Schlegel, Governor of the Swiss National Bank: It aims to stabilize the inflation rate at 0-2%. We can tolerate inflation temporarily below the target range of 0-2%.Nordic United Bank: The risk of the European Central Bank cutting interest rates by 50 basis points cannot be ignored. Nordic United Bank said that the European Central Bank may cut interest rates by 25 basis points again, but there is also a significant risk of cutting interest rates by 50 basis points. The differences within the Committee have intensified again, and it is not easy for Lagarde to get another consistent compromise. A possible compromise is to cut interest rates by 25 basis points, and at the same time, some guidelines are given, indicating that as long as the ECB's benchmark view remains unchanged, it may cut interest rates again in January. Our benchmark expectation is still to cut interest rates by 25 basis points before the meeting in April next year, when the deposit interest rate is expected to reach 2.25%.Mackler M, Governor of the Bank of Canada: (Regarding the potential tariff policy) We can't make policies based on what may happen. If the (US) tariffs are implemented as promised, it will cause serious damage to the Canadian economy.
IEA monthly report: global oil inventories rebounded in November. OECD crude oil inventories fell by 30.9 million barrels in October. It was observed that global oil inventories fell by 39.3 million barrels in October.The US media said that the Biden administration is considering imposing new sanctions on Russian oil trade. Informed sources: The details have yet to be finalized. The Bloomberg website reported on the 10th local time that the Biden administration is considering imposing new sanctions on Russian oil trade before Trump returns to the White House, and the specific details have yet to be finalized. The article said that the Biden administration is weighing new and stricter sanctions against Russia's lucrative oil trade, trying to increase pressure on the Kremlin before Trump returns to the White House. According to an insider who asked not to be named, the details of possible new measures are still being worked out, but Biden's team is considering imposing restrictions on some Russian oil exports. Up to now, the Russian side has not responded. (CCTV)Xiamen Tungsten Xinneng: Signed a strategic cooperation framework agreement for solid-state batteries with Xinwangda Power. Xiamen Tungsten Xinneng announced that the company and Xinwangda Power signed the Strategic Cooperation Framework Agreement for Solid-state Batteries on December 11, 2024. The two sides will give full play to their respective advantages in market and technology, promote the industrialization of a series of new energy battery materials for solid-state batteries, establish a deep-seated strategic cooperative relationship, jointly develop a series of new energy battery materials for solid-state batteries, and further expand business cooperation at an appropriate time.
Poly Development: Poly Group increased its holdings by 261 million yuan. According to the announcement of Poly Development, the actual controller of the company, Poly Group, has completed the plan to increase its holdings, and accumulated 27,980,100 A shares, accounting for 0.23% of the total share capital, with an increase of 261 million yuan. This increase plan will last for 12 months from December 12, 2023, and the increase amount will be no less than 250 million yuan and no more than 500 million yuan. After the completion of the increase, Poly Group directly holds about 3.03% of the company's shares, and the total shareholding ratio with its wholly-owned subsidiaries is 40.72%. The increase in holdings is in compliance with relevant laws and regulations, and Poly Group promises not to reduce its holdings within the statutory time limit.Seven members of South Korea's ruling party announced that they would support the impeachment of Yin Xiyue. On the afternoon of the 12th local time, another member of South Korea's ruling National Power Party, Han Zhiya, announced that he would vote in favor of the impeachment of President Yin Xiyue on the 14th. Up to now, seven members of the National Power Party have publicly expressed their support for the impeachment of President Yin Xiyue. According to outside analysis, this means that the possibility of Yin Xiyue's impeachment case being passed in the South Korean National Assembly is further increased. (CCTV News)Reuters survey: In December, the Bank of England decided to keep interest rates unchanged or cut interest rates by 100 basis points next year. All 71 economists surveyed during December 6-11 predicted that the Bank of England would keep its target interest rate unchanged at 4.75% at its meeting on December 19. Among the economists who predict the interest rate outlook until the end of 2025, about 54% (36 out of 67) expect to cut interest rates by 100 basis points by the end of next year, another 17 expect to cut interest rates by at least 125 basis points, and 14 expect to cut interest rates by at most 75 basis points.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13