[Daily Global Commodity Market Highlights Express (February 21) ] 1. JP Morgan Chase: Iran's oil production will remain flat in 2025 despite fluctuations. 2. Market News: Russia extends its ban on gasoline exports to non-producers for 6 months from March. 3. There was no increase in the US Strategic Petroleum Reserve in the week of February 14, for the first time since December 2023. 4. According to RIA Novosti: The Russian side said it will continue to work closely with Saudi Arabia within the ...
[Daily Global FX Market Highlights Express (Feb 20) ] USD: 1. Fed Goolsby: Interest rates can fall further once inflation falls. 2. Fed January meeting notes: Multiple participants said it may be appropriate to consider pausing or slowing down balance sheet reduction until the debt ceiling issue is resolved; Bostic: The Fed has made good progress on balance sheet reduction. JPY: 1. USD/JPY fell below the 150 mark for the first time since December 9 last year. 2. According to a Reuters survey: 61...
[Daily Global Commodity Market Highlights Express (February 20) ] Energy: 1. Russian President Putin: Western equipment on the CPC oil pipeline is damaged and cannot be restored quickly. 2. Japan Oil and Gas Corporation: Priority will be given to investing in oil and gas exploration and production by 2030. 3. The European Union will suspend sanctions on energy, transportation, reconstruction and related banking transactions in Syria, according to the draft statement. 4. Turkish Energy Minister: ...
[Reserve Bank of Australia interest rate decision forward - is it a hawkish rate cut?] 1. Goldman Sachs Bank: expects to cut interest rates by 25 basis points, and cut rates again in April. 2. TD Securities: expects to cut interest rates by 25 basis points, but its tone will be biased towards hawks. 3. ANZ Bank: expects to cut interest rates by 25 basis points, and expects interest rates to be 3.85% at the end of the year. 4. UBS: expects to cut interest rates by 25 basis points, and there will ...
[Summary of important news yesterday and this morning (January 26) ] Domestic news: 1. Lei Jun: The total delivery of Xiaomi SU7 has exceeded 150,000 vehicles. 2.31 Provincial GDP announced: Guangdong has ranked first in GDP for 36 consecutive years. 3. The Cyberspace Administration of China has strengthened the management of Internet news information service licenses. 4. The first month of the implementation of the new real estate tax policy added a tax reduction of 11.69 billion yuan. 5. The H...
[Summary of important news on Sunday] Domestic news: 1. The number of reservation buyers of Huawei Mate70 series has exceeded 3 million. 2. Banking Financial Institution Group generally incorporates inclusive finance into the overall development strategy. 3. At the end of October, the balance of loans for inclusive small and micro enterprises in the country increased by 14.98% year-on-year. 4. Four departments carried out "Qinglang" special project action: It is strictly forbidden to use algorit...
[Middle East situation tracking (October 13) ] Israeli-Palestinian conflict situation: 1. Fuel shortage, there are no ambulances available in northern Gaza. 2. Gaza Health Ministry: Israel's military offensive on Gaza has killed at least 42,175 Palestinians and injured 98,336. Lebanon-Israel conflict situation: 1. Hezbollah says it fired rockets to bomb an Israeli military base. 2. Lebanon Health Ministry: Israel attacked central Lebanon, killing 4 and wounding 14. 3. Lebanon Health Ministry: Th...
[What are the reasons for the Federal Reserve to cut interest rates by 25 basis points?] 1. Royal Bank of Canada: The US economy is expected to normalize rather than recession, so the Federal Reserve will cut interest rates by 25 basis points in September. 2. Standard Chartered: The reason for the 25 basis point cut is that the upcoming inflation data does not support the view that inflation is rapidly approaching the 2% target. 3. Deutsche Bank: Broad risk aversion, stabilizing oil prices and s...
[Summary of important news yesterday and this morning (August 12) ] Domestic news: 1. The Central Committee of the Communist Party of China and the State Council issued opinions, and for the first time systematically deployed to accelerate the comprehensive green transformation of economic and social development. 2. Wang Yi: China supports Iran in upholding its sovereignty, security and national dignity in accordance with the law, and supports Iran's efforts to maintain regional peace and stabil...
[Summary of important news yesterday and this morning (July 29) ] Domestic news: 1. Li Qiang held talks with Italian Prime Minister Meloni. 2. A dam breach in Xiangtan, Hunan has grown to more than 50 meters, and more than 3,100 people have been urgently transferred. 3. China Gold Association: In the first half of 2024, our country's gold output was 179.634 tons, an increase of 0.58% year-on-year. 4. Cyrus: plans to participate in Huawei's Yinwang Intelligent Company. 5. Fuyao Glass: Fuyao Ameri...
[Summary of important news yesterday and this morning (July 15) ] Domestic news: 1. Ministry of Foreign Affairs: China is concerned about the shooting incident of former President Trump, and President Xi Jinping has expressed condolences to former President Trump. 2. The box office broke 4 billion in the summer season of 2024. 3. Shanghai Stock Exchange: On July 26, 2 indexes including the chip design theme index of the Shanghai Science and Technology Innovation Board were released. Internationa...
[Summary of important news yesterday and this morning (July 14) ] Domestic news: 1. The Central Cyberspace Administration of China has launched the special project "Qinglang · 2024 Summer Minors Network Environment Remediation". 2. Sources said that Germany will abstain from voting in the European Union's vote to impose temporary tariffs on electric vehicles in China. 3. The central bank's competent media quoted industry insiders: The crazy rush for national debt is also a "sing short" on the e...
[Daily Science and Technology News Express (July 11) ] New Energy Vehicles: 1. China Automobile Association: China's new energy vehicle sales reached 1.049 million in June, an increase of 30.1% year-on-year. 2. Tesla insiders broke the news: FSD will "take special care" of Musk and content creators. 3. China Charging Alliance: In the first half of 2024, the charging infrastructure increment was 1.647 million units, and the increment ratio of piles and vehicles was 1:3. 4. Hungary proposed the Eu...
[Asian stocks need to pay attention to the news events (July 10) ] 1. China Tungsten High-tech: major asset restructuring approved by the State Council SASAC; 2. 360: the first half of the expected net loss of about 240 million yuan to 350 million yuan; 3. Tianqi Lithium: the first half of the net loss is expected to 4.90 billion yuan - 5.50 billion yuan; 4. Cyrus: the first half of the net profit is expected to 1.39 billion yuan - 1.70 billion yuan, year-on-year turnaround; 5. CSSC Defense: the...