International News
1. Citigroup: The Federal Reserve will raise interest rates by 25 basis points in December 2026, after previously predicting the Fed would keep rates unchanged this year.
2. IMF: The IMF projects 4.8% economic growth in the Asia-Pacific region in 2026, higher than its April forecast of 4.4%.
3. Barclays: The Bank of Japan's neutral interest rate may be higher than 2%, and the policy rate is expected to rise to 2% in July 2027.
4. Saxo Bank: The current sell-off in Asian markets reflects a repricing of capital costs.
5. Saxo Bank: The AI stock correction may not trigger a full-blown bear market; the key lies in whether it's a rotation of funds or a spread of risk.
6. Asset management firm Hirtle & Co.: Warsh may believe that Fed rate hikes will help stabilize long-term US Treasury yields.
7. Consulting firm FWDBonds: Sticky inflation may lead the Fed to keep interest rates at higher levels in 2027. 8. One Point BFG Wealth Partners: A 3% to 4% inflation rate in the US may have become the new normal.
Domestic:
1. Huatai Securities: Maintains its judgment that the Fed will pause rate hikes in October and raise rates once in December.
2. CITIC Securities: Still expects the Fed to hold rates steady in October and then raise rates in December.
3. CITIC Securities: The electricity price cycle is reaching an inflection point; nuclear power is regaining its elasticity.
4. CITIC Securities: High-end copper-clad laminates are iterating; chemical-based silicon micropowder is seeing both volume and price increases.
5. CITIC Securities: Current pessimistic expectations for domestic demand in the passenger vehicle market have been fully priced in; it is recommended to seize the bottom of the medium- to long-term cycle for buying opportunities.
