Foreign 1. Xiaomo: If Trump wins the election, the Federal Reserve may suspend the easing cycle as early as December. 2. Citi: Gold may face a sell-off after the US election, and it is recommended to buy on the dip. Long-term bullish to $3,000/ounce. 3. Capital Economics: Market volatility after the election may not be as large as currently expected. 4. UBS: China's class A share earnings are expected to recover in the first half of the year, and policy dividends drive expectations to reverse. 5...
Morgan pointed out that the United States and Japan will converge on fair value-based interest rates. Against the backdrop of other central banks turning to monetary easing, expectations of UK interest rate cuts may cool the pound... > >