Three-way funds actively increased their positions. The liquidity of the A-share market is abundant. Since this round of market, the liquidity of the market has been abundant, and the turnover has reached a number of records. The active transaction in the A-share market is inseparable from the continuous inflow of incremental funds. The data shows that since September 24, the financing balance in the A-share market has increased by nearly 500 billion yuan, the net inflow of equity ETFs has exceeded 220 billion yuan, and the repurchase amount has exceeded 24 billion yuan. Analysts said that incremental funds may accelerate the flow into the A-share market under the expectation of positive policies and economic recovery. (CSI)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)More than 7,500 people who disappeared during the war in Bosnia and Herzegovina are still missing. On the 10th, Djudria, chairman of the Board of Directors of the Institute of Missing Persons in Bosnia and Herzegovina, said that there are still more than 7,500 people missing during the war in Bosnia and Herzegovina. Gyudria said that 35,000 people disappeared during the Bosnia-Herzegovina war, and about 80% of the remains have been found and identified. However, after more than 30 years, it is a great challenge to interpret satellite images from a technical and professional perspective, which leads to the slow progress in finding missing persons. She said that only by finding the missing person can we talk about real reconciliation and the healing of historical wounds. (Xinhua News Agency)
More than 7,500 people who disappeared during the war in Bosnia and Herzegovina are still missing. On the 10th, Djudria, chairman of the Board of Directors of the Institute of Missing Persons in Bosnia and Herzegovina, said that there are still more than 7,500 people missing during the war in Bosnia and Herzegovina. Gyudria said that 35,000 people disappeared during the Bosnia-Herzegovina war, and about 80% of the remains have been found and identified. However, after more than 30 years, it is a great challenge to interpret satellite images from a technical and professional perspective, which leads to the slow progress in finding missing persons. She said that only by finding the missing person can we talk about real reconciliation and the healing of historical wounds. (Xinhua News Agency)The commander of the Syrian rebels said that his troops had completely taken control of the Syrian city of Deir ez-Zor.Since the beginning of this year, six small and medium-sized banks have "refused to redeem" tier-2 capital bonds. On December 9, Yingkou Bank Co., Ltd. announced that when the 10-year tier-2 capital bonds issued by the bank in 2019 had expired, the bank chose not to redeem the bonds. In fact, a number of commercial banks have announced this year that they will not exercise the right to redeem secondary capital bonds, mainly small and medium-sized banks. The insiders believe that there are two main reasons why banks choose not to redeem secondary capital bonds. First, it is difficult for banks to refinance and issue capital replenishment tools due to factors such as high cost of new bonds and declining profitability. Second, the bank's capital adequacy ratio has been at a low level, and some banks' capital adequacy ratio has been lower than the regulatory requirements before redemption, and the capital level may further decline after exercising the redemption right. (Securities Daily)
US Central Command: The US military repelled the Houthi armed attack. On December 10, local time, the US Central Command said that two destroyers of the US Navy successfully repelled a series of weapons launched by the Houthi armed forces in Yemen when they crossed the Gulf of Aden from September 9 to 10. According to the statement, the destroyer intercepted and shot down several one-way attack drone systems and an anti-ship cruise missile. According to the US Central Command, the US Navy destroyer successfully repelled the Houthi armed attack during the transit from November 30 to December 1. (CCTV)Goldman Sachs: "According to our basic forecast, the tanker freight will drop slightly in the next few years, but if the diversion of tankers in the Red Sea and Russia ends, the tanker freight will further drop by 30%."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."
Strategy guide 12-14
Strategy guide 12-14
Strategy guide 12-14