Thailand's cabinet approved the reduction of the bailout fee for commercial banks.IG Group: The market liquidity problem leads to the widening of the spread between gold and silver. The financial institution IG Group: The higher spread between gold and silver is due to the disconnection between the spot market and the futures market, which leads to the liquidity provider (LP) greatly expanding the spread. In order to maintain the availability of the transaction, we adjusted the maximum spread accordingly. This is the problem of the whole market, not just the problem of IG Group.Keli Sensing holds 51% of the shares in Shenyang Dongda Sensing Company, and the enterprise search APP shows that recently, Shenyang Dongda Sensing Technology Co., Ltd. has undergone industrial and commercial changes, and the original shareholder Zhao Fu withdrew, adding Keli Sensing as the largest shareholder, holding 51%; At the same time, the company's key personnel have also changed, including Ke Jiandong as the new chairman and Wang Qiang as the company's manager, director and legal representative. Enterprise investigation shows that Shenyang Dongda Sensing Technology Co., Ltd. was established in March 1999, with Wang Qiang as the legal representative and a registered capital of 2 million yuan. It is mainly engaged in customized design, research and development of high-end temperature sensors and temperature measurement technical services.
Morgan Asset Management: Trump's economic policy is generally beneficial to the US economy to maintain the "overweight" rating on US stocks and credit. Sheng Nan, global multi-asset strategist of Morgan Asset Management, said that it is expected that the economic policy of US President-elect Trump will be generally beneficial to the local economy, but the implementation order of specific policies will also determine the growth trajectory in the next two years. Sheng Nan mentioned that Trump pays more attention to deregulation and measures to boost finance by extending tax cuts, which will improve business confidence, open capital markets and accelerate growth and return on assets. However, if the focus is on immigration and tariff policies, the interruption of labor supply or trade may have negative consequences, inhibit economic growth and lead to asset market fluctuations. Sheng Nan believes that despite the above uncertainties, the US economy is expected to grow strongly next year, and the local GDP will not slow down to 2% until the fourth quarter of next year, so he maintains the "overweight" rating on US stocks and credit.Zhuo Chuang Information: In December, the cost side kept moving down the soybean meal price or followed the seasonal decline law. According to Zhuo Chuang Information, looking back on the whole year of 2024, the center of gravity of soybean meal price showed a downward trend. In December, the price of Brazil's soybean premium was continuously lowered, and the spot price of soybean meal was further lowered under the pressure of the cost side. The problem of soybean customs clearance repeatedly traded in the market has limited impact on domestic supply, while the breeding end has started to slaughter one after another, which has a negative impact on the demand for soybean meal. Therefore, Zhuo Chuang Information predicts that the spot price of soybean meal may follow the seasonal law in December, showing a downward trend.The chairman of Japan's trade union called on the government to speed up its efforts to raise wages, and the chairman of Japan's Metal Workers' Union urged the government to speed up the pace of wage increase, while expressing concern about the premature tightening measures taken by the Bank of Japan. Akihiro Kaneko, president of the Board of Directors of the Japan Metal Workers' Union, said that we need to see the situation improve this year when talking about the government's measures to help small and medium-sized enterprises pass on costs to consumers through the supply chain. If we put off this effort for five or ten years, there will never be any improvement. Kaneko's remarks come as Japan prepares for annual wage negotiations, which will culminate this spring. In next year's negotiations, the union announced a record target of a monthly salary increase of 12,000 yen (US$ 79) or more. Kaneko said that we need to send a clear message that our salary increase target (this year) is higher.
Allan Monks, an economist in JPMorgan Chase: The Bank of England's signal about gradually cutting interest rates has been very strong recently, suggesting that the possibility of cutting interest rates next week is very low. However, if the signs of the accelerated weakening of the labor market continue, it will force the Bank of England's Monetary Policy Committee to deviate from this information.Microsoft has set up a new consumer artificial intelligence health department. According to the Financial Times, Microsoft has set up a consumer artificial intelligence health department in London, which will use generated AI to focus on consumer health applications, including specific health conditions, symptoms and mental health. Mustafa Suleyman, head of artificial intelligence at Microsoft, hired Dominic King, former head of DeepMind's health department.Taobao responded to the netizen's 12 missing BMW cars: it's not fraud, it's really lucky. Recently, in the treasure-digging operation of Taobao Double 12, a 92-year-old girl from Shaanxi won a limited edition BMW motorcycle for 12.12 yuan. When interviewed, the girl said that she thought it was a model or a fraud, and she was worried that she had concerns without a driver's license. Taobao responded: "It's not fraud, it's your luck." He also expressed his willingness to add fire to the lucky young lady to go out and see, contract all the driver's license test fees and vehicle delivery fees, and ensure safety after the driver's license test. (Observer Network)
Strategy guide 12-14
Strategy guide
Strategy guide
12-14