财达证券：晨会纪要-20240907

Group 1 - The report highlights that the 30-year mortgage rate in the US is currently at 6.35% [1] - The Central Bank of Egypt has maintained its benchmark interest rate at 27.25% [1] - Major Chinese stocks have shown mixed performance, with NIO rising over 14% [1] Group 2 - The report notes that the US Federal Reserve is seeking public input to reform its discount window operations [1] - Citigroup and other major banks are facing a critical test regarding their 50 basis point interest rate cut predictions [1] - JPMorgan has downgraded its Q4 oil price expectations, indicating that OPEC+ production levels will remain unchanged over the next year [1] Group 3 - The report mentions that the German Institute for Economic Research predicts stagnation in Germany's economic growth [1]