The moderate increase in inflation in the United States consolidated the expectation of interest rate cuts in December. According to the data released by the US Department of Labor on December 11, local time, the US consumer price index (CPI) increased by 0.3% in November, an increase of 0.1 percentage point over October. Inflation continues to rise moderately, which is in line with the market's previous judgment and also supports the expectation that the Fed will continue to cut interest rates this month. However, considering the slowdown in inflation and the increase in uncertainties affecting the economy, many analysts believe that the Fed may slow down the pace of interest rate cuts in the future. (Economic Information Daily)The American medical insurance giant said that the suspect who assassinated its CEO was not a company customer. A spokesman for UnitedHealth Group said that Luigi Mangione, the suspect accused of killing Brian Thompson, CEO of the company's United Health Care, was not a member of the company's insurance plan. Unitedhealth group said that Man Ghione and his mother were not members of United Health Insurance Company, and refuted the claim that the shooting incident was caused by dissatisfaction caused by his special experience in the company.Warner Bros. Discovery will be reorganized into two major departments. Warner Bros. Discovery said that it will be reorganized into two operating departments, one focusing on traditional cable TV business and the other focusing on streaming media and studios, which may pave the way for the company's future transactions. Warner Bros. Exploration said that it will merge its current Max and Discovery+ streaming media services and HBO departments with another department including Warner Bros.' film and television production business.
The yield of major inter-bank interest rate bonds generally declined at the beginning of the session, and the yield of 10-year treasury bonds "24 interest-bearing treasury bonds 11" fell by 0.5bp to 1.8030%, hitting a record low; The yield of 10-year CDB "24 CDB 15" decreased by 2.25bp to 1.86%, and the yield of 30-year Treasury bond "24 Special Treasury Bond 06" decreased by 2.25bp to 2.02%.The yield of 10-year active bonds in China inter-bank bond market initially dropped by more than 3 basis points to 1.775% and then hit a record low. The yield of 30-year active bonds in China inter-bank bond market initially dropped by nearly 4 basis points to 2%, also hitting a record low.Guotai Junan: The liquor sector is determined to be ahead of growth, paying attention to the trend of price approval and the orientation of head liquor enterprises. Guotai Junan said that the liquor reporting end began to enter a downward period in 2024Q2, and the bottom shock is expected in 2025H1. Sales are slowing down, inventory is passively rising, and the approval price is expected to be relatively weak. The Spring Festival in 2025 will experience a stress test period. In terms of price, real estate liquor > high-end > secondary high-end. After this round of adjustment, real estate liquor is expected to recover first, followed by high-end liquor, and the secondary high-end liquor is expected to recover for a long period.
The American medical insurance giant said that the suspect who assassinated its CEO was not a company customer. A spokesman for UnitedHealth Group said that Luigi Mangione, the suspect accused of killing Brian Thompson, CEO of the company's United Health Care, was not a member of the company's insurance plan. Unitedhealth group said that Man Ghione and his mother were not members of United Health Insurance Company, and refuted the claim that the shooting incident was caused by dissatisfaction caused by his special experience in the company.CITIC Jiantou: The Matthew effect of the property insurance industry is expected to be further highlighted. CITIC Jiantou said that the State Financial Supervision and Administration Bureau recently issued the Action Plan on Strengthening Supervision, Preventing Risks, Promoting Reform and Promoting the High-quality Development of the Property Insurance Industry. In terms of comprehensive supervision and strict supervision, the Action Plan proposes to improve the quality and effectiveness of property insurance supervision from strengthening market access and exit supervision, promoting hierarchical and classified supervision, strictly rectifying illegal activities, and improving prudential supervision system and rules. In terms of effectively preventing and resolving risks, the Action Plan proposes to enhance the ability of risk prevention and resolution of the property insurance industry by enhancing the ability of capital replenishment and improving the monitoring and early warning system, and proposes to encourage mergers and acquisitions of property insurance companies. Deepen reform and promote opening up, and propose to guide property insurance institutions to position their development, accelerate business transformation and upgrading, enhance risk management capabilities, and promote high-level opening up. On the whole, the Action Plan will help to prevent and resolve risks in the property insurance industry, lay a foundation and provide guidance for the high-quality development of the industry, and the Matthew effect of the industry is expected to be further highlighted.The memorial hall for the victims of the Nanjing Massacre by the Japanese invaders held a ceremony to raise the national flag and fly it at half mast. (CCTV)
Strategy guide 12-13
Strategy guide
12-13
Strategy guide
12-13
Strategy guide