The core inflation in the United States remained stable, increasing by 0.3% for the fourth consecutive month, and the CPI in the United States continued to rise in November, which aggravated people's concerns that the process of curbing inflation was stagnant. Data released on Wednesday showed that the core CPI excluding food and energy costs rose by 0.3% for the fourth consecutive month. Compared with a year ago, it has increased by 3.3%. After the data is released, it is still very likely that Fed policymakers will cut interest rates at next week's meeting. Although the price pressure has dropped from the peak during the pandemic recovery, the recent progress has stabilized. This, coupled with the fading concerns about the labor market, helps explain why several Fed officials advocate a more gradual rate cut.MacKenzie, analyst: With the possibility of interest rate cut by the Federal Reserve in December, the yield of US Treasury bonds headed by two-year treasury bonds only slightly declined. Therefore, the market seems to be quite satisfied with the prospect of the Fed cutting interest rates again and then suspending it early next year.The US CPI data is in line with expectations, and the euro zone bonds are basically flat.
Russian central bank survey: the average key interest rate in 2024 is expected to be 17.5%, compared with the previous forecast of 17.3%. The average key interest rate in 2025 is expected to be 21.3%, compared with the previous forecast of 18%.Zamrazilova, Deputy Governor of Czech Central Bank: There is no reason to change my view on inflation risk in November, and I still think that interest rate cuts should be suspended.The institution is optimistic about these stocks today. On December 11th, as of press time, the institution gave 22 latest buy ratings, among which the target price of 8 stocks was announced:-Steady Medical was optimistic about Huatai Securities, giving a target price of 48.44 yuan; -Hongqi Chain was favored by CITIC Securities, with a target price of 6.80 yuan; -Contemporary Amperex Technology Co., Limited, Jinshiyuan, Fulongma and many other stocks are listed.
Kaisa disclosed the progress of overseas debt restructuring. Hong Kong plans to hold a hearing on December 19, and Kaisa Group Holdings Limited issued an announcement on December 11, disclosing further information about overseas debt restructuring, involving a notice to hold a hearing. According to the announcement, Kaisa Hong Kong plans to hold a hearing in the High Court of the Hong Kong Special Administrative Region at 10 am on December 19, 2024. At the same time, Kaisa Cayman plans to hold a hearing in the Grand Court of Cayman Islands at 9: 30 am on January 15, 2025.German Chancellor Angela Scholz: Calling on legislators to work together for the benefit of the people.Goldman Sachs: CPI clears the way for the Fed to cut interest rates next week. It is expected that the policy will be gradually relaxed in the future. Whitney Watson, an analyst at Goldman Sachs: Today's CPI data clears the way for next week's interest rate cut. After today's data is released, the Fed will start a "silent period", and they still have confidence in the process of anti-inflation. We believe that the Fed will further gradually relax monetary policy in the new year.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13