Internationally:
1. JPMorgan Private Bank: Gold prices could reach $5200-$5300 by the end of 2026.
2. Sparta Capital Securities: The US government shutdown could make a further Fed rate cut in December possible.
3. Fanocine: The end of the US government shutdown could end the dollar's upward trend.
4. TD Securities: The US House of Representatives is expected to vote on Wednesday, and the government shutdown is expected to end on Friday.
5. Standard Chartered Bank: The dollar is ending its undervaluation and returning to its historical normal level.
6. Rabobank: If official data improves, the dollar is expected to strengthen.
7. UBS: Predicts that a Fed rate cut will bring the 10-year US Treasury yield down to 3.50%.
8. OCBC Bank: With the US government restart imminent, gold may become a potential beneficiary asset.
9. UBS: The S&P 500 index may rise to 7500 points in 2026.
10. Commerzbank: Despite high inflation, the Turkish lira still faces pressure from the central bank to cut interest rates.
11. ING: If wage data is weak, the pound may weaken against the euro.
Domestic:
1. CITIC Securities: The trend of residents shifting savings to investment is significant, and there is still considerable room for improvement in equity asset allocation.
2. CITIC Securities: 2026 growth is expected to maintain around 4.9%, with economic growth showing a "low at the beginning and high at the end" pattern.
3. CITIC Securities Automotive 2026 Investment Strategy Outlook: Intelligent driving is gaining momentum, robotics is breaking through, and the technological attributes of automobiles are advancing.
