International
1. Goldman Sachs: Russian oil production is expected to decline only slightly.
2. Jefferies: If Powell emphasizes uncertainty, the market may lower its expectations for rate cuts.
3. Brokerage firm Exness: If the Fed confirms multiple rate cuts, gold prices may reach new highs.
4. Capital Economics: The Fed is likely to maintain a cautious communication approach.
5. ING: The US dollar is likely to remain relatively weak this week.
6. ANZ: The Bank of Japan is likely to keep its policy rate unchanged for the rest of the year.
7. BNP Paribas: 10-year German government bond yields are expected to exceed 3% next year.
8. UniCredit: The market has fully priced in the policy differences between European and American central banks, and significant gains in both Europe and the US are unlikely.
9. TD Bank: Inflation data gives the Bank of Canada room to cut interest rates, with two rate cuts expected this year.
Domestic
1. CITIC Construction Investment: A-shares and Hong Kong stocks are showing signs of a "new four bull market" trend, including a technological innovation bull market. 2. CICC: With the subsequent ramp-up of offshore wind installations in Europe, more project orders will flow to Chinese companies.
3. CICC: Ethylene is expected to reach a turning point after 2027.
4. Huatai Securities: Summer air travel volume increases and prices fall, suggesting a potential bottom-up recovery in the economy.
