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ADP: US PRIVATE PAYROLLS ROSE AVG 10,000/WK IN 4 WKS TO MARCH 7
2026-03-24
ADP: US PRIVATE PAYROLLS ROSE AVG 10,000/WK IN 4 WKS TO MARCH 7
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2026-03-24
A single sentence from Trump triggered a market-wide asset repricing within five minutes, yet someone had already heavily invested and correctly predicted the direction before this post even went viral. Was it luck, or information asymmetry? This art
A single sentence from Trump triggered a market-wide asset repricing within five minutes, yet someone had already heavily invested and correctly predicted the direction before this post even went viral. Was it luck, or information asymmetry? This article will teach you how to determine whether this kind of market movement is an opportunity or a trap!
2026-03-24
Internationally: 1. Goldman Sachs raised its estimate of the probability of a US recession to 30%. 2. HSBC: The risk of stagflation in Japan has cast a shadow over the positive outcome of wage negotiations. 3. ANZ: Oil prices are likely to remain abo
Internationally: 1. Goldman Sachs raised its estimate of the probability of a US recession to 30%. 2. HSBC: The risk of stagflation in Japan has cast a shadow over the positive outcome of wage negotiations. 3. ANZ: Oil prices are likely to remain above $100 per barrel in the short term. 4. Phillip Nova: Gold prices are likely to remain volatile in the short term. Domestically: 1. CICC: The current situation may represent a relative low point for A-shares in the medium term; the deep correction has presented a good opportunity to invest. 2. Galaxy Securities: This round of gold price adjustments is more of a change in pace than a trend reversal. 3. CITIC Securities: Power shortages remain the main theme for the year; we remain optimistic about the gas turbine industry chain. 4. Huatai Securities: Focus on the intersection of undervalued and low-crowding sectors and industries that may benefit from high oil prices. 5. Founder Securities: View external shocks rationally; the medium- to long-term positive trend of A-shares remains unchanged. 6. CITIC Securities: Policy support has helped electricity prices bottom out early; industry valuations are regaining expansion. 7. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces. 8. CITIC Securities: GDF-15 inhibitors are expected to be approved for the treatment of cancer cachexia. 9. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces.
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