Internationally:
1. Goldman Sachs: If the recovery of Gulf oil exports stalls, Brent crude could surge above $110.
2. Barclays: The Bank of Korea raised its growth and inflation forecasts at its last meeting, a clear signal of an interest rate hike.
3. ING: Narrowing short-term interest rate differentials between Europe and the US support the euro, but rising oil prices may limit its gains.
4. ANZ: Lowered its year-end gold price forecast to $4,600 per ounce.
5. RBC: Improved economy supports a "wait-and-see" stance; the Bank of Canada is expected to keep interest rates unchanged for the sixth consecutive time.
6. RBC: Expects the Bank of Canada to keep interest rates unchanged; 2026 economic growth forecast may be significantly revised downward.
Domestically:
1. CICC: Maintains its baseline judgment that the Fed will not raise interest rates this year, but the threshold for a rate hike has already decreased.
2. CITIC Securities: Continues to be optimistic about the domestic computing power industry chain.
3. CITIC Securities: US June CPI was lower than expected across the board; still expects the Fed to hold rates steady for the whole year. 4. Golden Credit Rating: The economy will show a "V-shaped" trend throughout the year.
5. Golden Credit Rating: The central level of the 10-year US Treasury yield is likely to continue to rise.
6. Huatai Securities: Focus on three themes during the earnings season: AI, price increases, and manufacturing.
7. China Merchants Securities: Electronic fabrics are in a super boom cycle, with industry drivers shifting towards earnings growth.
