Internationally:
1. Goldman Sachs: Now expects the Fed to raise interest rates by 25 basis points in September.
2. Goldman Sachs: Maintains its year-end gold price forecast of $4,900, but faces significant upside risks.
3. JPMorgan: Expects the Fed to raise interest rates by 25 basis points each in September and December 2026.
4. UBS: Gold investors may already be focused on the Fed's future actions.
5. Barclays: If the Fed holds rates steady or adopts a dovish stance, the dollar may come under pressure.
6. BNP Paribas: Expects the Fed to raise interest rates three times between September 2026 and January 2027.
7. Deutsche Bank: Expects the Fed to raise interest rates a total of three times by March next year.
Domestically:
1. CICC: From the perspective of maintaining the Fed's credibility, a September rate hike is the best course of action.
2. CICC: Raises its 4Q26 Brent oil price forecast to $85 per barrel. 3. CITIC Securities: The Fed's rate hike is imminent, and A-shares may see a rebound.
4. CITIC Securities: Rate hike expectations are fully priced in, and gold is expected to bottom out and rebound.
5. CITIC Securities: Vera Rubin will drive another round of AIDC power supply growth.
6. Huatai Securities: US CPI exceeds expectations, making rate hikes a "must-have".
7. Orient Securities: The bond market in September may maintain a range-bound trading pattern overall, with seasonally weakening credit bond allocation.
8. Tianfeng Securities: Short-term adjustment pressure on precious metals has not yet been relieved.
9. CITIC Securities: Shipping cycle paradigm reshaping; pay attention to express delivery peak season prices.
10. Huatai Securities: Hong Kong stocks are racing between fundamentals and discount rates; dividends and innovative drugs are the top picks.
11. Anthropic calls for slowing down the development of advanced AI models; Zheshang Securities: Medium- to long-term positive for AI applications and AI terminal companies.
