2024-12-14 11:35:18
Domestic black futures closed down at night, domestic commodity futures closed mixed at night, and the performance of energy and chemical products was divided. Crude oil rose by 0.83%, fuel oil rose by 0.69%, PTA rose by 0.29%, glass fell by 4.03%, soda ash fell by 2.73% and LPG fell by 1.28%. Black series fell across the board, coking coal fell by 2.05%, coke by 1.97%, rebar by 0.5%, hot rolled coil by 0.43%, iron ore by 0.19% and thermal coal by 0%. Most agricultural products fell, including beans by 1.01%, sugar by 0.9%, Zheng Mian by 0.62%, cotton yarn by 0.58% and rapeseed meal by 0.53%.China is a through train: a moderately loose monetary policy will be implemented in 2025. Recently, both Politburo meeting of the Chinese Communist Party and the Central Economic Work Conference decided that China will implement a moderately loose monetary policy next year. People close to the central bank said that the adjustment of monetary policy expression means that monetary policy will continue to maintain greater support for the real economy next year. In the current situation that the economic recovery is still facing many internal and external uncertainties and prices continue to run at a low level, this is very necessary, and it also reflects the central decision-making deployment of "implementing more active and promising macro policies". Judging from a series of recent policy operations and official statements, China's macro-control ideas are also being dynamically optimized, gradually paying more attention to investment from the past, paying equal attention to investment and consumption, and paying more attention to consumption change. People close to the central bank said that in the future, moderately loose monetary policy will be consistent with the overall macro-control thinking change, and more support will be given to promoting consumption and benefiting people's livelihood. (The country is a through train)ECB officials are expected to cut interest rates further. Villeroy supports the market view, and several ECB officials said that more interest rate cuts are coming. Francois Villeroy de Galhau, governor of the French central bank, said that investors' bets on a cumulative interest rate cut of more than 100 basis points seemed reasonable. "There will be more interest rate cuts next year, and many times," he said on Friday. "Although the central bank did not promise the specific interest rate trajectory in advance, it seems to be quite reassuring to predict the financial market". The interest rate swap market reflects a rate cut of about 120 basis points by the end of next year. According to informed sources, the European Central Bank plans to cut interest rates by 25 basis points in January next year, and may also cut interest rates once in March.
According to statistics, on December 13th, as of press time, eight A-share listed companies, including Weisheng Information, Weixing Intelligent, Tongda Shares, Yangfan New Materials, Xingguang Agricultural Machinery, Huawang Technology, Xinxiangwei and Infineon, disclosed their reduction.The Dow Jones Industrial Average is now at 43,917.68 points, up 3.56 points.Puyin AXA Fund: Zhang Jian is the new chairman of the company. On December 13th, Puyin AXA Fund announced that since December 13th, Zhang Jian has been the new chairman of the company, while Xie Wei, the former chairman, left his post on December 13th due to work arrangements, and there is no explanation for his transfer to other positions in the company.
Institution: The European Central Bank is paying attention to the weakness of the euro. The European Central Bank said yesterday that inflation is slowing down and hinted that it will cut interest rates again. However, Joost Van Leenders, an analyst at Van Lanschot kemen, said in a report that the European Central Bank will pay close attention to the recent weakness of the euro. As the import price rises, a weak currency may push up inflation. The senior investment strategist said that since the current deposit interest rate in the euro zone is 3% and the neutral interest rate is around 2%, the European Central Bank will cut interest rates at least four times. However, European Central Bank President Lagarde stressed that the inflation risk is two-sided.Sources: Leaders of Germany, France, Poland, NATO and other countries will meet in Brussels on Wednesday to discuss Ukraine. Zelensky will also attend the Ukrainian meeting.The main contract of Shanghai Nickel fell by 2.00% in the day, and it is now reported at 126,700.00 yuan/ton.
Strategy guide
Strategy guide 12-14
Strategy guide 12-14