每日机构分析：12月2日

Group 1 - DBS Bank forecasts Singapore's average core inflation rate to be 1.0% and overall inflation rate to be 1.2% in 2026, indicating a moderate recovery from the low point in 2025, but still within a controllable range [2] - OCBC Bank strategists note that the Bank of Japan's Governor Ueda signals a potential interest rate hike in December or January, with market expectations for an increase significantly rising [2] - UBS Chief Economist highlights that foreign investors' net purchases of Australian government bonds reached AUD 42 billion in Q3 2025, the highest quarterly figure since 2020, increasing the foreign ownership of Australian public debt to 36.5% [1] Group 2 - Nomura Securities indicates that severe flooding in southern Thailand will primarily exacerbate growth concerns rather than inflation, with the affected regions accounting for 2.6% of the national GDP [3] - MUFG analysts suggest that despite potential interventions by the Reserve Bank of India to support the rupee, the currency will remain under pressure due to an expanding current account deficit and foreign capital outflows [2] - Credit Agricole notes that the US dollar typically performs weakly in December, with about 70% of the past 25 years showing declines during this month due to seasonal capital flows [3]