International
1. Investinglive: Gold turns bullish in the short term; US-Iran negotiations become the next catalyst.
2. Commerzbank: If Trump pressures the Fed to cut rates again, the dollar may weaken.
3. Capital Economics: If the US-Iran ceasefire agreement is maintained, the near-month spread between Brent and WTI crude oil may return to normal.
4. Barclays: The Middle East conflict will "leave its mark" after the ceasefire.
5. Jefferies: The US may be the least economically damaged in the Middle East conflict, while Russia will be the winner.
6. Asian Development Bank: The risk of Middle East conflict is rising; Philippine economic growth will remain sluggish in 2026.
7. Societe Generale: The market will price in two "precautionary" rate hikes by the ECB; the 10-year German bond yield is expected to remain above 3%.
Domestic
1. CICC: Believes the mainstream narrative of global stagflation may be exaggerated.
2. CITIC Securities: Currently, upward inflation risks are squeezing the Fed's room for rate cuts.
3. Huatai Securities: We recommend focusing on companies with overseas electrolytic aluminum production capacity.
4. CITIC Securities: Hong Kong stocks are expected to see valuation expansion in April and May.
5. CITIC Securities: We are optimistic about the future performance of leading home appliance companies.
6. Tianfeng Securities: Demand recovery is expected, and container shipping rates are likely to rise in the second quarter.
7. Dongfanghong Asset Management: A-share companies are expected to see a turning point in profit improvement this year, and the market style is expected to shift towards equilibrium.
8. CITIC Securities: Increased volatility in electricity prices will rapidly open up demand for AI trading products and services from market participants in the electricity sector.
