Foreign
1. UBS: The volatility of the US dollar has increased the attractiveness of gold.
2. JPMorgan: The impact of tariffs may still lead to a recession.
3. JPMorgan: Bitcoin will outperform gold for the rest of the year.
4. Barclays: No longer expects the United States to fall into recession in the second half of 2025.
5. Macquarie: OPEC+ is expected to continue to increase oil production in July, with a daily increase of up to 400,000 barrels.
6. Barclays: Japan's economic growth may stagnate for a while.
7. Barclays: Raised growth expectations for the United States and the eurozone, but warned that risks remain.
8. Swissquote Bank: The weakening of the US dollar and the increase in volatility have become a pain point for investors.
9. Capital Economics: Japan's weak quarterly GDP suggests that the Bank of Japan may postpone the time of interest rate hikes.
10. Credit Agricole: The Bank of Japan may not raise interest rates until January next year.
Domestic
1. CICC: Postponed the forecast of the Fed's interest rate cut to the fourth quarter.
2. CITIC Securities: The demand for consumer goods is fluctuating at the bottom, and we should actively seize structural opportunities.
3. CITIC Securities: Focus on the allocation opportunities of gold, rare earth, copper, aluminum, tin and tungsten sectors.
4. CITIC Construction Investment: Real estate companies with strong credit will still have obvious competitive advantages in the future.
5. CITIC Construction Investment: 2025 is expected to be the first year for Agent to land, and large companies are actively competing for traffic entrances.
6. Caitong Securities: The reform of the reserve ratio has begun.
7. Huatai Securities: Pay attention to the new logic of bank allocation under the fund reform.
8. Tianfeng Securities: The policy tone continues to be strong, and securities companies are expected to take advantage of the wind.
9. BOC Securities: It is recommended to pay attention to the leading Internet companies that have value reshaping space and actively embrace AI under the empowerment of AI.
