International
1. KPMG: Expects the Fed to take action in September.
2. JPMorgan Chase anticipates a rate hike as early as December; Warsh's "tough commitment" is facing credibility challenges.
3. JPMorgan Chase: Expects the US Treasury to temporarily postpone bond issuance plans due to the midterm elections.
4. Commerzbank: The euro may not benefit if the US and Iran reach a lasting peace agreement.
5. UBS: The Bank of England's decision is unlikely to have a significant impact on the pound.
6. Rabobank: The Bank of Japan may need to release strong signals of a rate hike to curb the yen's decline.
7. DBS Group: The dollar may be dragged down by the divergence in forward guidance between the Fed and other central banks.
8. Commerzbank: The dollar's initial weakness reflects a repricing of the rate hike path.
Domestic
1. CICC: Warsh's attempt to "outsource" some tightening functions may lead the market to price in a delayed Fed action.
2. CITIC Securities: The rise in long-term US Treasury yields after the Fed meeting mainly reflects Trump's threats against Iran. 3. China Merchants Securities Macro: The Federal Reserve has become a "follower" of the market.
4. Shenwan Hongyuan Securities: In the short term, the Federal Reserve may hold rates steady.
5. Huatai Securities Macro: The FOMC's decision to hold rates steady in July has somewhat eroded the Federal Reserve's credibility.
6. Galaxy Securities: The positive growth rate of milk prices may drive the recovery of profitability for related listed companies.
