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2024-12-14 03:10:32

Jon Finer, US Deputy National Security Adviser: (Asked if US troops will stay in Syria) Yes. Understandably, countries on the Syrian border are worried about the development of the situation.A rational view of the surge in the bond market should not ignore the risks behind it. Recently, bond yields have dropped rapidly. When investors enjoy the dividends brought by the surge in the bond market, they must also remain rational and not ignore the risks behind them. The market has filled the expectations of the bond market. If there is a gap between future policy implementation and expectations, the market may have the possibility of substantial adjustment. Most financial institutions are bulls in the bond market. In the case of unilateral upward interest rates and no hedging instruments, once the market is obviously disturbed, it is necessary to be alert to the risk of trampling. At present, the yield of 10-year treasury bonds has dropped to 1.84%. Market participants should realize that the future downside is limited, but the upside is great. (SSE)Tesla's gains expanded to 5%. In the news, Morgan Stanley and Cantor Ftzgerald upgraded the stock rating.


Wells Fargo lowered the target price of LyondellBasell from $105.00 to $95.00.Allianz's investment in national pension has been approved, and the pace of foreign investment in China's insurance market has accelerated. The State Financial Supervision and Administration recently approved the change of registered capital of national pension, and agreed that Allianz Investment Co., Ltd. will subscribe for 2% of the shares of national pension for about 284 million yuan, becoming the first foreign shareholder of national pension, thus increasing the registered capital of national pension to about 11.378 billion yuan. Since the beginning of this year, a number of foreign investors have increased the insurance market in China. Analysts said that this aspect shows that China's insurance industry has further deepened its opening to the outside world, providing a more relaxed policy environment for foreign investors to overweight China's insurance market; On the other hand, it shows that it has confidence in the development of insurance industry in China and will attract more foreign-funded institutions to enter the insurance market in China. (SSE)Marcel Tijhuis, Senior Project Manager of LNG Terminal in Brunsbuttel, Germany: Call on the German government to abandon the import ban set after 2043; We believe that Germany will need this hub for a longer period of time, and even after 2043, German industrial users will still need this hub.


"Debt Bull" launched a number of treasury bonds futures varieties to a new high. Yesterday, the bond market once again took the bull. On December 10th, 30-year, 10-year, 5-year and 2-year treasury bond 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. (Securities Times)Jon Finer, US Deputy National Security Adviser: The new administration will decide how to deal with the Ukrainian issue.CEO of Goldman Sachs: Trump's economic card will bring good days to Goldman Sachs, and Goldman Sachs Group is moving towards the biggest annual increase in 15 years. David Solomon, the company's chief executive, said that the good times may have just begun. Solomon said at an event in Reuters on Tuesday, "The incoming Trump administration seems to adopt a pro-growth strategy, which will benefit Goldman Sachs. I am very optimistic that this government will implement an agenda that is very, very conducive to economic growth. " Solomon pointed out that the prospect of the new business environment may lower regulatory expectations, push up asset prices and encourage trading activities, which is a key factor to promote the growth of Goldman Sachs.

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