Internationally
1. Castle Securities: Warsh may surprise the market with a rate hike this week.
2. HSBC: The dollar is unlikely to rise significantly unless the Fed raises rates.
3. Citi: Expects a short-term gold price target of $4,500.
4. Citi maintains its bet that the Fed will hold rates steady this week.
5. Citi: Expects a year-end copper price target of $15,000 per ton.
6. Pictet Wealth: The market may have overreacted to expectations of a Fed rate hike.
7. IEA: Despite record prices, the copper supply deficit could reach 25% by 2035.
8. MUFG: High US Treasury yields and Middle East tensions support the dollar.
9. ING: If the Bank of England keeps interest rates unchanged, the pound could fall further against the euro.
10. Morgan Stanley: Global M&A transaction volume is approaching record levels.
11. Capital Economics: By 2027, Fed policy may diverge from the ECB and the Bank of England. Domestic
1. CITIC Securities: Eight Macroeconomic Perspectives for Long-Term Success in A-Shares.
2. CITIC Securities: Strongly Bullish on Investment Opportunities in the Oversold Electronics Sector.
3. CITIC Securities: The Copper Sector is Currently in the Early Stages of Valuation Recovery.
4. CITIC Securities: The Upward Trend in Whey Protein Market Exceeds Expectations; Focus on Opportunities in Domestic Protein Products.
5. CITIC Securities: Strongly Bullish on Investment Opportunities in the Oversold Electronics Sector.
6. Guojin Securities: AI Optical Modules + NV-CoWoP are Expected to Drive Rapid Expansion of mSAP-PCB.
7. Southern Asset Management: The Equity Market Bottoming Process May Have Entered its Later Stages; Semiconductor Capacity Expansion Logic is Expected to Re-emerge as the Main Theme.
