中资离岸债每日总结(11.11) | 美国政府停摆有望结束,黄金重返4100美元
Sou Hu Cai Jing·2025-11-12 02:59

Group 1 - The President of the St. Louis Federal Reserve, Musalem, expects a strong rebound in the U.S. economy in early next year, highlighting the need for caution among Federal Reserve officials regarding further interest rate cuts [2] - Musalem attributes the anticipated economic boost to the end of the government shutdown, fiscal support, the effects of previous rate cuts, and regulatory easing [2] - He reiterated that the current Federal Reserve policy rate is close to a level that will not exert downward pressure on inflation, emphasizing the limited room for further rate cuts [2] Group 2 - The Federal Reserve has lowered interest rates twice this year, but there is disagreement among officials about the necessity of further cuts [2] - Federal Reserve Chairman Powell stated that a rate cut in December is not guaranteed, with several officials advocating for a pause in rate cuts to continue controlling inflation above target levels [2] Group 3 - In the bond market, there were no new issuances today, and several companies had their ratings updated [4][5] - Far East Development announced a potential sale of interests in a hotel in Australia, with an initial payment of AUD 20 million (approximately HKD 101.2 million) due within five business days [5] - Fuli Properties announced that a bond restructuring plan was approved for a domestic bond with a principal balance of approximately RMB 1.68 billion [5]