On March 14th, from March 10th to 11th, the People's Bank of China held the 2025 Credit Market Work Conference. The meeting called for taking the lead in the implementation of the "Guiding Opinions of the General Office of the State Council on Doing a Good Job in Finance", focusing on improving the financing availability of major strategies, key areas and weak links, and enhancing the adaptation of supply and demand of financial products and services. Solidly do a good job in science and technol...
1. Central Bank: Proceed in an orderly manner to resolve the risk of financial debt of financing platforms, and support local governments to solidly promote the market-oriented transformation of financing platforms. 2. General Administration of Financial Supervision and Administration: Study the establishment of "ultra-long-term government bonds + ultra-long-term loans" service model to efficiently support the "two-fold" construction. 3. Preliminary "holding" negative feedback from the bond mark...
El-Erian pointed out that the current environment has undergone fundamental changes. If the Federal Reserve continues to insist, political and economic risks will follow... Click to view...
Hussain Mehdi, macro and investment strategist at HSBC Asset Management, said in a note that he expected the ECB to continue gradually cutting interest rates after cutting by 25 basis points on Thursday. Mr. Mehdi said the ECB's slow pace of rate cuts was likely to boost the performance of European risk assets. "Against the backdrop of fading US exceptionalism, we believe the global equity rally, including the outperformance of eurozone equities, will continue further in 2025."
Risk appetite fell sharply in February, but rising pessimism is not always a bad sign. In fact, some investors use the survey as a contrarian indicator. Click to view...
Federal Reserve Governor Bowman: Inflation is expected to decline, but upside risks remain.
Bowman, the governor of the Federal Reserve, said that inflation is expected to decline, but upside risks remain; there needs to be greater confidence that inflation will decline before another rate cut; and waiting patiently for a rate cut will help to gain a clearer understanding of the impact of government policy.
DeepSeek concept popular stocks prompt trading risks, class A share "chip brother" income does not increase profits, the Shanghai Stock Exchange accepts the application of 100 billion securities giants to terminate listing... What are the announcements worth paying attention to after the market today?
In a new report, PitchBook reveals that crypto venture capital spending continues to remain low at the end of 2024. Deal value jumped to $2.40 billion in the final quarter of 2024, up 13.6 percent from the third quarter, but the number of deals fell from 411 to 351. PitchBook says that while the rebound in funding indicates that investors are still willing to back established teams and differentiated technologies, the continued pullback in deal numbers highlights the increasing selectivity of in...
Trump may start the road of tariff collection. Investment banks believe that the risk of tariffs will continue to exist and may reappear at any time. Europe and the United States may be suitable to short at this level, targeting parity > >
The well-known short seller warned that there are many latent risks in U.S. stocks in the near future... click to view...
According to @hmalviya9, the return benchmark of venture capital funds in the current cryptocurrency market cycle is only 6 times, a significant decrease from the 563 times return in the previous cycle.
The Federal Reserve meeting is approaching, and the position change reflects the risk of gold bulls; WTI crude oil is competing here, and the key level of the trend is seen in...
This week, multiple risk events have hit, and the strong dollar market has been reversed. Will the Federal Reserve set another fire? The short-term risks of the United States and Japan are biased to the downside, and the strategy recommends...
Bank of Japan: Risks to the inflation outlook for fiscal 2024 and 2025 are tilted upward.