Deutsche Bank expects the Fed to raise rates by 25bps in March 2027; it had previously projected hikes in September and December 2026.

At its Sept. 14, 2026 interim results briefing Shanshan Co. said that after its controlling shareholder became a state-owned investor it is leveraging the new shareholder background to lower existing loan rates through contract re-signings, swaps and other measures to boost profitability. The company expects loan rates to fall materially and said related work is actively underway.

CSC Financial says divergent Fed rate-hike expectations have unsettled investors; a confirmed Fed hike would consolidate consensus and could kick off a new market leg. A-shares staged a V-shaped rebound on Friday after four negative shocks; combined with an expected Fed hike, Thursday's sharp volume contraction and a relatively complete pullback in the tech sector, CSC sees a potential market turning point and the prospect of a counteroffensive. Portfolio guidance: maintain a balanced base with flexible tilts — increase exposure to communications and electronics as the offensive core; hold banks and insurers as defensive, low-valuation core positions; monitor oil & gas extraction, coal chemicals, coal, oilfield services and shipping/ports for upside from sustained high oil prices.