Foreign 1. Goldman Sachs: Canada and Mexico's tariffs will increase US inflation by 0.6%. 2. UBS: The relative wind in the US market...
2025-03-04 08:12:16
< b > Abroad < br > < span class = "section-news" > 1. Goldman Sachs: Tariffs on Canada and Mexico will raise US inflation by 0.6%. < br > < span class = "section-news" > 2. UBS: The relative risk of the US market is skewed to the downside. < br > < span class = "section-news" > 3. UBS: The risk of China outperforming is higher than the risk of its underperforming, maintaining an overallocation of Chinese stocks. < br > < span class = "section-news" > 4. JPMorgan Chase: Gold prices are expected to approach $3,000 by the end of 2025. < br > < span class = "section-news" > 5. ABN Amro: Tariff concerns could hit credit assets hard. < br > < span class = "section-news" > 6. Capital Economics: The European Central Bank's decision faces the risk of a larger-than-expected rate cut. < br > < span class = "section-news" > 7. Jefferies: The U.S. labor market may turn to a weak phase. < br > < span class = "section-news" > 8. Deutsche Bank: The European Central Bank is expected to cut interest rates by 25 basis points, focusing on its forward-looking signals. < br > < b > Domestic < br > < span class = "section-news" > 1. CITIC Construction Investment: Maintain a bullish view, pay attention to smart driving and robot adjustment buying points. < br > < span class = "section-news" > 2. CITIC Securities: The liquidity gap in March will narrow significantly compared with February. < br > < span class = "section-news" > 3. Everbright Securities: The storage price decline is coming to an end, and the price is expected to gradually recover in the second quarter.
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