Golden Ten Data Compilation: Daily Investment Bank/Institutional Opinions Summary (2026-01-02)
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International
1. Barclays: The next Fed rate cut is expected in March.
2. Moody's Analytics: The Fed may actively cut rates three times in the first half of 2026.
3. JPMorgan: The U.S. labor market is expected to first decline and then recover in 2026.
4. ING: The Bank of Japan's rate hikes will be quite gradual.
5. Deutsche Bank: The European banking sector will shift to M&A and other external growth in 2026.
6. Danske Bank: Global market liquidity is expected to rebound next week.
Domestic
1. CSC Financial: The A-share bull market is expected to continue in 2026.
2. Industrial Securities: The Hong Kong stock market will continue its bull market pattern in 2026, with the market trend rising in a "torch climbing" manner with fluctuations.
3. BOC International: China's auto industry is expected to have a strong start this year, possibly entering a destocking phase in the first quarter.
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