International
1. Goldman Sachs: Expects $40 billion in stock sell-offs next week.
2. Citadel Securities: Three factors support a year-end rally in the S&P 500, predicting it will reach 7,000 points.
3. HSBC: The Indian stock market sell-off is nearing its end; the benchmark index targets 94,000 points.
4. UBS: Interest rate differentials could drive the euro stronger against the dollar in 2026.
5. UBS: Expects the pound to strengthen against the dollar and remain stable against the euro.
6. Bank of America: Markets have prematurely eased concerns about persistent inflation in the UK.
7. CIBC: The Fed's pause in rate cuts in December largely depends on insufficient data.
Domestic
1. CITIC Securities: Maintains its forecast of a Fed rate cut in December.
2. CITIC Securities: The securities industry is expected to usher in a new upward cycle.
3. CITIC Securities: Bullish on further profit growth for leading MRO companies.
4. CITIC Securities: The paper industry is expected to bottom out and improve in 2026, while the metal packaging industry will see a boom.
5. CICC: The lawnmower industry is reaching a "singularity moment."
6. Huatai Securities: Bullish on the coal price stabilization and the coal dividend logic during the interest rate cut cycle; recommends leading thermal coal companies.
