The bets on the Fed's interest rate cuts have increased substantially, driven by Morgan Stanley's blessing. With Morgan Stanley's blessing, the scale of bets on the Fed's interest rate cuts in December and January has increased significantly. The number of January and February contracts held by traders soared on Friday. Morgan Stanley strategists suggested buying the February contract in a report. "We believe that investors should prepare for the increase in the implied probability of a 25 basis point interest rate cut at the FOMC meeting on January 29th," the strategist led by Matthew Hornbach said in a report. Suggested methods for this layout include buying February federal funds contracts and receiving overnight index swap rates corresponding to the January meeting, they wrote.Analysts such as Max Layton of Citigroup predicted in the global commodity outlook in 2025 that there would be a "substantial oversupply" of 1.5 million barrels per day in the second quarter of 2025. The average price of Brent crude oil may be $60/barrel in 2025, and it may be the same level in 2026.On Monday (December 9), the overnight reverse repurchase agreements (RRP) of the Federal Reserve was used at a scale of $153.029 billion, compared with $130.014 billion in the last trading daily.
Italian Ministry of Finance: Up to 8.5 billion euros of bonds will be auctioned on December 12th, and the bond auction scheduled for December 30th and 31st will be cancelled.T-MOBILE said that "investors should be cautious" about its fourth-quarter results.The US Treasury auctioned three-month treasury bonds, and the winning interest rate was 4.300% (4.400% reported on December 2), and the bid multiple was 2.89 (2.89 in the previous time). Auction of six-month treasury bonds, the winning interest rate is 4.200% (reported on December 2, 4.305%), and the bid multiple is 2.90 (the previous one was 3.02).
It is reported that Boeing will lay off 396 workers from February 21st next year.Fitch: Latin American sovereign countries are facing a new test from American policy risks. The outlook for the sovereign rating of Latin American countries in 2025 is "neutral". It is estimated that most Latin American countries will carry out fiscal consolidation in 2025, but the intensity will be lower than the fiscal rules and budget targets.The United States plans to deploy the "Dark Eagle" hypersonic missile in Europe and Asia, or it is one of the most dangerous decisions. According to a report on the Russian website on the 8 th today, the United States is stepping up the deployment of medium-range and short-range missiles, including the deployment of hypersonic missiles in Europe and Asia. According to reports, the "Dark Eagle" hypersonic missile is still under development, and the United States claims that the missile has a range of about 2,800 kilometers. However, it is reported that the range of the "Dark Eagle" missile can exceed 3,200 kilometers. The United States plans to start deploying this type of missile in Japan before October 2025. In addition, the United States also plans to deploy the Dark Eagle hypersonic missile in Germany in 2026. Scott Ritter, former intelligence officer of the US Marine Corps: The "Dark Eagle" missile system may be deployed to Germany. "Dark Eagle" may be the most unstable situation. It has the ability to strike deep targets in Russia, and it is believed that Russia will also deploy corresponding missile systems in a short time. As long as one mistake, one miscalculation and one misjudgment will lead to missile exchanges. The decision of the United States and Germany to deploy medium-range missiles in Europe is one of the most dangerous decisions made by the United States and NATO. (CCTV)
Strategy guide 12-13
Strategy guide
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13