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2024-12-13 04:40:07

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.Blonde Technology: Shareholders holding more than 5% of the shares plan to transfer 2% of the shares internally. Blonde Technology announced that as of the announcement date, Ms. Xiong Haitao, a shareholder, holds 122 million shares of the company, accounting for 4.64% of the company's total share capital; Ms. Xiong Haitao and her concerted actions hold a total of 216 million shares, accounting for 8.2% of the total share capital. Ms. Xiong Haitao plans to sign an agreement with Warburg Wanying Private Equity Fund to increase it as a concerted action, and plans to transfer no more than 52.73 million shares to it through block trading, that is, no more than 2% of the total share capital. After the transfer is completed, Huabao Wanying will entrust Ms. Xiong Haitao with the right to vote on the shares. This internal transfer does not involve market reduction, and the shareholding ratio remains unchanged, which does not affect the company's control.Shanghai Petroleum and Natural Gas Trading Center completed the first delivery of the pre-sale and listing of diesel oil in East China, and Shanghai Petroleum and Natural Gas Trading Center completed the first delivery of diesel oil in the first half of December for the pre-sale and listing of diesel oil in East China on December 10th. The seller who completed the first delivery is Zhejiang Zhoushan Weide Energy Co., Ltd., and the buyer is Zhoushan Weilan Energy Co., Ltd., with an average delivery price of 5974 yuan/ton, and the corresponding value-added tax price is 6750.62 yuan/ton. In November, the buyers and sellers locked in the purchase (sales) volume and price in the first half of December in the pre-sale listing transaction, and determined Sinochem Nantong Warehouse as the delivery place, and completed the first delivery in two installments on December 9 and 10 respectively.


After the release of CPI data in the United States, the yield of euro zone bonds fell by about 1 basis point, and the yield of German 10-year bonds is now flat at 2.116%.German Chancellor Angela Scholz submitted an application for a vote of confidence, and German Chancellor Angela Scholz sent a request to Parliament on Wednesday to hold a vote of confidence on December 16th, thus paving the way for early federal elections next year. Since the collapse of the coalition of political parties led by Scholz, the policy-making in Europe's largest economy has basically stagnated. If, as expected, Scholz loses the vote of confidence, he must ask the President to dissolve Parliament and hold a new election. Scholz and the opposition parties unanimously agreed to hold a general election on February 23rd next year. Last week, French Prime Minister Banier lost in a vote of no confidence, which highlighted the unusual political instability faced by these two European powers.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.


Analysts commented on the US CPI in November: It is still a consensus that the Fed will cut interest rates by 25 basis points again. JOSH HIRT, a senior American economist at VANGUARD, said: "The US CPI data in November confirmed the market consensus that the Fed will cut interest rates by 25 basis points again. We are still paying close attention to the strength of the labor market and the potential inflationary stickiness of some components of inflation (housing and services) before 2025. "US official: Russia may launch another experimental Oreshnik missile into Ukraine in the next few days. It is expected that Russia's Oreshnik missile is not a game changer on the battlefield, but an attempt to intimidate Ukraine.The actual average weekly salary in November in the United States increased by 1% year-on-year. According to the data of the Bureau of Labor Statistics, the actual average weekly salary in November increased by 0.3% month-on-month. The actual average hourly wage in November was flat, and the actual average hourly wage in November increased by 1.3% year-on-year. The actual average weekly salary increased by $3.71, reaching $385.99.

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