German Chancellor Scholz: Decisions need to be made before the end of the year, such as improving children's welfare. It is necessary to solve the financial drag problem before the end of the year.COSCO Shipping once again won the bid for Qatar Energy Project. On December 11th, according to the official news of COSCO Shipping, the awarding ceremony of six QC-MAX 271,000-square-meter super-large LNG carriers for Qatar Energy Project was held at the Doha headquarters of Qatar Energy Company. Shanghai COSCO Shipping LNG, a subsidiary of COSCO Shipping Energy, and Mitsui, a merchant ship, jointly won the bid. Previously, in 2022, the two parties jointly won the bid for seven 174,000-square-meter LNG carriers of the project for the first time.Institution: The global rapeseed production reduction made the vegetable oil inventory decrease year-on-year, which supported the vegetable oil in Yuanyue. Chaotic Tiancheng Futures said that the excessive rapeseed import in the fourth quarter had supply pressure, the demand side was in the traditional consumption peak season and the low price difference between soybean oil and vegetable oil was conducive to vegetable oil consumption, which had short-term bottom support for vegetable oil. In the long run, the global rapeseed production reduction makes the vegetable oil inventory decrease year-on-year, which supports the vegetable oil in Yuanyue. Nanhua futures believes that, on the whole, the supply sources and channels of vegetable oil are gradually weakened by the restrictions on rapeseed imports. At present, due to the excellent cost performance of soybean oil at the consumer end, vegetable oil will not consider the extra increment caused by the market competition between oils and fats except the seasonal increase in consumption in the short term. However, since the subsequent inventory of vegetable oil is still fluctuating at a high level, considering the possibility of seeking demand from the competitive price of soybean oil, there will be a clear reverse correlation between the subsequent inventory and consumption of vegetable oil, while the supply consideration is relatively constant and inflexible.
The Baltic dry bulk freight index continued its decline, dragged down by the decline of all ship sectors. The Baltic dry bulk freight index continued its decline on Wednesday, hitting a 15-month low, dragged down by the decline of all ship types. The Baltic dry bulk freight index fell 50 points to 1106 points, the lowest level since September 2023. The freight index of capes dropped by 126 points to 1,377 points, also hitting the lowest level since September 2023. The average daily profit of Cape ships decreased by 1043 dollars to 11421 dollars. Panama shipping freight index fell 24 points to 1053 points. The average daily profit of Panamax decreased by 213 dollars to 9,478 dollars. The freight index of super-handy ships fell by 5 points to 962 points, the lowest level since August 2023.Goldman Sachs: CPI clears the way for the Fed to cut interest rates next week. It is expected that the policy will be gradually relaxed in the future. Whitney Watson, an analyst at Goldman Sachs: Today's CPI data clears the way for next week's interest rate cut. After today's data is released, the Fed will start a "silent period", and they still have confidence in the process of anti-inflation. We believe that the Fed will further gradually relax monetary policy in the new year.This week, the personal pension expansion policy will be announced, "the time point may be December 12". It was learned from insiders that the personal pension expansion policy will be announced this week, "the time point may be December 12". According to industry insiders, the personal pension pilot will be fully liberalized in the near future, expanding from the original 36 pilot cities to the whole country. At the same time, personal pension fund products are also expanding, and some mature broad-based ETF-linked funds and broad-based index OTC products will add Y shares. (21 Finance)
After the release of CPI data in the United States, the yield of euro zone bonds fell by about 1 basis point, and the yield of German 10-year bonds is now flat at 2.116%.Analyst Anstey: Today's CPI data will hardly change anyone's prospects. However, those who still think that the Fed will remain inactive next week may reconsider, because inflation is not worse than expected. This seems to give the green light to cut interest rates by 25 basis points on December 18th.Hershey's share price fell 5.2% before the market.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide