Internationally:
1. UBS: The ECB's decision can be seen as a "hawkish pause," with a further rate hike expected in December.
2. ANZ: The current oil market supply and demand balance is more fragile; Brent crude price forecast raised to $105.
3. Scotiabank: Fundamentals are no longer sufficient to support a strong dollar, and downside risks are increasing.
4. Sumitomo Mitsui: With tightening global financial conditions, the Bank of Japan may not be under immediate pressure to raise interest rates.
5. Oxford Economics: Q3 GDP shows a strong but unbalanced US economy.
6. Deutsche Bank: The Bank of Japan's policy shift has shifted market focus from when to raise rates to the end of the interest rate cycle.
Domestically:
1. Golden Credit Rating: The Fed may continue to raise rates in 2027.
2. CITIC Securities: Five main investment themes recommended for the agricultural products sector in 2027.
3. BOC Securities: The stable development prospects of the A-share market remain unchanged. 4. Zhongtai Securities: The trend in the technology industry has not reversed, and the industry fundamentals remain positive in the medium to long term.
5. Guoyuan Securities: The industrial machine tool market continues to grow, with policies and technology driving industry development.
6. Wanlian Securities: A super El Niño has arrived, and supply shocks are being transmitted along the supply chain.
