1. Sudden black swan in the middle of the night! U.S. nonfarm payrolls increased by 19 percent in November90,000, stronger than the market expectation of 180,000, suggests that the labor market remains strong as the Fed tries to slow economic growth.
If the employment data is good, it means that the economic data is good, then there is no need to cut interest rates to stimulate, this is a set of derivation logic, that is to say, from the data, the Fed's interest rate cut will be postponed, which is bearish for A shares. Because the enemy does not move, I do not move. If the Fed doesn't cut interest rates, we won't cut them easily! At most, the RRR has been lowered!
2. National Bureau of Statistics: In November 2023, the national household consumption** decreased by 05%。
I have never seen the CPI drop so much, it is December, it stands to reason that consumption should get better and better, but the data is not so, indicating that the economic recovery is not as expected, consumption is not good, everyone has no money, and the income is not high, so the future RRR cut should come soon!
3. Standard Chartered officially obtained the "Business License" It plans to officially launch business in the first half of 2024, as the first wholly foreign-owned holding company approved for the establishment of a new company, which means that it will carry out comprehensive business in China. A few days ago, a Saudi sovereign** also said that setting up an office in China will enter China, and in the current A-share environment, I don't know if these foreign investors can adapt to the soil. The entry of foreign-funded institutions will bring liquidity to the domestic capital market and benefit the development of A-shares. Seeing this, I couldn't help but sigh, I should have come or come, you are finally back, and after reading this news, there are old tears flowing here.
Fourth, E Fund and Wells Fargo reported the first batch of SZSE 50 ETF connections, raising a total scale of more than 5 billion yuan, and both products are officially listed and traded, but unfortunately the total scale of the two ** is only 5 billion, and it is completed in batches, which is like gravel for A-shares with a daily turnover of nearly one trillion yuan.
5. According to the data of the China Charging Alliance, the number of public charging piles nationwide increased by 10 in November10,000 units, a year-on-year increase of 517%, now the new energy electric vehicle leading companies can reach the production capacity of 300,000 vehicles, and the new production capacity of the country is more than 1 million vehicles per month, which has more demand for charging piles, so the related companies of the public charging pile industry chain will be improved.
Sixth, the scale of global central bank gold purchases during the year is expected to exceed 1,000 tons for the second consecutive year, dollar hegemony, coupled with the instability of geopolitical factors, have produced significant risks to the foreign exchange of various countries, in order to offset the risk, was beaten by the stick of dollarism, the spot is the main means of hedging risks, and China's new increase in the past year far exceeds that of previous years, although the current adjustment has been made, but the long-term trend has not changed.