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.In the UK, the RICS house price difference in November was positive 25, the highest since September 2022, and in October it was positive 16.South Korean President Yin Xiyue will speak to the people again. The reporter learned on the 12th local time that South Korean President Yin Xiyue will speak to the people again. (CCTV News)
Australia's 3-year government bond yield increased, and Australia's unemployment rate decreased.Australia's 3-year government bond yield rose by 10 basis points, and the Reserve Bank of Australia's interest rate cut is expected to cool down.Guotai Junan: The long-term incremental "option" brought by humanoid robots is expected to help the valuation of the rare earth sector rise. When looking forward to the strategy of the rare earth sector in 2025, Guotai Junan said that the market had expected that with the slowdown in the growth of core demand power such as new energy vehicles and wind power in the future, the demand for rare earth markets is under downward pressure. However, we expect that the rising consumption of magnetic materials for new energy vehicles and the warming demand for wind power are still expected to support the basic demand growth, and the demand for equipment renewal that began to land in 2024 is expected to become a new driving force for rare earth demand. On the supply side, an orderly pattern of domestic supply has been established, with many overseas planning increments but slow actual volume, and continuous supply-side constraints. In addition, the long-term incremental "options" brought by humanoid robots are also expected to help the valuation of the plate rise.
Australia's 3-year government bond yield increased, and Australia's unemployment rate decreased.South Korean President Yin Xiyue: The purpose of the opposition's impeachment is to evade the legal responsibility of its leader Li Zaiming by holding an early general election.Market News: South Korean President Yin Xiyue may release a recorded public speech.
Strategy guide
12-13
Strategy guide 12-13
Strategy guide
Strategy guide