Canada's 10-year bond yield recovered its early decline, rising by 1.1 basis points to 3.030%.Market News: The US CPI report in November may suggest that the core PCE index, the inflation indicator favored by the Federal Reserve, may rise slightly to 2.9% in the last two months of 2024.Bank of America: In the third quarter, auto loans reached the highest level in eight years, and the financing demand for electric vehicles is growing.
According to statistics, on December 11th, as of press time, four A-share listed companies, including Fuguang, Jingsong Intelligent, China Nuclear Power and Nanmo Bio, disclosed their holdings.CEO of Bank of America: The prospect is "stable and positive".The Canadian dollar expanded its gains to an intraday high.
Mackler, Governor of the Bank of Canada: The current policy focus is to keep inflation close to the target. Mackler, Governor of the Bank of Canada: Due to the sales tax holiday, the overall rate is expected to slow down to 1.5% in January. We will focus on core inflation indicators to help us evaluate CPI trends. It is expected that the inflation rate will drop at the end of the sales tax holiday. The current policy focus is to keep inflation close to the target. We hope to see economic growth accelerate to absorb unused capacity in the economy and keep the inflation rate at around 2%.Russian President Vladimir Putin: Russia must become the leader of artificial intelligence technology in the world.Vanguard went against tradition and suggested the strategy of "six shares of debt and four shares" to deal with policy risks. In view of the high interest rate and stock valuation, Vanguard Group suggested that investors establish defensive positions in the new year and increase their investment in bonds instead of stocks. The company's 2025 outlook lists the asset allocation model built by economists and portfolio teams, which allocates 62% of the funds to fixed-income securities and the remaining 38% to stocks. In contrast, the ratio of stocks to bonds in the traditional portfolio is 60% to 40%. Although the US economy is still strong, the stock market valuation is close to historical highs, which makes stocks more vulnerable to potential policy risks after Trump takes office. At the same time, interest rates may remain higher than those in the 2010 s, thus providing investors with stable income and more protection in the case of risk aversion.
Strategy guide 12-13
Strategy guide
12-13
Strategy guide 12-13
Strategy guide 12-13