest rate cuts by the Bank of England will weaken the pound; the euro-pound exchange rate is expected to rise to 0.89 in the first quarter of next year.
5. JPMorgan Chase: The Reserve Bank of Australia's easing cycle may have ended, and inflation risks remain high.
Domestic:
1. Orient Securities: The resumption of government bond trading in October may not affect expectations of a reserve requirement ratio cut in the fourth quarter.
2. Minsheng Macro: The US dollar index broke 100 again, but the appreciation cycle has not yet arrived.
3. CITIC Securities: The implementation of new policies may affect the behavior of three types of gold market participants.
4. CITIC Securities: The downward trend in supply has emerged, and the upward trend in copper prices has not stopped.
