Barclays: There is a high degree of uncertainty in the US interest rate forecast in 2025. Based on the baseline prospect of a soft landing of the US economy in 2025, Barclays interest rate strategists predict that the yields of 2-year and 10-year government bonds will close at 3.75% and 4.25% respectively next year, and the yield difference between 2s10s will widen by about 50 basis points. According to the report, interest rate cuts should push interest rates down, while longer-term yields are under pressure from factors such as rising neutral interest rates, high interest rate volatility, inflation risk premium and net bond expansion. But the incoming Trump administration will bring "great uncertainty".The application of AI continues to deepen and the prosperity of the sector continues to improve. Recently, a number of artificial intelligence companies have intensively released their latest products, and the related concept sectors in the A-share market are active. Analysts believe that overseas AI applications are growing strongly, and the growth potential of domestic AI applications is expected to explode. On the one hand, the performance of the core AI application companies in US stocks has grown rapidly, further strengthening the AI narrative logic; On the other hand, domestic AI application scenarios are more extensive and have achieved good application results in many fields such as education and office. It is suggested to focus on the growth and liquidity of domestic AI applications.Incremental funds can be expected to continue to expand CSI A series products, and CSI A series products are still expanding. Since December, CSI A500 and CSI A500 Index have welcomed many new products to be reported. At present, the number of Public Offering of Fund products around CSI A500 Index and CSI A500 Index is close to 140. Among them, 22 CSI A 500 ETFs have been listed, with tens of billions of ETFs frequently appearing. On December 9, among the third batch of CSI A 500 ETFs, many ETFs have been approved and will be launched soon. (SSE)
Regulator: Anglo American faces environmental fines in Chile.Ethereum fell by 5.00% in the day and is now quoted at $3,800/piece.Chief negotiator of Volkswagen: After today's negotiations, it is obvious that we are still far from the solution.
Colombia's interior minister said that the proposed $2.7 billion fiscal reform is not feasible, and a smaller amount is feasible.The regulation first mentioned "transferring books to change risks", and property insurance institutions added "new ways" to clear risks. In the Action Plan on Strengthening Supervision, Preventing Risks and Promoting Reform to Promote High-quality Development of Property Insurance Industry issued by the State Financial Supervision and Administration, the term "transferring books to change risks" appeared for the first time. Because the term "transferring books to avoid risks" first appeared in official website document, and it is one of the ways for property insurance companies to clear risks, it has attracted much attention. Many people in the industry said that "transferring books to insurance" is to provide more choices and space for risk disposal by moving the registration place of problem insurance companies to different places. The concept of "transferring books to avoid risks" embodies the determination of government departments such as regulatory agencies to clear up industry risks. With the clarification of regulatory policies, it is expected that insurance companies will pay more attention to marketization and legalization when clearing risks in the future. (Securities Daily)Argentina's MERVAL index closed up 1.31% to 2.231 million points.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide