The "Debt Bull" was launched, and a number of treasury bonds futures reached new highs. According to the analysis, the downward trend of broad-spectrum interest rates is expected to continue to support the bull market in the bond market. On December 10, 30-year, 10-year, 5-year and 2-year treasury bonds futures all hit record highs. Looking at it for a long time, since the beginning of this year, 30-year treasury bond futures have risen by nearly 16%, 10-year treasury bond futures have risen by over 5%, and 5-year treasury bond futures have risen by over 3%. Analysts pointed out that the logic of broad-spectrum interest rate downward has run through the whole year of 2024, and it is expected to continue to form an important support for the bond market in the long run. The recent market strength is not only an emotional effect at the end of the year and the beginning of the year, but also a blocking point to dredge and guide the overall downward trend of interest rates. Shen Wanhongyuan believes that in the short term, profit-taking behavior may increase after the low interest rate, but this is not the core factor that dominates the market. Shen Wanhongyuan said that the rate cut of policy interest rate in 2025 may not be less than 30 basis points. After the deployment of relevant important meetings at the end of the year, specific policies may be gradually implemented in the first quarter of next year. According to Huaxi Securities, looking forward to 2025, the rate of single RRR cut and interest rate cut of monetary policy may not be less than 50 basis points and 20 basis points (the rate in 2024). (Securities Times)The New Zealand dollar just hit the 0.5800 mark against the US dollar, and the latest report was 0.5800, down 1.08% in the day.Us treasury secretary yellen: I told the finance minister candidate Bessent that the Ministry of finance has professional staff who can work on the principle of integrity and make reliable analysis.
CEO of Ferrari: We have seen opportunities in different countries, but we need to grow at the right speed. We still plan to launch (the first) electric vehicles in 2025.The belief of high dividend has made a comeback. The dividend-themed ETF "gained weight". Recently, the dividend-themed ETF "gained good news frequently". The fund size of Huatai Bairui Dividend ETF and Huatai Bairui Dividend Low Wave ETF, the two largest dividend theme ETFs in the whole market, exceeded the 20 billion yuan and 10 billion yuan mark respectively. Huatai Berry dividend ETF has become the first dividend-themed ETF with a scale of 20 billion in the whole market. In recent years, dividend assets have attracted market attention, and the scale of dividend-themed ETF funds has doubled this year, and it has now exceeded 84 billion yuan. The institution believes that non-bank finance, real estate chain and domestic demand expansion related sectors are expected to have relative returns in the near future, and the investment sentiment in pro-cyclical sectors at the end of the year may improve, the market style may be more balanced, and dividend assets still have the value of bottom allocation. (china securities journal)CEO of Ferrari: We have seen opportunities in different countries, but we need to grow at the right speed. We still plan to launch (the first) electric vehicles in 2025.
Today's key financial news reminds us (the following are all Beijing time) that ① the total amount of M2 money supply, new RMB loans and financing in China in November may be released; ② At 15: 00, Andrew Hauser, Assistant Chairman of Reserve Bank of Australia, gave a speech at ABE Annual Banquet; ③ Time to be determined: OPEC publishes monthly crude oil market report; 4 21: 30 US CPI; in November; ⑤ At 22: 45, the Bank of Canada issued a policy interest rate; ⑥ At 23: 30, us energy information administration (EIA) released the weekly report of government crude oil inventory; 7. The next day at 03:00, the U.S. government budget for November; (8) Adobe released a performance report after the US stock market closed; 9 At 05:30 the next day, the Brazilian central bank announced the Selic policy interest rate; Attending the speech of Assistant Chairman Jones of Reserve Bank of Australia at 06:15 the next day.US President Biden made a speech on the latest developments in Syria. US President Biden said that the collapse of the Assad regime is a historic opportunity for the Syrian people, and they can build a better future for their country. This is also a moment full of risks and uncertainties. Biden said: "When we all turn to the next step, the United States will cooperate with our partners and stakeholders in Syria to help them seize the opportunity to manage risks."The yield of 10-year treasury bonds hit a new low, and the industry has been optimistic about the bond market for a long time. Recently, the bond market has continued to stage a strong market, with the yield of 10-year and 30-year treasury bonds hitting record lows and the futures price of treasury bonds hitting record highs. As the tone of monetary policy shifts from "steady" to "moderately loose", the market expects to lower the RRR and cut interest rates. Many insiders believe that the strong bond market pattern is expected to continue until 2025. Under the background of further opening of interest rate downside, long-term bonds have become the focus of investors' layout. (SSE)
Strategy guide
12-14
Strategy guide 12-14
Strategy guide