Huatai Securities: The US dollar and oil prices are stronger than expected this year, while global liquidity easing is below expectations.

Mars Finance news: According to Jinj ten, a research report from Huatai Securities states that the ongoing duration of the Middle East conflict and its impact on global supply and demand have already gone beyond a “temporary” shock, leading to a material breakdown in capital and the supply chain. It is expected that within the year, the U.S. dollar and oil prices will perform better than expected, while the degree of global liquidity easing will be less than expected, and the room for valuation expansion will also be less than expected. The market may go through a psychological process of shifting from tracking the news back to focusing on fundamentals, paying even more attention to risks of shortages of goods, supply chains, and cash flow. Huatai Securities advises maintaining a certain level of respect for volatility.