离岸人民币迈向14个月高位

Core Points - Trump hinted at Hasset as the next Federal Reserve Chair, impacting the dollar index negatively [1] - The OECD forecasts global economic growth rates of 3.2% and 2.9% for the next two years, consistent with previous predictions [1][2] - The Chinese yuan has appreciated against the dollar, with the onshore yuan breaking the 7.07 mark and offshore yuan reaching a 14-month high [1] Group 1 - Trump's announcement regarding the next Federal Reserve Chair could influence market expectations and the dollar's performance [1] - The OECD's economic outlook indicates resilience in the global economy but highlights risks such as trade barriers and fiscal vulnerabilities [1][2] - The Chinese yuan's trading volume increased by 12.6% in November, although the average daily trading volume remains below October levels [2] Group 2 - The OECD predicts that developed economies will end the current rate-cutting cycle by the end of 2026, with the Fed expected to lower rates only twice before maintaining a range of 3.25% to 3.5% throughout 2027 [2] - Market conditions are expected to become more variable following the December FOMC meeting, influenced by weak U.S. employment data and speculation about the next Fed Chair [2] - The Australian and New Zealand Bank anticipates a moderate appreciation of the yuan against the dollar, projecting it to reach around 6.95 by the end of 2026 [2]