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TRUMP ON TARIFFS: WE JUST HAVE TO DO THEM IN MORE COMPLEX WAY

2026-05-12

TRUMP ON TARIFFS: WE JUST HAVE TO DO THEM IN MORE COMPLEX WAY

Other News
2026-05-13

The EIA's Short-Term Energy Outlook report projects natural gas prices at $3.30 per barrel in 2027, down from a previous forecast of $3.73 per barrel.

The EIA's Short-Term Energy Outlook report projects natural gas prices at $3.30 per barrel in 2027, down from a previous forecast of $3.73 per barrel.
2026-05-12

Internationally: 1. UBS: A-share Q1 earnings accelerated; bullish on growth stocks. 2. Goldman Sachs: US-China interest rate differential gradually narrowing; foreign capital increasing investment in RMB assets. 3. JPMorgan Chase: Expects average

Internationally: 1. UBS: A-share Q1 earnings accelerated; bullish on growth stocks. 2. Goldman Sachs: US-China interest rate differential gradually narrowing; foreign capital increasing investment in RMB assets. 3. JPMorgan Chase: Expects average oil prices of $96/barrel in 2026, with Q2, Q3, and Q4 prices at $103, $104, and $98/barrel respectively. 4. HSBC Research: Raises year-end S&P 500 target to 7650 points. 5. Morgan Stanley: Tight aluminum market conditions are mainly reflected in price structure rather than spot prices. 6. Daishin Securities: South Korea's chip exports in May are expected to reach a record high. Domestically: 1. CICC: Expects PPI and CPI year-on-year growth to continue in the next two months. 2. CITIC Securities: Supply and demand factors resonate; upside potential for lithium prices opens up. 3. CITIC Securities: Full-year copper mine production forecasts have officially entered a decline. 4. CITIC Securities: Bullish on the copper sector's allocation opportunities due to the resonance of profit and valuation elasticity. 5. CITIC Securities: The insurance industry is in a positive long-term cycle, and is currently in the best investment window this year. 6. China Merchants Securities Strategy: Recently, the overseas computing power, domestic computing power, and lithium battery themes have shown high industry prosperity. 7. Guojin Securities: The "mini-boom" in the real estate market is expected to continue, and the stabilization of housing prices is expected to become more solid.
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