[Commodity Trading Logic] This week, the prices of container shipping Europe, styrene, and alumina rebounded sharply. How long can the upward trend last? What are the key points worth paying attention to for popular commodities such as crude oil, gol

Toyoaki Nakamura, board member of the Bank of Japan: Japan's economy has achieved a moderate recovery, but there are still some signs of weakness.

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.