International
1. State Street: The structural factors supporting the gold bull market remain solid.
2. Mitsubishi UFJ: Increased fiscal risks in France make the pound more attractive relative to the euro.
3. Societe Generale: The French bond market may be dominated by domestic investors.
4. ING: The ECB's September rate hike received widespread support, but a further rate hike in October is unlikely.
5. Danske Bank: The US dollar remains strong, and US Treasury yields may move towards 6%.
6. Capital Economics: The steepening of the major government bond yield curve has limited room.
7. Major oil traders: Without transshipment operations, oil prices may hit $200.
Domestic
1. CITIC Securities: The ongoing Middle East conflict may keep oil prices volatile at high levels.
2. CITIC Securities: The next round of technology market activity is likely to begin in the fourth quarter.
3. CITIC Securities: Zero-carbon industrial parks are expected to become the next main theme of the resonance between green finance and industrial investment.
4. Huatai Securities: Midstream demand for petrochemicals was weak in the third quarter, while upstream and materials demanded better performance.
5. Huatai Securities: A more positive outlook is emerging for the real estate sector, with a focus on real estate companies better suited to the new business model.
