International
1. Goldman Sachs: Expects the Fed to raise interest rates in December.
2. Fitch: Data in the coming weeks will lay the foundation for a December rate hike.
3. Bank of America: Investors withdrew from US stocks for the second consecutive week.
4. World Bank: Expects commodity prices to rise by 23% in 2026, with global oil supply declining by 5.2%.
5. RBC: Diplomatic efforts cannot mask risks; the US may restart military strikes against Iran.
6. ING: The UK budget may benefit the pound and UK government bonds.
7. Oxford Research: The French fiscal crisis may worsen further, but the ECB is unlikely to intervene.
8. Danske Bank: French fiscal risks weaken expectations of an ECB rate hike; the euro may weaken further.
9. Danske Bank: A rebounding dollar puts pressure on the euro; expectations of an ECB rate hike in December remain.
Domestic
1. CICC: The Fed's rate hike cycle is not over, but there is no need to rush into action.
2. Open Source Securities: The Federal Reserve will remain cautious, and may raise interest rates again in 2026.
3. CITIC Securities: Still expects the Federal Reserve to raise interest rates by another 25 basis points in December.
4. CITIC Securities: Pay attention to the renewed rise in freight rates; pullbacks present buying opportunities.
5. CITIC Securities: Frequent disclosures of share buybacks and increases demonstrate market confidence.
6. CITIC Securities: The AIGC creation platform sector has a market potential of hundreds of billions of dollars.
7. CITIC Securities: The current liquor sector is in the late stage of cyclical bottoming out and the final stage of clearing out.
