International
1. JPMorgan: High interest rates will not hinder the US economy driven by the AI capital expenditure cycle.
2. Goldman Sachs: Diesel prices will remain high until 2027.
3. Deutsche Bank: Australians are less sensitive to RBA rate hikes.
4. Central 1 Credit Union: The Bank of Canada may only raise rates twice, with the first action expected to be delayed until early next year.
5. US Energy Information Administration: WTI crude oil prices are projected to be $88.21/barrel in 2026, and Brent crude oil prices to be $96.32/barrel.
Domestic
1. CITIC Securities: The market is expected to see a recovery after the short-term factors are digested following the holiday.
2. Zheshang Securities: The "diamond structure" will continue in the fourth quarter; a neutral-optimistic attitude is maintained towards the A-share market.
3. Guoxin Securities: There is still room for monetary policy in the fourth quarter, and fiscal support will strengthen.
4. Xiangcai Securities: The macro environment and fundamentals will remain strong for most of the fourth quarter, and the market is expected to perform as a slow bull market driven by earnings defense.
