Golden Finance reports that U.S. Treasury Secretary Basant: the formal process for selecting the successor to Federal Reserve Chairman Powell has begun, and the selection will proceed at Trump's pace. There are many rumors about the "shadow Federal Reserve chairman," which will cause confusion. If the former Federal Reserve chairman continues to serve, it will be confusing.

Golden Key believes that the current AI trend, narrative changes, and valuation reassessment direction are correct, but the pace should be carefully controlled, paying attention to Position and costs. It is recommended to wait for profits between 23,000-24,000 points. If short-term catalysts are limited and policy risks increase, one should observe in the short term, even release the position and wait.

Goldman Sachs predicts that the UK's mid-term CPI outlook will soften, due to the subir in the economy, the slowing subir of household income, and the escalating trade tensions that may drag down economic activity, among other reasons. It is expected that the UK's Central Bank will accelerate the pace of interest rate cuts, with a 25 basis point cut at the February meeting, and the interest rate of the UK's Central Bank will drop to 3.25% by mid-2026.

Geoffrey Kendrick, director de investigación de activo digital de Standard Chartered Bank, predice que el precio de Bitcoin se duplicará. En un informe a principios de este mes, Kendrick pronosticó que Bitcoin alcanzará los $200,000 para finales de 2025. Standard Chartered Bank expects institutional investment in BTC to "continue at or exceed the pace of 2024" next year. The bank notes that institutional BTC purchases have reached 683,000 BTC since the beginning of this year, mainly through the purchase of US spot BTC ETFs and alternative investments in BTC by software company MicroStrategy. Kendrick said that MicroStrategy's BTC purchases next year should "reach or exceed 2024".

1. Banco de los Países Bajos: se espera una reducción de 25 puntos base, pero en comparación con septiembre, es probable que el gráfico de puntos muestre un giro hacia una postura más agresiva. 2. Banco de Canadá: se espera una reducción de 25 puntos base, el último gráfico de puntos de la Reserva Federal mostrará solo dos recortes de tasas en 2025. 3. Pantheon Macroeconomics: se espera que estén de acuerdo en reducir las tasas, dado que la persistente inflación por encima del objetivo, detener la reducción de tasas será la opción predeterminada de la Fed en la reunión de enero. 4. Banco de Estados Unidos: se espera una reducción de 25 puntos base, se espera que Powell sugiera que el ritmo de recortes de tasas se ralentizará o que se detendrá la reducción de tasas en enero. Se prevé que el gráfico de puntos muestre tres recortes de tasas el próximo año. 5. Banco de Francia: se espera que la Reserva Federal adopte una política de reducción de tasas más agresiva, lo que podría abrir la puerta a una pausa en la reducción de tasas, pero la duración de la pausa no está definida.

Gold News reported that Hamaq of the Federal Reserve stated that the Federal Reserve has "already or is about to" slow down the pace of interest rate cuts.

Según Golden Finance, Bostic de la Reserva Federal de Estados Unidos dijo que necesitaremos observar cómo las tarifas o cualquier otra política del nuevo gobierno afectarán a la economía; a medida que la situación económica cambie, se realizarán ajustes correspondientes en la política monetaria. El ritmo y la magnitud del recorte de tasas en 2025 aún no se han decidido.

CITIC Securities stated that in December, the funding situation may be disrupted by the mismatch between government bond supply and fiscal expenditure pace, as well as the MLF maturity and seasonal factors. The Central Bank may use various tools such as reserve requirement ratio cuts, reverse repurchase agreements, and government bond purchases to stabilize the funding situation. The pressure from government bond supply and the game of policy expectations will disturb the bond market interest rate, but as long as the Central Bank adequately protects the funding situation, there is still room for interest rate decline, bringing trading opportunities from a flat yield curve.

Desde principios de este año, el ritmo de fusiones y adquisiciones en la industria de valores de China se ha acelerado, especialmente el proceso de integración de las pequeñas y medianas empresas de valores. Factores como el apoyo activo de los reguladores, sus propios cuellos de botella en el desarrollo y las ventajas complementarias de los recursos empresariales acelerarán aún más las fusiones y adquisiciones de la industria de valores. Sin embargo, aún debe determinarse si el efecto de "1 + 12" se puede realizar realmente de acuerdo con la integración posterior.

Mitsubishi UFJ Financial Group stated that the European Central Bank may lower interest rates at a slower pace than expected by the market, and the European Central Bank has shown a delayed response to the economic slowdown. It did not provide much support to the weak economy during the interest rate hike from 2022 to 2023. If inflation rises, a similar situation may occur in 2025. It also believes that the euro has fallen excessively since the US election and there will be improvement prospects in the future.

Odaily Planet Daily News, Goldman Sachs research report pointed out that it is expected that the Banco Central of the United Kingdom will further reduce interest rates faster. Inflation/wage data and the recent communication of the Banco Central of the United Kingdom both indicate that the market generally believes that interest rates will be reduced by 25 basis points in November. If inflation continues to decline, the obstacles to accelerating the pace of interest rate cuts are low. Our economists still expect that by September 2025, the Banco Central of the United Kingdom will continue to cut interest rates until .

Odaily Planet Daily News The US dollar continued its upward trend from last week as the market expects the Federal Reserve to maintain a gradual pace of interest rate cuts, which generally supports the US dollar. The interexchange DXY US dollar index rose by 0.3%, erasing the decline of about two months. The Wall Street Journal US dollar index rose by 0.4%, also returning to the level of August. The US dollar rose by 0.5% against the Japanese yen and by 0.3% against the euro. The indicators announced this week are unlikely to change the Federal Reserve's 25 basis points interest rate cut next month.

La empresa de Warren Buffett, Berkshire Hathaway, continúa reduciendo su participación en acciones de bancos estadounidenses, con un valor total de reducción de 3.38 mil millones de dólares, a un precio promedio de reducción de 39.4 dólares por acción, el más bajo desde mediados de julio. Buffett no ha explicado la razón de la reducción, pero sigue siendo el mayor accionista de Bank of America, con una participación del 10.2%, valorada en más de 310 mil millones de dólares.

China International Securities pointed out that three factors (the landing of the mid-year report, the transformation of dividend expectations, and the easing of market Liquidez pressure) collectively promote the recovery of investor sentiment, and the style tends to balance in stages. In terms of allocation, it is recommended to hold dividend stocks, increase allocation to overseas markets, and growth combined with domestic demand may see short-term recovery, while waiting for price signals to increase allocation. Domestic demand-boosting policies are expected to be introduced in September, with relatively moderate expected strength, a significant slowdown in the pace of foreign capital outflows, and expected improvement in the market Liquidez environment.

El CEO de NVIDIA, Huang Renxun, dijo que la latencia de los próximos procesadores de inteligencia artificial no afectará los planes de la compañía de lanzar nuevos productos insignia cada año.

Daiwa Securities and Singapore strategist Prashant Newnaha believe that as the market reprices, the pace of easing policy adopted by the Reserve Bank of New Zealand will be slower and more stable. The initial bond and swap rate rally may fade, and the Reserve Bank of New Zealand may gradually cut interest rates at future meetings, with the OCR trajectory significantly lower than market expectations. The potential for further interest rate cuts proposed by the Reserve Bank of New Zealand may drive a rebound in the stock market, as the market perceives a greater risk of aggressive easing policies occurring this year.

Golden Finance reported that the CryptyQuant report indicates that BTC Ballena has been increasing its BTC holdings at a rate of 6.3% per month, the fastest pace since April 2023, indicating continuous demand for BTC. The CryptoQuant report states that the BTC price may need more time to bottom out and start a new pump, as the liquidity of stablecoins has not yet fully expanded. The liquidity of stablecoins is a necessary condition for price pumps.

Brad believes that although the inflation data has sparked hopes of a rate cut in September, the Fed's pace of rate cuts will still be very slow.

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