Group 1 - Dutch International Group indicates that Sweden's November CPIF inflation fell to 2.3% year-on-year (expected 2.5%), with core inflation also below expectations, but the central bank's hawkish stance remains due to improved growth prospects [1] - Deutsche Bank notes that AI investments are driving technology exports and demand in Asia, but rapid technological iterations and competitive dynamics may amplify market volatility, with industry outcomes likely to be clearer post-2026 [1] - Nomura economists predict that Bank Negara Malaysia will reverse its rate cut from July and raise rates to 3.00% by Q4 2026 due to stronger-than-expected economic growth and rising core inflation, aiming to mitigate systemic risks [2] Group 2 - Barclays research states that the USD/INR has breached the critical support level of 88.80, expecting it to rise to 94.0 by the end of 2026, with limited short-term downside [3] - Mitsubishi UFJ Bank reports that the UK budget has eliminated tail risks, leading to a 16-month low in GBP volatility, and the pound has been recovering, reaching a high of 1.3359 against the dollar [2] - Caixin Macro notes that the Japanese yen and stock market are expected to rebound significantly next year due to reduced tariff risks and effective corporate reforms, although potential wage growth could lead to further rate hikes by the Bank of Japan [2]
每日机构分析：12月4日
Xin Hua Cai Jing·2025-12-04 12:02