Foreign 1. Morgan: The Federal Reserve is expected to cut interest rates twice in 2025 and four times in 2026. 2. UBS: Federal Reserve Political...
2025-08-26 08:09:45
< b > Abroad < br > < span class = "section-news" > 1. Morgan Stanley: The Federal Reserve is expected to cut interest rates twice in 2025 and four times in 2026. < br > < span class = "section-news" > 2. UBS: The politicization of the Federal Reserve will push up the risk premium of US Treasury bonds. < br > < span class = "section-news" > 3. ANZ Bank: The Federal Reserve as the market knows it is "fading out of sight". < br > < span class = "section-news" > 4. Credit Fanong: The Federal Reserve is expected to cut interest rates twice this year, with an end point rate of 4%. < br > < span class = "section-news" > 5. Holland International: Despite weak economic data, German companies are still counting on fiscal stimulus to boost recovery. < br > < b > Domestic < br > < span class = "section-news" > 1. CICC: It is not advisable to over-interpret Powell's "pigeon". < br > < span class = "section-news" > 2. CICC: The pig industry has entered a new paradigm, and the traditional pig cycle law is gradually becoming invalid. < br > < span class = "section-news" > 3. Shenwan Hongyuan Group: The market is not overheated in an all-round way, and the future of advanced manufacturing will bring more opportunities. < br > < span class = "section-news" > 4. Investment strategy: Pay attention to the progress of the whole society's intelligence under the new technology cycle from a medium and long-term perspective. < br > < span class = "section-news" > 5. CICC: Shanghai has introduced a new property market policy, which is expected to boost local market sentiment in stages. < br > < span class = "section-news" > 6. Huatai Securities: The real estate market is expected to accelerate the "stop-fall and stabilize", and continue to recommend three types of stocks. < br > < span class = "section-news" > 7. CITIC Securities: Further optimization of real estate policies to consolidate the market's stop-fall and stabilize.
Disclaimer:
1. The information provided does not constitute investment advice. Investors should make independent decisions and bear all risks themselves.
2. The copyright of this content belongs to the original author. The views expressed herein are solely those of the author and do not represent the stance or position of this website.
