International
1. Goldman Sachs: Oil price shocks lead to hawkish expectations in the interest rate market.
2. Goldman Sachs: Still expects the Fed to cut rates twice, but the timing is uncertain.
3. Citigroup: If oil prices push inflation above 3%, the Bank of Korea may turn hawkish.
4. Morgan Stanley: The shutdown of Qatar's LNG production may eliminate this year's global supply glut, putting upward pressure on gas prices.
5. Barclays: If the Middle East conflict continues for several more weeks, Brent crude may test $120.
6. Carson Group: Poor employment data is unlikely to change the Fed's rate cut expectations this year.
7. OCBC Bank: Upward pressure on oil prices may persist until geopolitical tensions ease.
Domestic
1. Mizuho: Oil prices breaking $100 have far-reaching impacts beyond the energy sector, highlighting the dollar's safe-haven status.
2. BMI: Expects the Iranian conflict to be large-scale but short-lived, with the GCC economy most significantly impacted.
3. CITIC Securities: Soaring oil prices reshape asset pricing.
4. CITIC Securities: Continues to be optimistic about the better-than-expected demand for lithium storage, and expects the supply shortage in the industry to continue into the first half of 2027.
5. CITIC Securities: Maintains its 2026 lithium price forecast range of 120,000-200,000 yuan/ton.
6. Guojin Securities: In the lithium battery industry, we recommend focusing on companies experiencing price increases and leading companies in new solid-state technologies.
7. Daiwa Securities: Soaring oil prices may drag down Japan's trade balance.
