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White House National Economic Council Director Hassett: We are studying possible executive orders targeting artificial intelligence and business.

2026-05-06

White House National Economic Council Director Hassett: We are studying possible executive orders targeting artificial intelligence and business.

Other News
2026-05-06

International 1. ING: The next driver for gold prices is the interest rate outlook. 2. SEI: The Fed is unlikely to raise interest rates as it could harm the economy. 3. Commonwealth Bank of Australia: Easing tensions in the Middle East lead to ris

International 1. ING: The next driver for gold prices is the interest rate outlook. 2. SEI: The Fed is unlikely to raise interest rates as it could harm the economy. 3. Commonwealth Bank of Australia: Easing tensions in the Middle East lead to rising gold futures. 4. Goldman Sachs: Declining global oil inventories may cause supply shortages in some regions. 5. Bank of America: The base case is that volatility caused by the situation in Iran will continue. 6. ING: Investors prefer currencies of countries that have raised interest rates to combat inflation. 7. TD Securities: The Reserve Bank of Australia may pause rate hikes before its final rate increase in August. Domestic 1. CITIC Securities: The coal industry's performance is expected to decline in 2025, but a strong performance is anticipated in Q2 2026. 2. CITIC Securities: Fund allocation to the electronics sector declined slightly in Q1, but the overweight ratio remains at a historically high level. 3. CITIC Securities: Currently, the coal sector has sufficient catalysts, and a peak season rally is expected. 4. Huaxi Securities: Optical communication is bringing about industry transformation, and the demand for solder paste is expected to surge. 5. Huatai Securities: The short-term market may enter a period of fluctuation; a dumbbell portfolio is recommended in terms of investment style. 6. Galaxy Securities: We recommend focusing on upstream computing infrastructure with high growth potential. 7. Galaxy Securities: Energy, communication services, and assets with stable cash flow still have relative advantages. 8. Galaxy Securities: The market may continue to fluctuate around recurring external geopolitical conflicts, domestic fundamental recovery, and expectations for subsequent policies.
2026-05-06

US PROPSAL: FULL NUCLEAR DEAL WITH IRAN TO BE NEGOATIATED LATER

US PROPSAL: FULL NUCLEAR DEAL WITH IRAN TO BE NEGOATIATED LATER
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