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The Stoxx Europe 600 index erased its previous losses.
2026-02-02
The Stoxx Europe 600 index erased its previous losses.
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2026-02-02
The German DAX 30 index opened down 153.07 points, or 0.62%, at 24362.66 on Monday, February 2nd; the UK FTSE 100 index opened down 66.04 points, or 0.65%, at 10157.50 on Monday, February 2nd; and the French CAC 40 index opened down 43.44 points, or
The German DAX 30 index opened down 153.07 points, or 0.62%, at 24362.66 on Monday, February 2nd; the UK FTSE 100 index opened down 66.04 points, or 0.65%, at 10157.50 on Monday, February 2nd; and the French CAC 40 index opened down 43.44 points, or 0.53%, at 8083.09 on Monday, February 2nd. The Stoxx 50 index opened down 55.86 points, or 0.94%, at 5891.95 on Monday, February 2nd; the Spanish IBEX 35 index opened down 74.61 points, or 0.42%, at 17806.29 on Monday, February 2nd; and the Italian FTSE MIB index opened down 353.92 points, or 0.78%, at 45173.50 on Monday, February 2nd.
2026-02-02
International 1. Macquarie: The US dollar is temporarily stable, but underlying concerns remain. 2. ING: Multiple pressures combined, the Canadian dollar may face downside risks. 3. CreditSights: Warsh's return intensifies the controversy surround
International 1. Macquarie: The US dollar is temporarily stable, but underlying concerns remain. 2. ING: Multiple pressures combined, the Canadian dollar may face downside risks. 3. CreditSights: Warsh's return intensifies the controversy surrounding the Fed's balance sheet reduction, and regulatory pressure may shift to the Treasury. Domestic 1. CICC: $5500 is a key watershed for gold prices; Warsh is merely a catalyst. 2. CICC: In the short term, Warsh's nomination has limited impact on the interest rate cut path. 3. Huatai Securities: Multiple dimensions drive the valuation recovery of real estate stocks. 4. Huatai Macro: Warsh may attempt to promote a policy combination of "interest rate cuts + balance sheet reduction." 5. CITIC Securities: Gold is expected to rise to $6000 and silver to $120 by 2026. 6. CITIC Securities: One of the core objectives of the Trump administration is to promote a decline in long-term interest rates through personnel changes at the Fed. 7. CITIC Securities: Warsh's nomination as Fed Chair represents the policy intention of "US version of shifting from virtual to real economy." 8. CITIC Securities: Some positive signals have emerged in the current real estate market. 9. Shenwan Hongyuan: The market still expects the Federal Reserve to cut interest rates twice in 2026. 10. Galaxy Securities: With declining expectations of Fed rate cuts, Hong Kong stocks may continue to fluctuate. 11. Industrial Securities: Ample incremental funds are expected to continue driving the spring rally in depth.
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