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Governor of the Hungarian Central Bank: Although household CPI expectations have declined slightly, they are still at a high level.

2025-09-23

Governor of the Hungarian Central Bank: Although household CPI expectations have declined slightly, they are still at a high level.

Other News
2025-09-23

International 1. Deutsche Bank: Gold's continued record highs indicate lurking panic in the stock market. 2. Swissquote: Milan's "150 basis point" rate cut announcement had little impact, with the market voting with its feet. 3. ING: We maintain a ne

International 1. Deutsche Bank: Gold's continued record highs indicate lurking panic in the stock market. 2. Swissquote: Milan's "150 basis point" rate cut announcement had little impact, with the market voting with its feet. 3. ING: We maintain a neutral view on US Treasuries in the short term and are looking for opportunities to short 10-year Treasury bonds. 4. JPMorgan Chase: The Bank of England may cut interest rates in December, but the probability is low. Domestic 1. CICC: The deposit migration trend continues, but at a slower pace. 2. Huatai Securities: The "Eastern Rise, Western Decline" trend in the Chinese semiconductor equipment market may accelerate in the second half of the year. 3. CITIC Securities: Congo (Kinshasa) announces cobalt export quotas, and cobalt prices may rise strongly. 4. CITIC Construction Investment: We are optimistic about robots returning to the main technology growth investment theme. 5. CITIC Securities: Road testing of all-solid-state batteries has begun, with attention focused on interface improvements and in-vehicle pressure increases. 6. CICC: Global power grid investment will exceed $400 billion in 2025, and the high prosperity will continue. 7. Galaxy Securities: Positive fundamentals for banks continue to accumulate, mid-term performance is improving, and a turning point is expected. 8. Galaxy Securities: We remain optimistic about computing power-related PCBs, domestic computing power, IP licensing, chip inductors, etc. in the second half of the year. 9. Everbright Securities: Domestic construction machinery sales in August were not slow, and the domestic sales of non-excavator products have recovered significantly.
2025-09-23

Fed's Goolsbee: The labor market continues to cool at a moderate, moderate pace.

Fed's Goolsbee: The labor market continues to cool at a moderate, moderate pace.
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