Raw sugar futures fell more than 1.5%, while new york cocoa futures rose more than 3.5% and continued to hit a record high. In late new york on Monday (December 9), ICE raw sugar futures fell 1.56% and ICE white sugar futures fell 1.21%. Coffee "C" futures 0.94%. Robusta coffee futures rose 1.39%. New york cocoa futures rose 3.52% to $10,200/ton, reaching $10,454 at 21:44 Beijing time, continuing to hit a record high. London cocoa futures rose 2.17% to 8061, and also rose to 8306 at 21:45, a record high. ICE cotton futures fell 0.23%.Damascus, the capital of Syria, and Homs, the central city, were attacked. The reporter learned on the 9th local time that Israel launched attacks on Damascus, the capital of Syria, and Homs, the central city. On the same day, there were many air strikes near the western suburbs of Damascus, Syria, and the Damascus Scientific Research Center was attacked, with more than four explosions. It is reported that in the past few hours, the Israeli army destroyed all air defense bases in Syria, most military airports, Syrian fighter planes and helicopter formations, long-range missile depots, strategic weapons warehouses and dozens of tunnels connecting Syria and Lebanon. At present, the Israeli side has no response to this.The monetary policy is moderately loose. Many chief brokers actively interpret "extraordinary countercyclical adjustment". On December 9, the Political Bureau of the Communist Party of China (CPC) Central Committee held a meeting to analyze and study the economic work in 2025. The meeting released many new signals, such as the change of monetary policy from "flexible and moderate" to "moderately loose". In an interview, a number of brokerage chiefs believe that liquidity support may increase in the future to better serve the development of the real economy. (Securities Times)
Disney's chief financial officer said it would be a pity if VENU, a sports joint venture service, could not be launched.Onshore RMB against the US dollar (CNY) closed at 7.2562 yuan at 03:00 Beijing time, up 171 points from last Friday night's close. The turnover was $40.017 billion.The yield of 10-year US Treasury bonds rose by more than 4 basis points. Investors were concerned about the rising oil price and the US Treasury's supply this week. At the end of new york on Monday (December 9), the yield of 10-year US benchmark treasury bonds rose by 4.44 basis points to 4.1973%, and the intraday trading was in the range of 4.1336%-4.1973%. The yield of two-year US bonds rose by 2.26 basis points to 4.1265%, and intraday trading was in the range of 4.0933%-4.1307%. The yield spread of three-month Treasury bonds /10-year US bonds rose by 4.684 basis points to -21.027 basis points. The yield spread of 02/10-year US bonds rose by 2.147 basis points to +6.867 basis points. The yield of US 10-year inflation-protected treasury bonds (TIPS) rose by 2.51 basis points to 1.9215%.
The price and quantity of LCD panels have stabilized. The penetration rate of OLED market is expected to further increase. Since the fourth quarter, LCD panels (including TV panels, display panels, notebook panels and flat panels) have shown a trend of price and quantity stabilization. On December 8, Shanghai Qunhui Huashang Optoelectronics Technology Co., Ltd. released a report showing that the market demand brought by the "national subsidy" policy and the domestic and international promotion activities recovered better than expected, prompting the price of TV panels of all sizes to stop falling and stabilize in November. In addition, the prices of flat panels, monitors and notebook panels remain unchanged. Talking about the reasons why panel prices have stopped falling and stabilized recently, the researchers said that from the supply-side analysis, panel factories actively regulated the production rate of production lines, and capacity regulation brought supply and demand back to a balanced state again, thus slowing down the downward pressure on panel prices; On the demand side, although this year's trade-in policy is coming to an end, it is generally believed in the industry that the relevant subsidy policy is expected to be extended next year. In addition, combined with the positive factors such as overseas "Black Five" stocking, China's Spring Festival consumption boom, China's active listing of new energy-efficient models, and the hot sale of large-size high-end products, the panel market demand is expected to pick up.Barclays: There is a high degree of uncertainty in the US interest rate forecast in 2025. Based on the baseline prospect of a soft landing of the US economy in 2025, Barclays interest rate strategists predict that the yields of 2-year and 10-year government bonds will close at 3.75% and 4.25% respectively next year, and the yield difference between 2s10s will widen by about 50 basis points. According to the report, interest rate cuts should push interest rates down, while longer-term yields are under pressure from factors such as rising neutral interest rates, high interest rate volatility, inflation risk premium and net bond expansion. But the incoming Trump administration will bring "great uncertainty".US Secretary of State Blinken: Overthrowing the Assad regime is a good opportunity, but it also involves considerable risks. The extremist organization "Islamic State" will try to use this time to rebuild its power in Syria, and the United States will not let this happen. The Syrian people must choose their own future.
Strategy guide
Strategy guide
Strategy guide