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Federal Reserve Board Governor Milan: House price inflation is expected to decline in the next 6 to 12 months.

2025-09-25

Federal Reserve Board Governor Milan: House price inflation is expected to decline in the next 6 to 12 months.

Other News
2025-09-25

International 1. Barclays: Despite continued negative news, the US dollar remains resilient. 2. Goldman Sachs: The EU is unlikely to impose a complete ban on Russian oil imports. 3. Goldman Sachs: Emerging market stocks and currencies are expected to

International 1. Barclays: Despite continued negative news, the US dollar remains resilient. 2. Goldman Sachs: The EU is unlikely to impose a complete ban on Russian oil imports. 3. Goldman Sachs: Emerging market stocks and currencies are expected to rise by the end of the year. 4. Commerzbank: The Swiss franc may see a slight boost if the Swiss National Bank maintains interest rates. Domestic 1. Orient Securities: Market liquidity is expected to remain stable and ample by the end of the year. 2. CICC: Rubin may promote the application of micro-channel liquid cooling technology, further strengthening the inflationary logic of liquid cooling. 3. CITIC Securities: The long-form video industry is experiencing favorable policies, and the long-form drama ecosystem is expected to recover. 4. CITIC Securities: The catering industry saw month-on-month improvement in August, and structural opportunities are being seized. 5. CITIC Securities: The carbon fiber industry is in the recovery phase of its cyclical bottom, and we recommend focusing on high-quality companies. 6. CITIC Securities: The long-form video industry is experiencing favorable policies, and the long-form drama ecosystem is expected to recover. 7. BOC Securities: Coal prices are expected to rise, further supporting cement prices. 8. BOC Securities: Winter will see extended periods of staggered kiln shutdowns, which may continue to push up cement prices. 9. BOC Securities: The overseas second-half promotional season is approaching, and panel procurement is showing positive signs. 10. Huatai Securities: Focus on companies with a comprehensive product matrix for specialty electronic fabrics and rapid capacity expansion.
2025-09-25

According to the New York Times: The US Department of Justice is pushing for an investigation into the George Soros Foundation.

According to the New York Times: The US Department of Justice is pushing for an investigation into the George Soros Foundation.
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