Internationally:
1. Bank of America: Expects the Federal Reserve to raise interest rates three times this year.
2. Morgan Stanley: Liquidity tightening is the real threat to US stocks in the near term.
3. Morgan Stanley: ETF demand is a key variable driving gold to $5,200.
4. Deutsche Bank: Expects gold prices to reach $4,300/oz in the third quarter and $4,800/oz in the fourth quarter.
5. Goldman Sachs: Lowered its 12-month recession risk forecast for the US to 15%, from a previous forecast of 25%.
6. Barclays: Raised its 2026 S&P 500 target to 7,800 points.
7. Citadel Securities: The Fed's new policy framework may stabilize long-term Treasury yields.
8. Kpler: Expects Asian crude oil imports to recover to 22.18 million barrels per day in June.
9. Danske Bank: Expects the average Brent crude oil price to be $80 per barrel for the remainder of 2026.
Domestic
1. CITIC Securities: Non-bank financial institutions are expected to see multiple catalysts.
2. CITIC Securities: Achieving effective results on the nuclear issue within 60 days is extremely difficult.
3. CITIC Securities: The PCIe protocol will become a slow inflationary link in the AI era.
4. CITIC Securities: Focus on new directions where the boom is spreading.
5. CITIC Securities: 2026 is expected to be a big year for humanoid robot applications.
6. CITIC Securities: With sulfur prices falling, focus on the medium-term investment value of fertilizer companies.
