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The European Central Bank stated that it will determine the appropriate monetary policy stance based on data and on a meeting-by-meeting basis.
2026-09-10
The European Central Bank stated that it will determine the appropriate monetary policy stance based on data and on a meeting-by-meeting basis.
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2026-09-10
International 1. JPMorgan: Expect strong demand at 30-year US Treasury auctions. 2. Goldman Sachs: Apple's foldable iPhone shipments could reach 35 million units this year. 3. Societe Generale: Trump's team may intentionally weaken the dollar, mak
International 1. JPMorgan: Expect strong demand at 30-year US Treasury auctions. 2. Goldman Sachs: Apple's foldable iPhone shipments could reach 35 million units this year. 3. Societe Generale: Trump's team may intentionally weaken the dollar, making it harder for the US to attract foreign investment in the future. 4. Ebury: US Treasury repurchase agreements may have a greater impact on the dollar than on yields themselves. 5. Aberdeen: A rate hike by the ECB this month is almost a certainty; policy tone and subsequent path will be key. 6. Barclays: The Bank of Japan needs to release additional hawkish signals to support the yen's rise. Domestic 1. CITIC Securities: Innovative drug exports are gaining momentum, and the sector is entering a profit inflection point. 2. CITIC Securities: Reforms to existing home sales may accelerate the disposal of non-performing assets. 3. CITIC Securities: Copper prices are expected to reach $16,000/ton this year. 4. CITIC Securities: Reforms to existing home sales may accelerate the disposal of non-performing assets. 5. Zheshang Securities: The PDH cycle has reached its inflection point, and the profit center is expected to rise. 6. Southwest Securities: Excavator production accelerated in August, and exports exceeded expectations; loader sales saw positive growth both domestically and internationally. 7. Zhongtai Securities: The gaming industry saw strong performance in Q2 2026, with leading companies achieving good overall EPS.
2026-09-10
Bank of Japan board member Yoichi Masaki stated that the recent 7% increase in producer prices is noteworthy, as rising producer prices may push up consumer inflation to a greater extent than in the past.
Bank of Japan board member Yoichi Masaki stated that the recent 7% increase in producer prices is noteworthy, as rising producer prices may push up consumer inflation to a greater extent than in the past.
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