Foreign
1. Citi: Trump's first actions after taking office pose risks to the bond market.
2. Morgan Stanley: Policy effects helped China's economy exceed expectations in the fourth quarter of last year, and it is expected to continue to increase this year.
3. Morgan Stanley: U.S. Treasury yields are expected to rise after the election, and it is recommended to buy 5-year U.S. Treasury bonds.
4. Morgan Stanley: The U.S.-Japan interest rate spread is expected to narrow, and it is recommended to buy the yen.
5. Bank of America: The expected time for the Fed to end quantitative tightening will be postponed to September.
6. Bank of America: It is time for the Fed to stop cutting interest rates.
7. Mizuho Securities: The Bank of Japan may suspend its actions for a long time after raising interest rates this week.
Domestic
1. Galaxy Securities: The A-share market may usher in an upward trend, and pay attention to market opportunities before and after the Spring Festival.
2. Haitong Securities: The market is expected to start a new round of gains, and the fundamentals of technology and mid-to-high-end manufacturing are better.
3. Minsheng Bank: Interest rate cuts are limited in the short term, and the LPR quotation in January remains unchanged.
4. CITIC Securities: The real estate market is expected to pick up after the holiday.
5. CITIC Securities: The Fed is likely to restart the rate cut after March.
6. CITIC Securities: The market has entered a critical window period for external disturbances to land, and the spring offensive may be advanced.
7. CITIC Securities: The United States has further increased restrictions on China's advanced storage, forcing the domestic production of the high-end storage industry chain to accelerate.
8. Everbright Securities: The certainty of tight supply and demand in oil transportation is expected to be further enhanced, and we continue to be optimistic about the improvement of oil transportation prosperity.
9. CITIC Securities: The market has entered a critical window period for external disturbances to land, and the spring offensive may be advanced.
