Internationally:
1. TD Securities: The transmission of energy shocks is only a matter of time; the market is postponing expectations of oil price transmission to inflation.
2. Goldman Sachs Asset Management: Soaring inflation poses a headwind, but three factors strongly support the economy.
3. Spartan Capital: If energy prices do not continue to rise, inflation may have peaked.
4. Northwestern Mutual Wealth Management: The Federal Reserve is facing significant difficulties in the final stages of dealing with inflation.
5. Principal Asset Management: US inflation remains high, but cooling core data provides the Federal Reserve with breathing room.
6. Reuters survey: Affected by US lockdowns, OPEC oil production has fallen to its lowest level since 2000.
7. Jefferies: The European Central Bank may only raise interest rates once.
8. DBS Bank: The European Central Bank will maintain a cautious and hawkish stance.
9. TD Securities: The market has already priced in the ECB rate hike; the 10-year German bond yield may decline slightly.
Domestic
1. CICC: Maintains its baseline judgment that the Federal Reserve will neither cut nor raise interest rates this year.
2. CITIC Securities: Expects the Federal Reserve to maintain its target interest rate unchanged throughout the year.
3. CITIC Securities: June sector allocation recommendation adopts a "barbell structure".
4. CITIC Securities: The market has been very sensitive to the interest rate hike narrative recently, but it doesn't necessarily mean an actual rate hike.
5. Guojin Securities: The market has entered a state of high volatility; a defensive approach is recommended, focusing on dividend-generating sectors and upstream technology.
6. Huatai Securities: AI server test power supplies may see opportunities for domestic substitution.
