Societe Generale: The S&P 500 index is expected to fluctuate between 6,500 and 7,500 points next year. Strategists at Societe Generale said that the re-inflation policy proposed by President-elect Trump when he takes office next year may push the S&P 500 index to 6,500 points in April and 7,500 points in 2025, and bond yields are expected to fluctuate greatly.U.S. stock ETFs generally closed down, with regional bank ETFs falling by more than 1.6%. On Monday (December 9), regional bank ETFs closed down by 1.62%, while banking ETFs, financial ETFs, internet stock index ETFs and semiconductor ETFs fell by at least 1%, technology ETFs fell by more than 0.6%, energy ETFs fell by more than 0.1%, and medical ETFs and biotechnology index ETFs rose by about 0.3%.Israel attacked Hezbollah in Syria, calling it a serious violation of Syria's sovereignty. Hezbollah in Lebanon issued a statement on the night of the 9th local time, condemning Israel's attack on Syria. The statement said that Israel's further occupation of the Golan Heights and its attack on Syria's national defense capability are serious violations of Syria's sovereignty and will further undermine Syria's stability. The statement accused Israel of fabricating false reasons for its attack, and called on the international community, especially the Arab world, to take a unified stand and exert pressure in various fields to stop Israel's aggression.
The market generally expects that the central bank will still have the probability of cutting interest rates in 2025, and the market generally expects that the central bank will still have the probability of cutting interest rates in 2025, and the yield of government bonds in the next 10 years will drop to around 1.8%. Therefore, the "rush to run" behavior of institutions is more obvious, and the yield of 10-year government bonds fell below 2%, challenging 1.9%. From the perspective of many institutions in 2025, the central bank will continue to cut interest rates. Many institutions believe that in this context, the yield of 10-year government bonds will also fall to around 1.8%. (SSE)Many places in Syria were attacked by air. According to many media reports, Damascus, the capital of Syria, and Homs, the central city, were attacked by air on the evening of the 9th. Saudi Arabia's Arabiya TV reported on the 9th that Latakia, Damascus, Homs, Qamishli and other places in Syria were attacked by Israel. The report quoted two Syrian security sources as saying that Israel attacked several major air bases in Syria and destroyed a large number of infrastructure, dozens of helicopters and fighter planes. According to pro-Syrian opposition media reports on the 9th, Israel attacked the naval fleet belonging to Syrian government forces in Latakia. On the same day, the opposition also announced that it would pardon all soldiers who performed compulsory military service in the government army and prohibit anyone from infringing on their rights and interests.Liu Yu, chief economist of Huaxi Securities, said that the bond bull market is expected to continue in the coming year. Although there is a phenomenon of "rushing to run" near the end of the year, it is still necessary to actively allocate cost-effective bond assets.
U.S. stock ETFs generally closed down, with regional bank ETFs falling by more than 1.6%. On Monday (December 9), regional bank ETFs closed down by 1.62%, while banking ETFs, financial ETFs, internet stock index ETFs and semiconductor ETFs fell by at least 1%, technology ETFs fell by more than 0.6%, energy ETFs fell by more than 0.1%, and medical ETFs and biotechnology index ETFs rose by about 0.3%.The phenomenon of "high-priced over-offering" still occurs from time to time, and the "white list" of offline professional institutional investors will be released. Since the reform of the comprehensive registration system, the pricing function of market-oriented issuance has gradually played a role, but the phenomenon of "high-priced over-offering" has occurred from time to time, causing widespread concern in the market. On December 9, the reporter learned from the brokerage office that China Securities Association (hereinafter referred to as "China Securities Association") summarized the experience of classified management of offline investors in recent years, studied and formulated the "White List Management Guidelines for Offline Professional Institutional Investors (Trial)", and solicited opinions from brokers, aiming at giving full play to the exemplary role of large financial institutions, implementing dynamic adjustment, building a high-quality offline investor team, and promoting the formation of superior and inferior. (Securities Daily)Commercial banks strengthen the marketing of personal pension business, such as "opening an account and paying fees, you can get a reduction from WeChat", "paying a limited amount of gifts" and "enjoying tax concessions" ... Near the end of the year, many commercial banks are strengthening the marketing of personal pension business to attract customers to open personal pension accounts and personal pension fund accounts, and pay a certain amount of money. According to combing, recently, the "marketing craze" of personal pension business of ICBC, Agricultural Bank, Bank of China, China Construction Bank, Bank of Communications, China Postal Savings Bank, Industrial Bank and other banks and their branches is heating up continuously. In addition, with the help of Internet financial platforms such as JD.COM Science and Technology Holding Co., Ltd. (hereinafter referred to as "Jingdong Finance"), some banks have stepped up their efforts to "grab the cake" of personal pension business, and increased the number of customers. The experts interviewed believe that it is an important measure for banks and other institutions to carry out personal pension business to implement the national strategy of actively responding to the aging population, which will help promote the implementation of personal pension policy. For banks, personal pension business can increase customer resources and provide a broader market space for bank wealth management business. (Securities Daily)
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide