美联储主席 John Williams 表示，需等待 12 月数据以更准确评估通胀走势，当前数据尚不足以确认通胀 持续回落趋势。11 月 CPI 数据可能受技术性因素影响被低估，部分原因在于 10 月及 11 月上半月未能 正常采集数据，导致部分分项失真，或使 CPI 被压低约 0.1 个百分点。11 月 CPI 同比为 2.7%，低于市 场预期的 3.1%。（CNBC） （来源：吴说） ...

There are no arguments left.CPI is way lower than expected.The FED has decided to start printing money and to ease the limits for banks through SLR.Bank of Japan has raised their interest rate, which was already priced in.Finally, $BTC holds its level, and we start to see more strength on $ETH.Good signs. ...

I think it represents a continuation of the disinflationary process we've seen and I feel like it's a you know consistent with what we were or I was expecting. Now on the headline though there were some special factors some technical factors that really are related to the fact that they weren't able to collect data in October and not in the first half of November and because of that uh I think the data were distorted in some of the categories and that pushed down the CPI reading uh probably by a tenth or so ...

NY Fed President John Williams said November’s CPI was likely understated due to technical data collection issues after October data couldn’t be gathered, estimating the distortion lowered CPI by about 0.1 percentage point. He said December data should give a clearer picture of inflation trends. https://t.co/qapNNM5uhs ...

长江铜业网讯：今日沪铜主力2602合约低开，开盘价报92560元/吨，跌190元。 长江铜价copper.ccmn.cn短评：美11月CPI重回"2时代"助美元反弹，隔夜伦铜收跌0.13%；国内股指下行 拖累市场情绪，供应虽紧张但现货贴水加深、成交疲软，今现铜或下跌。 【铜期货市场】美11月CPI重回"2时代"助美元反弹，隔夜伦铜震荡走弱；最新收盘报价11727元/吨，收 跌16美元，跌幅0.13%，成交量14534手减少2296手，持仓量344850手增加611手；晚间沪铜盘中涨跌波 动，尾盘勉强翻红，主力月2602合约最新收盘价报92870元/吨，涨120元，涨幅0.13%。 伦敦金属交易所（LME）12月18日伦铜最新库存量报164275公吨，较上个交易日减少2650公吨，跌幅 1.59%。 宏观层面，美国劳工部周四公布的数据显示，11 月美国未季调 CPI 年率录得 2.7%，低于市场预期的 3.1%；剔除食品和能源价格后的核心 CPI 同比上涨 2.6%，同样低于预期，为 2021 年 3 月以来新低，预 期值为 3%。尽管这份因政府停摆推迟发布的报告显示物价压力有所缓和，但因报告编制存在问题，经 ...

| | | | | 申银万国期货研究所 唐广华（从业资格号：F3010997；交易咨询号：Z0011162） tanggh@sywgqh.com.cn 021-50586292 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | TS2603 | TS2606 | TF2603 | TF2606 | T2603 | T2606 | TL2603 | TL2606 | | | 昨日收盘价 | 102.442 | 102.482 | 105.850 | 105.855 | 108.010 | 108.040 | 112.25 | 112.5 | | | 前日收盘价 | 102.434 | 102.468 | 105.840 | 105.840 | 108.005 | 108.025 | 112.14 | 112.33 | | | 涨跌 | 0.008 | 0.014 | 0.010 | 0.015 | 0.005 | 0.015 | 0.110 | 0.170 | | | 涨跌幅 | 0.01% | 0.0 ...

今日关注 申购提示：今日3只新股申购。 商务部：已批准部分稀土出口通用许可申请。 10．当地时间18日，英国央行英格兰银行宣布，将基准利率由此前的4%下调至3.75%。这是2024年8月 以来的第6次降息，也是英国自2023年2月以来的最低基准利率。 4．商务部新闻发言人何亚东在12月18日举行的例行新闻发布会上说，中方注意到，欧委会近期密集对 中国企业发起《外国补贴条例》（FSR）调查，先后对中车集团、同方威视发起深入调查，甚至对中国 数字平台进行现场突袭检查，做法恶劣，指向性和歧视性明显。中方对此强烈反对。希望欧方立即停止 对包括中国在内的外国投资企业的无理打压，审慎使用FSR调查工具，为在欧投资经营企业创造公平、 公正、可预期的营商环境。中方密切关注欧方有关动向，将采取必要措施，坚决维护中国企业合法权 益。 5．香港交易所于12月18日刊发《优化香港证券市场每手买卖单位框架》的咨询文件，主要包含以下三 个部分：1.将每手价值的指引下限从2000港元降至1000港元。2.增设50000港元的每手价值指引上限。3. 将每手股数的种类减至八种标准化的选项：1股、50股、100股、500股、1000股、2000 ...

Core Insights - The article provides an overview of the net flows and assets under management (AUM) across various ETF asset classes, highlighting significant trends in investor behavior and market dynamics [1]. Group 1: ETF Flows by Asset Class - Alternatives experienced a net outflow of $82.50 million, representing -0.08% of AUM of $109,943.15 million [1]. - Asset Allocation saw a modest inflow of $10.42 million, which is 0.03% of its AUM of $32,254.48 million [1]. - Commodities ETFs had a notable inflow of $723.30 million, accounting for 0.22% of AUM of $325,806.98 million [1]. - Currency ETFs faced significant outflows of $511.12 million, which is -0.36% of AUM of $142,717.73 million [1]. - International Equity attracted inflows of $9,891.93 million, representing 0.45% of AUM of $2,201,750.18 million [1]. - International Fixed Income had a slight inflow of $178.97 million, which is 0.05% of AUM of $366,546.60 million [1]. - Inverse ETFs saw outflows of $159.63 million, equating to -1.23% of AUM of $12,993.47 million [1]. - Leveraged ETFs experienced inflows of $318.96 million, which is 0.21% of AUM of $151,235.48 million [1]. - US Equity had inflows of $1,762.10 million, representing 0.02% of AUM of $8,095,447.46 million [1]. - US Fixed Income attracted inflows of $2,375.67 million, which is 0.13% of AUM of $1,888,487.51 million [1]. - Overall, total net flows across all ETFs amounted to $14,508.09 million, with total AUM reaching $13,327,183.04 million, reflecting a 0.11% increase [1].

for the potential market impact here at home. Let's bring in market forecaster Jim Biano Bianca Research. Jim, great to have you with us.There's a lot to discuss, but in terms of the CPI print, this has not in your mind put to bed the concerns about inflation going higher. >> Yeah, this number was a statistical mess. They assumed that rents in the United States were effectively zero for the month of October.They surveyed the second half of the month because the government was shut down. So when you see thin ...

Today's CPI print lighter than expected though muddied a bit by the government shutdown. Goldman's chief economist Yan Hatsius is here at Post9 with what it means for the economy and of course for the Feds. It's nice to see you again.Welcome back. >> Great to see you Scott. >> Do you believe the 27 is real cuz there seems some some question because of the shutdown.>> There are some questions around the shelter numbers in particular and there is more uncertainty of course. So I would discount some of this. I ...