After Trump called for an immediate ceasefire between Russia and Ukraine and held talks, Kegong: So far, he has not contacted Trump or his team. According to Reuters, after US President-elect Trump called for an immediate ceasefire between Russia and Ukraine and held talks to end the "madness" of the war, Russian Presidential Press Secretary and Kremlin spokesman peskov said on the 9th local time that Kegong has not contacted Trump or his team so far. (World Wide Web)Egypt condemns Israel's occupation of the buffer zone between Israel and Syria: It violates international law. On the 9th local time, the Egyptian Foreign Ministry issued a statement, strongly condemning Israel's occupation of the buffer zone with Syria and its adjacent areas, calling it an occupation of Syrian territory and an infringement of Syria's sovereignty and territorial integrity. The statement said that Israel used the vacuum period in Syria to occupy more Syrian territory, which violated international law. Egypt calls on the UN Security Council and the international community to shoulder their responsibilities and take a firm stand against Israel's attack on Syria to ensure Syria's national sovereignty. On the 9th local time, Israeli Defense Minister Katz ordered the IDF to fully control the buffer zone between Israel and Syria. Katz said in a statement that the Israel Defense Forces must establish a "safe zone without heavy strategic weapons and terrorist infrastructure" in southern Syria, which includes areas outside the buffer zone. In addition, Katz also instructed the military to establish contact with the Druze community and other people in southern Syria.USD/JPY of USD/JPY hit 151, rising by 0.75% in the day.
Interpretation of Guangfa Strategy December Politburo Meeting: The change of policy tone "not seen for several years" is more direct to the determination to support the stability of the equity market and the real estate market. Guangfa Strategy Review December Politburo Meeting said that although the draft of the meeting did not involve specific economic target figures, the change of policy tone was "not seen for several years": (1) "Strengthening unconventional countercyclical adjustment" appeared for the first time in the draft of the conference, and we understand that this may well mean that the official target of deficit ratio will be unconventional. (2) "Moderately loose monetary policy" has reappeared since July 2010, and it has been "steady" during the period. Even in the 14-15 monetary easing cycle, there was no adjustment of this wording, which paved the way for the expectation of monetary easing in 25 years; (3) The "more active fiscal policy" has reappeared since July 2020. Under the special background of the 20-year epidemic, the official target of deficit ratio in that year was set at 3.6%, which was the highest since 2010. The change of tone after four years also indicates that the deficit space in 25 years is expected to be further opened. Specific to economic work, the first priority is to "expand domestic demand", and the expression of "stabilize the property market and stock market" is more straightforward: the importance of expanding domestic demand is unquestionable, which alleviates the concern of "whether to only resolve risks and lack demand stimulation" in the early stage of the market; In September, the Politburo meeting stated that the stock market should strive to boost the capital market and the property market should "promote the real estate market to stop falling and stabilize". This meeting was more direct in its determination to support the stability of the equity market and the real estate market.The operating rate of Russian refineries increased because the ban was lifted and gasoline exports resumed.USD/CAD of USD/CAD fell by 1.41, with an intraday decrease of 0.39%.
The French CAC40 index rose by 1.00% in the day.Regulators continue to strengthen the prevention and control of insider trading in mergers and acquisitions to maintain the "three public" order in the capital market. Recently, the securities regulatory bureaus in Hunan and Zhejiang have issued several tickets for insider trading, which fully demonstrates the determination and attitude of the regulatory authorities to "zero tolerance" for illegal securities activities. Insider trading steals the profit opportunities that belong to the majority of investors by obtaining information in advance, which seriously undermines the market order of "three publics", encourages the atmosphere of asking for information and speculation, interferes with investors' value judgment, affects the market pricing function, and infringes on the legitimate rights and interests of investors. The Shanghai Stock Exchange learned that regulators are continuing to strengthen the prevention and control of insider trading in mergers and acquisitions to help maintain the normal functioning of market pricing functions.USD/JPY of USD/JPY hit 151, rising by 0.75% in the day.
Strategy guide
12-13
Strategy guide
Strategy guide