An executive at South Korean shipbuilder Hyundai Heavy Industries said a manufacturing base in the United States is needed.

[Futures Hotspot Tracking] Pig prices have fallen for three consecutive days. Near-term market pressure is difficult to reverse. Is the spot price likely to move further downward? Market participants will focus on the actual impact of relevant policies on production capacity...

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.