国际金融市场早知道：12月31日

Group 1 - The Federal Reserve shows internal divisions regarding interest rate cuts, with some officials suggesting a delicate balance in decision-making, indicating a cautious and uncertain policy environment [1] - India's GDP has reached $4.18 trillion, surpassing Japan to become the world's fourth-largest economy, with potential to overtake Germany in 2-3 years and achieve a target of $7.3 trillion by 2030 [1] - The Bank of Korea plans to issue 20 trillion KRW (approximately $13.9 billion) in government bonds to individual investors in 2026, a significant increase from 12 trillion KRW in 2025, aimed at broadening financing channels and enhancing public participation [2] Group 2 - The Chicago PMI rose to 43.5 in December, exceeding expectations and indicating a gradual stabilization in U.S. manufacturing activity, despite still being in contraction territory [2] - The FHFA House Price Index increased by 1.7% year-on-year in October, significantly above the expected 0.1%, suggesting resilience in the housing market [2] - The S&P/CS 20-City Composite Home Price Index showed a year-on-year increase of 1.3% in October, with a smaller month-on-month decline of 0.3%, indicating a reduction in downward pressure on the housing market [2]