On December 19, local time, the three major U.S. stock indexes closed up across the board, the Dow hit a new record high, the technology stock index Nasdaq 100 also hit a record high intraday, and the S&P continued to approach record highs. Investors' interest in interest rate cut bets is strong. Bank of America survey showed that investors' optimism about a rate cut was the highest since the beginning of last year.
On December 19, local time, Maersk, which operates the world's second largest container fleet, said that due to the high security situation, ships originally scheduled to sail through the Red Sea will be rerouted around the Cape of Good Hope, which means that the cost of navigation will increase and the delivery time will be delayed. International oil prices on the 19th**. In the past few days, international oil prices have also been in the first state.
The Federal Reserve released doves and U.S. stocks rose
On December 19, local time, the three major U.S. stock indexes closed up across the board, and wind data showed that as of **, the Dow rose 068% at 3755792 points, continuing to hit a record high;The S&P 500 rose 059%, the Nasdaq rose 066%。
Data**: Wind technology stocks are the majority**, Apple is up 054%, Amazon fell 018%, Netflix rose 183%, Google's parent company alphabet rose 063%, Meta rose 167%, Microsoft rose 016%。Bank stocks collectively **, JPMorgan Chase rose 134%, Goldman Sachs rose 159%, Citi rose 256%, Morgan Stanley rose 127%, Bank of America rose 025%, Wells Fargo rose 087%。Energy stocks across the board, Exxon Mobil rose 13%, Chevron rose 133%, ConocoPhillips rose 138%, Schlumberger rose 13%, Occidental Petroleum rose 229%。Popular Chinese concept stocks are generally **, and Shuodi Biotech rose 1005%, Dingdong Grocery rose 633%, Gaotu Group rose 603%, BOSS Zhipin rose 519%, JD.com rose 36%；China's new energy vehicle stocks collectively **, Weilai Automobile rose 569%, Xpeng Motors rose 335%, Li Auto rose 28%。On December 19, local time, Atlanta Fed President Bostic said that given the strong momentum of the U.S. economy and the need to ensure that inflation returns to the 2% target level, the Fed has no urgency to cut interest rates at present. He expects the Fed to cut interest rates twice in the second half of next year. Morgan Stanley Chief Investment Officer and U.S. Strategic Analyst Mike Wilson said that the Fed's policy pivot is "good news for **", which means that the Fed is starting to focus more on the economy ** than worrying about whether the decline in inflation can be sustained, and the probability of a soft landing will rise, which will drive small-cap stocks and other sectors that have performed weaker than ** this year to usher in catch-ups**. Vessel diversion International oil prices**International oil prices on the 19th**. As of the same day**, the NYMERX light weight for January 2024 delivery closed at 73 cents per barrel$44, an increase of 134%；London Brent for delivery in February 2024***1$28, closed at $79 per barrel$23, an increase of 164%。On the news side, Maersk, which operates the world's second-largest container fleet, said that due to the high security situation, ships originally scheduled to sail through the Red Sea will be diverted to the Cape of Good Hope, which means that the cost of navigation will increase and the delivery time will be delayed. Other shipping groups have made similar moves. Germany's Hapag-Lloyd changed the course of all ships on Monday, making a detour to the Cape of Good Hope;Mediterranean Shipping Company (MSC) decided on Friday to change some of its routes. On Friday, Maersk issued a statement saying that it had suspended all navigation plans in the Red Sea and the Bab el-Mandeb Strait due to security concerns following the recent escalation of the conflict in the Red Sea. Michael Aldwell, executive vice president of Swiss logistics group Kuehne+Nagel, said that about 190,000 ships pass through the Suez Canal, which usually takes 30 to 40 days to complete an Asia-Europe voyage. Choosing to detour the Cape of Good Hope may extend the voyage by three to four weeks. Blue Origin completes rocket launchAccording to the CCTV news client, on December 19, local time, the American commercial aerospace company Blue Origin completed the rocket launch. The launch, Blue Origin's first in nearly 15 months, was originally scheduled for the 18th, but was canceled due to problems with the ground system. It is reported that after the rocket launch, the capsule separated from the booster, and the capsule safely descended back to Earth after reaching the highest point, and the booster landed successfully. Editor: Yu Zhe Ya Wenhui Signed: Peng Yong