国际金融市场早知道：12月30日

Group 1 - The People's Bank of China has officially released a digital yuan action plan, set to implement a new measurement framework and management system starting January 1, 2026, marking the transition from "digital cash" to "digital deposit currency" [1][6] - The U.S. government has initiated an investigation into large companies' Diversity, Equity, and Inclusion (DEI) programs, with notable firms like Google and Verizon included in the inquiry, reflecting a strong response to the expansion of DEI policies in recent years [7] - A survey by the German Economic Institute indicates that out of 46 business associations, 22 expect to lay off employees by 2026, while only 9 plan to hire, driven by ongoing economic weakness, high energy costs, and a slowdown in global demand [7] Group 2 - The Dallas Fed's business activity index for December has dropped to -10.9, below the expected -6 and previous value of -10.4, indicating a continued decline in manufacturing sentiment in the southern U.S. [2][7] - The November pending home sales index in the U.S. surged by 3.3% month-over-month, marking the largest single-month increase since early 2023, suggesting resilience in the housing market despite high interest rates [2][7] - Minutes from the Bank of Japan's December meeting reveal that several policymakers support further interest rate hikes, with one member suggesting flexible adjustments to monetary policy every few months, reinforcing expectations of a gradual tightening path [7]