Group 1 - Ukrainian President Zelensky has made a significant compromise by accepting a bilateral security guarantee instead of direct NATO membership, which is a core demand of Ukraine but lacks support from the US and some European countries [2] - The ongoing discussions between the US and Ukraine have shown "significant progress," focusing on the "peace plan," economic agenda, territorial issues, and frozen Russian central bank assets [2] Group 2 - The US has announced the lifting of sanctions on Belarusian potash fertilizer, which had been imposed in response to alleged election manipulation, significantly impacting Belarus's economy [4] - The discussions between US officials and Belarusian President Lukashenko have been described as productive, marking an important milestone in US-Belarus relations [6] Group 3 - A major shift is anticipated in the Federal Reserve's operations, with indications that the Fed may restart asset purchases to support US Treasury spending and stabilize market fluctuations [8] - The evolving relationship between the US Treasury and the Federal Reserve suggests a merging of their balance sheets, with the Treasury Secretary playing a crucial role in this new structure [8] Group 4 - Gold prices have shown strong performance, with a significant inflow of $5.2 billion into global physical gold ETFs in November, marking six consecutive months of inflows [10] - The recent interest rate cut by the Federal Reserve has reduced the opportunity cost of holding gold, contributing to its price support [11] - Long-term factors driving gold prices include central bank de-dollarization and ongoing geopolitical conflicts, with expectations of continued interest in gold from global investors [12]
突变!泽连斯基作出重大妥协!美国宣布:解除制裁!美联储巨变酝酿中?
Sou Hu Cai Jing·2025-12-14 23:37