伊通社11月24日报道，伊朗总统佩泽希齐扬出席伊市场监管总局会议，强调需找到切实可行的办法来应 对不断上涨的通货膨胀和高物价。佩泽希齐扬补充强调继续发放食品药品补贴以减少通货膨胀对民生影 响。（驻伊朗使馆经商处） ...

Core Points - Trump's proposal aims to distribute $2,000 stimulus checks to American families funded by tariff revenues, intending to alleviate economic pressure on ordinary households [1][5] - The Senate opposes the plan, citing concerns over the already high national debt of $38 trillion and the lack of sufficient funds to support such large-scale spending [1][3][12] Group 1: Economic Implications - The plan is seen as a way to stimulate consumption and provide direct economic assistance, particularly for low- and middle-income families, while excluding high-income households [5][10] - There are concerns that distributing $2,000 checks could exacerbate inflation, potentially worsening the already strained economic situation [10][12] - Current tariff revenues are insufficient to fund the proposed $2,000 checks for 150 million Americans, raising questions about the feasibility of the plan [16] Group 2: Political Dynamics - The stimulus check proposal has become a focal point of political maneuvering between Democrats and Republicans, with Democrats potentially using it to gain electoral support [14] - The White House is exploring options to bypass Congress to implement the plan directly, indicating a willingness to navigate around legislative hurdles [15] - The political landscape surrounding the proposal is complex, with potential repercussions for the Republican Party if the plan fails to materialize [14]

Group 1: Taxation and Economic Impact - The UK Chancellor Rachel Reeves plans to raise £26 billion ($34 billion) in taxes to strengthen the national finances, which has faced collective criticism from CEOs of major UK companies [1] - Business leaders from various sectors, including hotels, insurance, and banking, argue that the budget fails to lay a foundation for economic growth, with some describing it as a "living off borrowed time" budget [1][2] - The increase in business tax rates is expected to force companies to slow down investments in the UK and reduce planned hiring [1][3] Group 2: Industry-Specific Concerns - Butlin's CEO Jon Hendry Pickup criticized the rising business tax rates, stating it would impact their investment and hiring plans, and expressed concern that the burden is not shared equally [1][2] - Peel Hunt Ltd. CEO Steven Fine expressed disappointment over the lack of bold measures in the budget, calling it a series of small-scale initiatives that do not benefit long-term economic development [2] - Phoenix Group Holdings Plc CEO Andy Briggs raised concerns about new limits on salary sacrifice for workplace pensions, suggesting it could discourage pension contributions [2] Group 3: Sector Reactions - Young & Co.'s Brewery Plc CEO Simon Dodd highlighted the negative impact of increased alcohol taxes and minimum wage hikes, which could lead to hiring freezes in the hospitality sector [3] - Funding Circle Holdings Plc CEO Lisa Jacobs described the budget as "relatively mild" for small businesses, noting potential benefits from adjustments in business tax rates but lamenting the lack of changes to financing support [4] - Associated British Foods Plc CEO George Weston welcomed the commitment to close tariff loopholes for low-value imports but expressed disappointment over high tax rates on large properties [4] Group 4: Electric Vehicle Policy - Auto Trader Group Plc CEO Nathan Coe criticized the government's confusing approach to electric vehicles, as new mileage-based taxes are set to be introduced while promoting zero-emission vehicles [5] Group 5: Digital Economy Initiatives - Sage Plc CEO Steve Hare praised the budget for its "robust" approach benefiting small businesses and welcomed plans for mandatory electronic invoicing, highlighting the government's commitment to digitalizing the economy [6]

Food Industry - Food prices continue to rise, but the rate of increase has slowed significantly, with a 2.7% year-over-year increase in September, down from a peak of 11.4% in 2022. Overall, food prices are more than 18% higher than in January 2022 [1] - Consumers' perception of food prices differs from statistical measures, as they focus on daily expenses, which continue to rise, leading to a persistent feeling of high costs despite overall inflation easing [1] Housing Market - Nearly three-quarters of Americans believe housing in their communities is becoming increasingly unaffordable, with the Atlanta Federal Reserve indicating that a household income of $121,400 is now required to afford a typical home, while the average household income is approximately $84,000 [3] - The housing market faces a significant shortfall, with Goldman Sachs estimating that an additional 4 million homes are needed to meet demand, exacerbated by a sharp decline in construction post-financial crisis and ongoing inventory shortages [5] - Home prices have increased by about 25% compared to 2019 levels, despite some recent declines, and mortgage rates have more than doubled from pandemic lows [5] Childcare Industry - Childcare costs are increasingly burdensome for families, with expenses potentially consuming 9% to 16% of median household income, sometimes exceeding costs for food and rent [6] - The average annual childcare cost for a child in the U.S. is projected to exceed $13,000 in 2024, representing a 30% increase since 2020 [9] Healthcare Sector - Healthcare costs are on the rise, with both employee premiums and out-of-pocket expenses increasing, leading many families to feel the pressure of high medical costs [8] - The introduction of new therapies, such as popular GLP-1 weight loss drugs, is contributing to rising healthcare expenses, alongside an aging population increasing demand for medical services [10] - Employer-sponsored health plan costs are expected to rise by as much as 7% by 2026 [10]

The Federal Reserve's an anecdotal look at the economy shows a sputtering job market and moderate inflation in November. ...

You say we're on hold, but does that also include December. Because that's not what Stuart Pohl just told us. He thought maybe making for a smooth transition to the next Fed chair would call for maybe a cut.Absolutely. And good morning. No high conviction here that they go ahead and December.I thought the whole hawkish narrative from the Fed a week or two ago was a little bit silly given the situation that we're witnessing in the labour market figures, whilst they argue that they're kind of flying blind abo ...

Report Industry Investment Rating No relevant content provided. Core Viewpoints of the Report - Supply - side production cuts are accelerating the destocking of steel products, while inflation shows signs of the decline in pork prices slowing down. [1][2] Summary by Directory 1. Economic Growth: Supply - side Production Cuts Accelerate Steel Destocking 1.1 Production: Limited Increment in Power Plant Daily Consumption - Power plant daily consumption has limited increment. On November 25, the average daily consumption of 6 major power - generating groups was 79.3 tons, down 1.3% from November 18. On November 18, the daily consumption of power plants in eight southern provinces was 186 tons, up 3.3% from November 11. [4][11] - The blast furnace operating rate has been declining this month. On November 21, the national blast furnace operating rate was 82.2%, down 0.6 percentage points from November 14; the capacity utilization rate was 88.6%, down 0.3 percentage points from November 14. The blast furnace operating rate of Tangshan steel mills remained flat at 91.2% compared to November 14. [4][15] - The tire operating rate has declined. On November 20, the operating rate of truck all - steel tires was 61.3%, down 3.2 percentage points from November 13; the operating rate of car semi - steel tires was 71.1%, down 2.6 percentage points from November 13. The operating rate of looms in the Jiangsu and Zhejiang regions continued to decline. [4][17] 1.2 Demand: Supply - side Production Cuts Accelerate Steel Destocking - The sales volume of new homes in 30 cities has improved month - on - month. From November 1 - 25, the average daily sales area of commercial housing in 30 large and medium - sized cities was 243,000 square meters, up 11.9% from the same period in October, but down 30.4% from the same period last November, 20.1% from the same period in 2023, and 35.9% from the same period in 2022. [4][23] - The retail sales of the auto market have improved week by week. In November, retail sales were down 11% year - on - year, and wholesale sales were down 8% year - on - year. [4][27] - Steel prices fluctuated within a narrow range. On November 25, the prices of rebar, wire rod, hot - rolled coil, and cold - rolled coil changed by + 0.6%, - 0.3%, + 1.5%, and - 0.1% respectively compared to November 18. [4][32] - Cement prices remained stable. On November 25, the national cement price index remained flat compared to November 18. Cement prices in the East China and Yangtze River regions fell by 0.7%. [4][33] - Glass prices fluctuated strongly. On November 26, the active glass futures contract price was 1,026 yuan/ton, up 1.1% from November 19. [4][38] - The container shipping freight index showed a pattern of near - term decline and long - term increase. On November 21, the CCFI index rose 2.6% compared to November 14, while the SCFI index fell 4.0%. [4][40] 2. Inflation: The Decline in Pork Prices Slows Down 2.1 CPI: The Decline in Pork Prices Slows Down - The decline in pork prices slowed down. On November 26, the average wholesale price of pork was 17.9 yuan/kg, down 0.3% from November 19. [4][46] - The agricultural product price index rose moderately. On November 26, the agricultural product wholesale price index rose 0.6% compared to November 18. By variety, fruits (+ 2.8%) > vegetables (+ 1.4%) > mutton (+ 1.3%) > pork (- 0.3%) > eggs (- 0.5%) > chicken (- 0.7%) > beef (- 1.0%). [4][53] 2.2 PPI: Oil Prices Declined Weakly - Oil prices declined weakly. On November 25, the spot prices of Brent and WTI crude oil were 63.2 and 58.0 dollars/barrel respectively, down 0.6% and 4.6% from November 18. [4][56] - Copper and aluminum prices rose. On November 25, the prices of LME 3 - month copper and aluminum rose 1.5% and 1.0% respectively compared to November 18. [4][61] - The decline of the domestic commodity index narrowed month - on - month. On November 25, the Nanhua industrial products index fell 0.6% compared to November 18, and the CRB index fell 0.7%. [4][61] - Most industrial product prices fell month - on - month in November. The prices of steam coal and wire rod rose month - on - month, while other industrial product prices fell. The year - on - year decline of most industrial product prices converged, except for cement and glass. [63]

9月份零售额环比增长0.2%，低于8月份0.6%的增幅，表明消费者支出走软。与此同时，世界大型企业 联合会报告称，11月份家庭信心恶化，消费者信心指数从10月份的95.5降至88.7，下降6.8点。 今日周三(11月26日)欧盘时段，白银期货目前交投于12142一线上方，今日开盘于12081元/千克，截至发 稿，白银期货暂报12207元/千克，上涨1.62%，最高触及12276元/千克，最低下探11950元/千克，目前来 看，白银期货盘内短线偏向震荡走势。 打开APP，查看更多高清行情>> 【要闻速递】 9月份生产者价格指数（PPI）同比上涨2.7%，与预测和8月份的数据一致，表明价格压力已经稳定下 来。核心PPI从2.9%降至2.6%，低于预期的2.7%。 沪银维持看涨不变，目前沪银收盘在12200附近，再继续上看。这个周期的多单维持看涨至12500不变， 所以，周期性上涨还没有走完，看上涨空间。沪银主力合约参考运行区间11800-12300区间操作。 美国的通货膨胀和零售销售显示，物价上涨似乎已经停滞，而家庭在9月份减少了消费，此时距离圣诞 节还有两个月。除此之外，由于美国政府停摆，美国人对就业、收入和财 ...

Crypto Interest Rates. Photo by BeInCrypto The Reserve Bank of New Zealand (RBNZ) is expected to cut the Official Cash Rate (OCR) to 2.25% from 2.5%, following the conclusion of the November monetary policy meeting on Wednesday.  The decision will be announced at 01:00 GMT, accompanied by the Monetary Policy Statement (MPS) and followed by RBNZ Governor Christian Hawkesby’s press conference at 02:00 GMT. The New Zealand Dollar (NZD) will likely experience a big reaction to the central bank’s policy announ ...

Group 1 - The United States Producer Price Index (PPI) rose 0.3% in September, aligning with economist expectations, providing relief to crypto markets and contributing to a modest upward movement across major assets [1][7] - The PPI serves as an indicator of inflation at the factory level, with rising producer costs potentially leading to increased consumer prices (CPI) [2] - The latest PPI data is characterized as a "no surprises" inflation report, indicating stability in inflation expectations [3] Group 2 - A predictable PPI reading suggests that the Federal Reserve has no new impetus to alter interest rate policies, which is favorable for market stability [4] - Deutsche Bank anticipates a 25-basis-point cut in December, followed by a prolonged pause until Q3 2026, citing easing inflation but a cautious Fed [5] - Goldman Sachs supports the December cut outlook, linking it to a cooling labor market and softening employment data [6] Group 3 - The increase in PPI was driven by energy and food costs, while the core PPI (excluding food and energy) was softer than forecasts [7] - Market predictions show a strong expectation (around 85%) for a 25-basis-point cut in December, with only a small percentage anticipating rates to remain steady [8] - Following the PPI data, Bitcoin and XRP experienced slight increases, although trading remained within a narrow band due to muted macro-sensitive flows [9]