Group 1 - Goldman Sachs predicts that if the credibility of the Federal Reserve is damaged, gold prices could approach $5,000 per ounce, with a baseline forecast of $4,000 by mid-2026 [1] - Morgan Stanley expects gold prices to reach $3,675 per ounce by the end of the year, driven by anticipated Fed rate cuts [1] - Citigroup forecasts silver prices to rise to $43 per ounce in the next few months due to tightening supply and growing investment demand [2] Group 2 - HSBC raised its S&P 500 index target for the end of the year to 6,500 points, citing strong corporate earnings and expectations of Fed rate cuts [2] - Goldman Sachs anticipates Brent crude oil prices to fall to just above $50 per barrel next year due to a global oil surplus [3] - Canadian Imperial Bank of Commerce indicates a bullish outlook for the USD/JPY currency pair, suggesting potential upward movement towards the 150 level [3] Group 3 - Citic Securities predicts that gold prices could exceed $3,730 per ounce by the end of the year, influenced by various economic factors [8] - Citic Securities also notes that the liquidity gap in September may narrow compared to August, indicating a stable monetary policy environment [8] - Citic Securities suggests that the 30-year mortgage rates in the U.S. have room to decline, but the extent may be limited [9]
每日投行/机构观点梳理（2025-09-04）
Jin Shi Shu Ju·2025-09-04 10:24