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TRUMP REQUESTS $4.2 BLN IN DISCRETIONARY BUDGET AUTHORITY FOR EPA IN 2027, A $4.6 BLN OR 52% DECREASE FROM 2026 -BUDGET PROPOSAL
2026-04-03
TRUMP REQUESTS $4.2 BLN IN DISCRETIONARY BUDGET AUTHORITY FOR EPA IN 2027, A $4.6 BLN OR 52% DECREASE FROM 2026 -BUDGET PROPOSAL
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2026-04-03
White House National Economic Council Director Hassett: (Regarding the jobs report) This is a very positive day for the markets.
White House National Economic Council Director Hassett: (Regarding the jobs report) This is a very positive day for the markets.
2026-04-03
International 1. UBS: Gold still has a chance to reach new highs this year, with an average annual price of $5,000. 2. IMF: The Fed has limited room for rate cuts in 2026. 3. Daiwa Securities: If the Middle East situation thaws, US Treasury yields
International 1. UBS: Gold still has a chance to reach new highs this year, with an average annual price of $5,000. 2. IMF: The Fed has limited room for rate cuts in 2026. 3. Daiwa Securities: If the Middle East situation thaws, US Treasury yields could fall to 4.2%. 4. Capital Economics: The energy cost pass-through trend has begun, and the risk of global non-fuel inflation has increased sharply. Domestic 1. China Merchants Securities Strategy: The March manufacturing PMI rose month-on-month, and precious metal prices increased. 2. CITIC Securities: US stagflation may bring four major trading opportunities. 3. CITIC Securities: Domestic substitution of RF power supplies continues to accelerate. 4. CITIC Securities: Innovative drugs are entering a period of intensive data catalysts; we recommend focusing on them. 5. CITIC Securities: The passenger car market continues to recover, with model upgrades showing a trend of "price increases and enhanced features." 6. CITIC Securities: We are optimistic about the rapid deployment of agents in 2026 and will focus on the self-iterative evolution of agents. 7. Huatai Securities: The situation in the Middle East is disrupting market risk appetite, but dividends still have value as a core holding.
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