Commerzbank's interest rate strategist Hauke Siemssen reports that while the bond market may stabilize temporarily, selling pressure remains a risk due to high yields across all maturities. The 30-year U.S. Treasury yield is flat at 5.182%, its highest since 2007, while the Japanese government bond yield remains above 4%. Citibank forecasts Brent crude oil prices could reach $120 per barrel, potentially surging to $150 if the Strait of Hormuz opens slowly in Q3. This is due to underestimated risks of prolonged supply disruptions and a projected decline in global oil inventories by 1 billion barrels this year. Domestically, Huatai Securities suggests the Fed may need to raise rates next year, with a baseline assumption of steady policy rates this year. Meanwhile, the solar and energy storage sector is entering a peak sales season, with strong growth expected in Q2. CITIC Securities anticipates a commodity bull market this year, driven by inflation and monetary easing, while CITIC Futures notes increased short-term adjustment pressures in technology and growth sectors.