Foreign
1. Fitch: Non-farm report shows economic resilience rather than recession, and the Fed will continue to stand aside.
2. Goldman Sachs: Robust non-farm data provides room for patience for the Fed.
3. Goldman Sachs: Non-farm payrolls are strong, and the Fed is expected to implement the next rate cut in July.
4. Barclays: The Fed is expected to implement the next rate cut in July, which was previously expected to be in June.
5. Barclays: Lowered Brent oil price expectations for this year and next year due to OPEC+ accelerating production increases.
6. KCM Trade: Gold prices may trade in the range of $3,200-3,350 before the Fed meeting.
7. MUFG: This wave of rise in the New Taiwan dollar can be called a "19 standard deviation event".
8. MUFG: The slowdown in the Bank of Japan's rate hikes may curb the strength of the yen.
9. Deutsche Bank: The Bank of England will cut interest rates in May and will cut interest rates three more times this year.
Domestic
1. CICC: Opportunities outweigh risks, and foreign investors’ interest in Chinese assets will continue to rise.
2. Everbright Securities: Non-agricultural data is temporarily stable, easing market recession concerns.
3. Huatai Overseas: Demand may slow down faster, and US stocks are still vulnerable.
4. China Merchants Securities: A-share earnings turned positive, and free cash flow yield continued to increase.
