International
1. Wells Fargo raises its gold price forecast.
2. Goldman Sachs: Copper price breakout may be unsustainable unless inventories decline significantly.
3. Morgan Stanley: A slowdown in the labor market may still be a reason for interest rate cuts.
4. Mitsubishi UFJ: The dollar rebound is unlikely to be sustainable; a Fed rate cut in December is still possible.
5. Societe Generale: The market is still overly optimistic about Fed rate cut expectations.
6. Commerzbank: Lagarde hints that the ECB may keep interest rates unchanged for an extended period.
7. BNY Mellon: Expectations for a Fed rate cut in December may fluctuate significantly.
8. Deutsche Bank: The resilience of the Eurozone economy restrains the ECB's dovish tendencies.
Domestic
1. CITIC Securities: Hong Kong stock risk appetite is rising; US stocks still have investment value.
2. CITIC Securities: Bank stock volatility has increased, but the sector's fundamentals remain stable.
3. CITIC Securities: Bank stock volatility has increased, but the sector's fundamentals remain stable.
4. China Merchants Securities: The business climate across all capital market lines is expected to continue improving.
5. UOB: Despite the recent pullback, the long-term drivers of gold prices remain unchanged.
6. TF Securities: A 25bp rate cut in December by the US, followed by approximately three more rate cuts next year, is likely still the baseline scenario.
