Foreign
1. Citi: The tariff deadline may be "insignificant" for G10 foreign exchange, but keep an eye on Japan.
2. Morgan Stanley: The Bank of England may accelerate the pace of interest rate cuts in the second half of the year.
3. UBS: There is no risk to the ability of the United States to repay its debts.
4. Moody's: Tariffs and trade uncertainties have increased credit risks in the Asia-Pacific region.
5. Commerzbank: The United States and Vietnam have reached a trade agreement, and it is not surprising that the US dollar is "indifferent".
6. ING: Concerns about the strengthening of the euro seem to be overdone.
Domestic
1. CICC: The resilience of non-agricultural data does not support the Fed's early rate cut.
2. CITIC Securities: The trend of small banks buying bonds in the second half of the year will not change.
3. CITIC Securities: It is believed that the central bank still has room to cut interest rates this year.
4. CITIC Securities: It is expected that the Federal Reserve will cut interest rates again at the September interest rate meeting.
5. CITIC Securities: The size of the submarine optical cable market is expected to have a CAGR of 13% from 2025 to 2030.
6. Cathay Pacific Haitong: Rare earth prices are expected to continue to rise.
7. Huatai Securities: Maintain the judgment that the Fed will cut interest rates twice in September-December.
8. Huatai Securities: The national fertility subsidy policy is expected to be implemented within the year.
9. Galaxy Securities: Domestic demand + military trade resonate, and the military industry sector welcomes investment opportunities.
10. Tianfeng Securities: Optimistic about the overall valuation reassessment of Hong Kong stocks under the aggressive + evolution.
11. CITIC Securities: There is still a surplus of milk sources, and the upstream continues to be destocked, and attention is paid to changes in downstream demand.
假期.jpg)
