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ECB Governing Council member Sleiphun: There is indeed a risk of stagflation.

2026-03-24

ECB Governing Council member Sleiphun: There is indeed a risk of stagflation.

Other News
2026-03-24

Internationally: 1. Goldman Sachs raised its estimate of the probability of a US recession to 30%. 2. HSBC: The risk of stagflation in Japan has cast a shadow over the positive outcome of wage negotiations. 3. ANZ: Oil prices are likely to remain abo

Internationally: 1. Goldman Sachs raised its estimate of the probability of a US recession to 30%. 2. HSBC: The risk of stagflation in Japan has cast a shadow over the positive outcome of wage negotiations. 3. ANZ: Oil prices are likely to remain above $100 per barrel in the short term. 4. Phillip Nova: Gold prices are likely to remain volatile in the short term. Domestically: 1. CICC: The current situation may represent a relative low point for A-shares in the medium term; the deep correction has presented a good opportunity to invest. 2. Galaxy Securities: This round of gold price adjustments is more of a change in pace than a trend reversal. 3. CITIC Securities: Power shortages remain the main theme for the year; we remain optimistic about the gas turbine industry chain. 4. Huatai Securities: Focus on the intersection of undervalued and low-crowding sectors and industries that may benefit from high oil prices. 5. Founder Securities: View external shocks rationally; the medium- to long-term positive trend of A-shares remains unchanged. 6. CITIC Securities: Policy support has helped electricity prices bottom out early; industry valuations are regaining expansion. 7. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces. 8. CITIC Securities: GDF-15 inhibitors are expected to be approved for the treatment of cancer cachexia. 9. Tianfeng Securities Strategy: The impact of Middle Eastern funds on Hong Kong stocks is more reflected in structural improvements than in short-term dominant forces.
2026-03-24

ECB Governing Council member Radev: There are some signs of a second-round effect.

ECB Governing Council member Radev: There are some signs of a second-round effect.
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