Overseas
1. Goldman Sachs: US inflation may reach nearly 4% before Christmas.
2. Capital Economics: Trump is eager to show progress on tariffs, but details of the agreement are unclear.
3. UOB: The Fed may delay rate cuts due to tariff risks.
4. Macquarie: Global trade faces "huge pressure".
5. Commerzbank: The Bank of England will continue to cut interest rates once a quarter.
6. HSBC: The Bank of England may cut interest rates again next month.
7. Scotiabank: The threshold for rate cuts has been significantly raised, and the Bank of England is expected to remain on hold in June.
Domestic
1. CICC: In the future, demand for liquor may rebound slightly at a slower rate.
2. CITIC Securities: Short-term tensions between India and Pakistan may continue, but the intensity and scope of the conflict are unlikely to escalate on a large scale.
3. CITIC Securities: Policy catalysis continues, pay attention to the improvement of domestic consumption sectors.
4. CITIC Securities: The new regulations for public funds support the best and limit the worst, focusing on long-termism.
5. Zheshang Bank: Further clarify that credit card funds cannot be used in the field of gold investment.
6. Kaiyuan Securities: State-owned asset integration and technology mergers and acquisitions are emerging, nurturing a new round of M&A investment opportunities.
7. BOC Securities: The high prosperity of the automobile market is expected to continue.
