International
1. Fitch: The Federal Reserve is fully committed to supporting employment and will tolerate higher inflation in the short term.
2. Goldman Sachs: Maintaining an overweight position in both A-shares and H-shares, the A-share "slow bull" trend appears more solid than before.
3. KPMG: A continuation of the Fed's current policy into next year could lead to excessive stimulus.
4. BlackRock: The prospect of a Fed rate cut may depend on continued labor market weakness.
5. Mitsubishi UFJ: The Fed has not entered a rate cut sprint mode.
6. Nomura Securities: Adjusted Fed forecasts, adding an October rate cut forecast.
7. Deutsche Bank: Raised its gold price forecast for next year to $4,000.
8. ING: Poor inflation performance has not significantly changed the probability of a Bank of England rate cut.
9. Rabobank: European natural gas prices may stabilize in the high €20 range starting in the second quarter of next year.
10. Bank of America survey: 59% of European investors believe a weak US labor market is the biggest risk to global growth. Domestic
1. CICC: Milan lowered the average rate cut probability on the dot plot.
2. CICC: The Fed is expected to cut interest rates again in October, but the threshold for such a cut will become increasingly high.
3. Huatai Securities: The Fed's annual rate cut forecast has been raised from two to three.
4. CITIC Securities: The Fed is expected to cut interest rates by another 50 basis points this year.
5. CITIC Securities: The US dollar is expected to remain weak in this round of rate cuts, and gold will continue to perform well.
6. Zheshang Securities: The Fed's "risk management" rate cuts may lead to a potential reversal of easing expectations.
7. Minsheng Macro: The Fed's rate cuts are the beginning of problems, making the "stagnation" and "inflation" triggers more easily.
8. CICC: Only a few robotics companies with full-stack capabilities are expected to further break through to the "embodied intelligence" level.
9. Galaxy Securities: The arrival of the seasonal peak season is expected to drive cement prices higher.
