Internationally:
1. Goldman Sachs: Expects the Federal Reserve to resume rate cuts later this year.
2. Allspring: Inflation is more sticky this year, and the Fed Chair selection continues to be a market focus.
3. Carson Group: The Fed is unlikely to cut rates before Powell leaves office; Waller wants to get Trump's attention.
4. Ninepoint Partners: The Bank of Canada's stance is slightly dovish; it is expected to consider raising rates after 2026.
5. Bank of America: The Reserve Bank of Australia's inflation forecast miscalculation may prompt it to raise rates.
Domestically:
1. CICC: The Fed's first rate cut this year may be delayed until the second quarter.
2. Huatai Securities: The Fed will postpone rate cuts from January to May.
3. CITIC Securities: Expects no further rate cuts during the remaining two meetings of Powell as Fed Chair.
4. CITIC Securities: A recovery in fiber optic demand coupled with price increases may lead to improved profitability and valuations for leading companies in the industry. 5. Xia Fanjie, CITIC Securities: A-shares are entering a critical period for verifying the economic outlook.
6. CITIC Securities: Rising prices of core intermediates suggest a positive bottoming-out trend in the dye industry.
7. CITIC Securities: Remains optimistic about the upward trend in the specialty fiber sector in 2026.
8. CITIC Securities: Continues to be optimistic about the potential for excess returns in the electronics sector over the next six months.
