International
1. Barclays: The Fed's next rate cut is expected in March.
2. Moody's Analytics: The Fed may aggressively cut rates three times in the first half of 2026.
3. JPMorgan Chase: The US labor market is expected to decline initially and then recover in 2026.
4. ING: The Bank of Japan's rate hikes will be quite gradual.
5. Deutsche Bank: European banks will shift towards external growth such as mergers and acquisitions in 2026.
6. Danske Bank: Global market liquidity is expected to recover next week.
Domestic
1. CITIC Securities: The A-share bull market is expected to continue in 2026.
2. Industrial Securities: The Hong Kong stock market will continue its bull market trend in 2026, with the market rising in a volatile manner, like a torch climbing a mountain.
3. BOC International: The Chinese auto industry is expected to have a strong start to the year, with the first quarter potentially entering a destocking phase.
