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2024-12-14 06:07:57

Australia's ASX 200 index narrowed to 0.1%, and the Australian dollar increased. The just released Australian employment data was better than expected.Yin Xiyue stayed in the office for 30 minutes and then returned to her residence. (Yonhap News Agency)CICC: Inflation in the United States may push the "hawks to cut interest rates". The CICC research report said that inflation data opened the door for the Fed to cut interest rates next week, but we also predicted that the "hawks to cut interest rates" will be staged next week, and the Fed may cut the guidance on interest rate cuts in the bitmap. We predict that the new bitmap will show that the total interest rate will be cut twice in 2025 (compared with four times before), and the federal funds rate will be lowered to a neutral level of 3.75% to 4% by the end of the second quarter of next year.


Han Dongxun, leader of South Korea's ruling party, said that President Yin Xiyue should be dismissed immediately. The only way is for the ruling party members to vote for impeachment.South Korea's Seoul Composite Index rose to 1%.The strategy of Guojun Junan Household Appliances in 2025: The subsidy policy is still the key to determine the level of domestic demand, and the leading enterprises with leading layout will continue to be optimistic about going out to sea. Guotai Junan said that in 2024, the domestic sales category will be divided and the overall export will be stable. The household appliance industry presents four key words: looking at the sky/involution/multi-point flowering/continuous going out to sea. Looking forward to 2025: look forward to the domestic demand policy and continue to be optimistic about the sea leader. Subsidy policy is still the key to determine the level of domestic demand, and we will continue to be optimistic about leading enterprises with leading layout. Be optimistic about the leading enterprises and pay attention to three main lines: 1) Continue to be optimistic about the leading enterprises under the logic blessing of trade-in and going out to sea; 2) For industries with pure domestic demand, pay attention to the turning point of enterprises; 3) Pay moderate attention to the fermentation of potential themes, such as AI+ intelligence and the reform of state-owned enterprises, and the growth of mergers and acquisitions.


Syrian Human Rights Watch: Israel continues to air strike Syrian military facilities. On the 12th local time, Syrian Human Rights Watch said that Israeli warplanes continued to launch air strikes against military facilities in Syria, including military sites in Latakia port and arsenals in Tartus province. According to the organization, this is the fourth consecutive day that Israeli warplanes launched an air strike on the Syrian arsenal after the overthrow of Bashar al-Assad's government.On the occasion of Yin Xiyue's speech, the increase of KOSPI index in South Korea narrowed to 0.3%, and it rose by 1.1% earlier.Rosario Grain Exchange: Argentina's wheat production in 2024/25 is estimated to be 19.3 million tons, compared with the previous estimate of 18.8 million tons.

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