一周综评与展望：打好稳定汇率、利率政策组合拳

Group 1 - The central bank has introduced a series of policies to stabilize interest rates and exchange rates, emphasizing the importance of managing market expectations and preventing financial risks [1][2] - The State Development and Reform Commission and the Ministry of Finance have issued a notice to implement large-scale equipment updates and a trade-in policy for consumer goods in 2025, with an expected funding scale of 300 billion yuan to boost effective investment and consumption [2] - The inflation data for December shows a slight increase in CPI by 0.1% year-on-year, while PPI decreased by 2.3%, indicating a stabilization in CPI growth after two months of decline [3] Group 2 - The U.S. labor statistics revealed that 256,000 non-farm jobs were added in December, exceeding expectations, while the unemployment rate was reported at 4.1%, leading to a significant reduction in market expectations for a rate cut by the Federal Reserve [3]