Huitong Finance News — Sources that the possibility of Israel and Lebanese reaching a ceasefire agreement is not low, and the tense situation in the Middle East is expected to alleviate. CEO Musk supports Trump to interfere with the Fed.In addition, Trump may take action to curb Iranian oil sales, which may become a potential factor that boosted oil prices
Huitong Finance APP News- Monday (November 11) financial breakfast, including important news, precious metal/crude oil/foreign exchange/foreign exchange/commodity/stock market/bond market, international news, domestic essentials, institutional views, important data of todays finances and financial affairs.Israel and Lebanons possibility of reaching a ceasefire agreement is not low.Tesla CEO Musk supports Trump to intervene in the Fed.In addition, Trump may take action to curb Iranian oil sales, which may become a potential factor that boosted oil prices.
Because of the Valentines Day, banks and bond markets in Europe and North America will be closed on Monday, and the stock market will open as usual.
List of the Global Major Market 1. Precious metal
Because the dollar stronger and the Feds interest rate cut expectations further cool down, the spot gold decreased on Friday, and finally closed down 0.84%to 2683.77 US dollars/ounce.Fall.Spot silver finally closed down 2.34%to $ 31.29/ounce.It is reported that Musk supports Trump to interfere with the Fed and needs to pay attention to the impact of future policies on the US dollar index.
However, commercial banks in Germany said that the decline in gold prices was only temporary .The sharp strengthening of the US dollar and the rise in bond yields have caused selling pressure on selling.Due to the strong rebound of the previous weeks, gold investors have also accumulated a considerable amount of callback potential.German Chamber of Commercial Bank stated that the rebound is not based on the changes in interest rate expectations, and some market participants obviously take this opportunity to close their positions.Nevertheless, the weakness of gold price should not last too long.The Federal Reserve reduced interest rates of 25 basis points, and it may continue to cut interest rates in the future.In addition, Trumps policy may increase the risk of inflation. Therefore, as a tool for hedging inflation, gold may continue to be sought after.
2. Crude oil
Hurricanes in Mexico Gulf causing long -term supply interruptionThe international oil price fell on Friday.WTI crude oil finally closed down 2.32%to $ 70.23/barrel; Brent crude oil closed down 2.08%to $ 73.84/barrel.
It is reported that Trump may take action to curb Iranian oil sales, which may become a potential factor for boosting oil prices.
3. Forex
Because the impact of "Trump Trading" still exists, the US dollar last FridayThe index rose at a high of 105.21 at one time, and finally closed up 0.59%to 104.95.
Last Friday, the euro closed down 0.79%against the US dollar to 1.0717.The European Central Banks interest rate cuts are expected to pressure the euro.The European Central Bank Management Commission Holzman said that there was no reason to cut interest rates in December.
Last Friday, the US dollar closed down 0.21%against the Japanese yen to 152.62. On November 11, the Japanese House of Representatives and Senate will hold a prime ministers name election. Investors need to pay attention to the situation of the Japanese political situation.And future policies, or affect the future trend of the dollar against the yen.
4. Products
LME copper closes 2.54%last Friday to $ 9433/ton;LME aluminum closes 2.87%to $ 2627/ton; LME zinc closes 2.83%to $ 2984/ton.
5. The stock market
The closing of the Shanghai Stock Exchange Index fell at 18.36 points last Friday, the decline was 0.53%, the report was reported, and the report was reported.The closing of 3452.3 points; the closing of the deep certificate fell by 74.22 points, a decrease of 0.66%, and the acquisition of 11161.7 points.Semiconductor, communication equipment, aerospace and other sectors have risen.
Last Friday, the European Index Stock Index STOXX 600 index closed down. This week was the third consecutive week of decline. The market was worried that Trumps levy titles after coming to power would damage economic growth.The Pan -EUXX 600 Index closed down 0.6%, and the declines of mining stocks, luxury stocks and other sectors exceeded 3%.Except for defensive sectors such as real estate and medical care, most of the main sectors are low.
Last Friday, the Dow rose 0.59%, the S & P 500 index rose 0.38%, and Nasdaq rose 0.09%.
6. Bond market
Last Friday, the 10 -year benchmark national bond yield fell 2.72 basis pointsAt 4.2985%, a total of 8.32 basis points fell throughout the week.The two -year US debt yield rose 4.83 basis points to 4.2477%, and the cumulative increase of 4.44 basis points throughout the week.
International News ① Foreign media reports that Tesla CEO Musk participated in Trump and Ukraine President Zeelianzki, or implied its important role in the future;In addition, Musk supports Trump to intervene in the Fed.
② Israeli National Defense Forces: Lebanons Allah is responsible for the commander of the British artillery forces in the southern Libolida, was killed in the attack
③ Israeli Israeli Safety Cabinet held a meeting discussion and the progress of the ceasefire negotiations with the Lizhen Lord. Sources said: The possibility of reaching an agreement between the two parties is "not low"And the Senate will hold the prime ministers name election
⑤ It is reported that Trump plans to greatly strengthen sanctions on Iran and curb Iranian oil sales
⑥ Signed an energy cooperation agreement with Russia and Russia to jointly develop natural gas fields. = "35m3pm57"> ⑧ KPMV survey: The British salary growth rate in October was the slowest since the beginning of 2021
⑨ Mexican government plan "as soon as possible" with Musk to discuss the super -stagnant super super super Factory projects
⑩ The person in charge of the Panama Canal said that the Panama Canal plans to expand cargo transfer services so that large ships have more traffic choices
Domestic China Must hear ① China Petroleum: Single charging in Sichuans largest supercharging station exceeds 20,000 kilowatt -hours per day
② Previous period: Accelerate the promotion of liquefied natural gas futures and options.
③ Chinas first mineral iron ore big data platform covering iron ore from the exploration of iron ore from exploration to the smelting industry chain supply chain officially released
④ The twelfth meeting of the Standing Committee of the 14th National Peoples Congress voted through the "Energy Law of the Peoples Republic of my country", and it will be implemented on January 1, 2025
⑤ Foreign Exchange Bureau: In the first three quarters , my country ’s international revenue and expenditure -caliber cargo trade surplus 518.2 billion U.S. dollars, a year -on -year increase of 17%
Summary of the institutional view ① Baklai economist has adjusted the Fed in 2025 The expectations of interest rate cuts are adjusted from the original three interest rate cuts to two
② Goldman Sachs strategist: US trade risk will reduce European corporate profits
③ Daoming Securities: Fed in Australia may wait until the budget is released, and then cut interest rates in August 2025
④ Baklai: The Indian Central Bank may cut interest rates in December
⑤ Citi: Trumps policy may cause oil prices to pressure. Next year, the average price of oil is reduced to $ 60
⑥ Dutch International: The Bank of England may give up 12 The monthly rate cuts the interest rate again, but the pace of interest rate cuts in 2025 may still be accelerated
⑦ Dutch International: The growth rate of the euro zone will slow down, the European Central Bank may speed up the pace of interest rate cuts
⑧ Digital Investment Company Moomoo Malaysias senior equity and derivatives traders, Ahmad, said that Trumps re -election may affect Malaysias energy departments and exports
Todays key data and major events
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