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2024-12-14 00:02:58

A rational view of the surge in the bond market should not ignore the risks behind it. Recently, bond yields have dropped rapidly. When investors enjoy the dividends brought by the surge in the bond market, they must also remain rational and not ignore the risks behind them. The market has filled the expectations of the bond market. If there is a gap between future policy implementation and expectations, the market may have the possibility of substantial adjustment. Most financial institutions are bulls in the bond market. In the case of unilateral upward interest rates and no hedging instruments, once the market is obviously disturbed, it is necessary to be alert to the risk of trampling. At present, the yield of 10-year treasury bonds has dropped to 1.84%. Market participants should realize that the future downside is limited, but the upside is great. (SSE)Marcel Tijhuis, Senior Project Manager of LNG Terminal in Brunsbuttel, Germany: Call on the German government to abandon the import ban set after 2043; We believe that Germany will need this hub for a longer period of time, and even after 2043, German industrial users will still need this hub.During the year, the amount of A-share repurchase has exceeded 160 billion yuan, and "cancellation" has become the mainstream. Wind data shows that 2,446 repurchase schemes have been implemented this year, involving more than 160 billion yuan, far exceeding the level of last year. Different from the past, the current wave of buybacks is characterized by great strength, short term, quick implementation and large number of cancelled buybacks. At the same time, with the support of special loans for stock repurchase, more and more listed companies join the buyback team. Not only are there a large number of listed companies participating in the repurchase, but the "efficiency" of this round of repurchase is also high, and the short term and quick implementation have become a point of view. At the same time, write-off repurchase has become the mainstream. In addition to Hikvision, Kweichow Moutai plans to implement a share repurchase plan with its own funds of 3 billion to 6 billion yuan, and the repurchased shares will be used to cancel and reduce the registered capital of the company. In addition, companies such as Wuxi PharmaTech, Jiu 'an Medical, and Yili Co., Ltd. disclosed repurchase plans with a ceiling of more than 1 billion yuan, and all of them were used for capital reduction and cancellation. (Securities Times)


CEO of Goldman Sachs: Trump's economic card will bring good days to Goldman Sachs, and Goldman Sachs Group is moving towards the biggest annual increase in 15 years. David Solomon, the company's chief executive, said that the good times may have just begun. Solomon said at an event in Reuters on Tuesday, "The incoming Trump administration seems to adopt a pro-growth strategy, which will benefit Goldman Sachs. I am very optimistic that this government will implement an agenda that is very, very conducive to economic growth. " Solomon pointed out that the prospect of the new business environment may lower regulatory expectations, push up asset prices and encourage trading activities, which is a key factor to promote the growth of Goldman Sachs.Walgreen's U.S. stocks rose to 20%. On the news, walgreen is negotiating to sell himself to private equity fund Sycamore Partners.Walgreen, a chain pharmacy, is in talks to sell itself to private equity fund Sycamore Partners. Walgreen's US stocks rose to 5.99% in the short term, which triggered the suspension.


US President Biden: Now companies are returning to the United States to invest and create jobs here. I think this is their proper position. Of course, this economic growth is not without cost. The whole world is facing a surge in inflation due to the epidemic and the conflict between Russia and Ukraine. We acted quickly to reduce inflation to the pre-epidemic level with the joint efforts of the two parties. Wages have risen, but there are still too many working-class and middle-class families struggling because of the high prices of housing, food and daily necessities. At the same time, although the inflation rate continues to decline, we are entering a new stage of economic recovery. With the result of this election coming, we are also facing a turning point.The National Institutes of Health (NIH) found that Tecovrimat is safe, but it is not an effective solution to improve the symptoms of monkeypox patients.French Presidential Assistant: President Macron told party leaders that he did not want to dissolve the National Assembly in the remaining 30 months of his term.

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