International
1. Bank of America: Continued oil price shocks may pave the way for Fed easing policies.
2. TD Securities: The US dollar is a conditionally safe-haven asset.
3. ING: Limited downside for the US dollar; key factors are the Strait of Hormuz and ceasefire progress.
4. Mitsubishi UFJ: Tonight's CPI is just an appetizer; the impact of the Middle East situation on energy prices will not be apparent until March.
5. Morgan Stanley: If energy disturbances ease, the Bank of England may cut interest rates in April.
Domestic
1. Huatai Securities: Raised its 2026 Brent average price forecast to $78.
2. Huatai Securities: The impact of Middle East geopolitical events on non-ferrous metals is mixed.
3. CITIC Securities: Expects export growth of around 17% in the first quarter of this year.
4. CITIC Securities: Limited room for further decline in short-term interest rates.
5. CITIC Securities: Short-term uncertainties are still expected to drive up oil shipping rates. 6. Tianfeng Securities: Bullish on investment opportunities brought about by the transformation of power supply systems in the AI era.
7. Huatai Securities: The global steel industry may be entering a period of sustained growth.
