世界大型企业研究会发布消费者信心指数变化图 美国研究机构世界大型企业研究会12月23日发布的初步调查数据显示，由于对商业环境看法负面，对就业和收入的担忧加剧，美国12月份消费者信心指数从 11月份修订后的92.9进一步下滑至89.1，连续第五个月走低，为今年4月以来的最低水平。 世界大型企业研究会网页截图 世界大型企业研究会首席经济学家达娜·彼得森表示，尽管11月的数据因联邦政府"停摆"结束而被向上修正，12月消费者信心再次下滑并依然远低于今年1月 的峰值。消费者信心指数5个成分指数中有4个出现下降，另一个表现明显疲弱。 彼得森说，消费者在调查中提交的评论信息显示，物价与通胀、关税与贸易以及政治依旧是影响美国经济的主要因素。 在张茉楠看来，未来美国经济有可能陷入"软衰退"的状态，同时通胀和就业方面的潜在风险值得关注。 中国国际经济交流中心美欧研究部副部长张茉楠在接受环球资讯《闪评》栏目专访时认为，美国消费者信心指数连续五个月走低，体现了美国消费者对未来 经济不确定性的担忧。 中国国际经济交流中心美欧研究部副部长 张茉楠 观点速览 美国消费者信心指数是美国经济的晴雨表，指数连续五个月的下行，反映了美国民众特别是 ...

Core Viewpoint - The article discusses the current state of the gold market and the U.S. economy, highlighting the recent performance of gold prices and economic indicators, including GDP growth and consumer confidence. Gold Market Analysis - Gold is currently trading at $4484.94 per ounce, with a slight increase of 0.03%. The highest price reached was $4525.19, while the lowest was $4470.39 [1] - The gold market shows a strong upward trend, with the price recently hitting a new high of $4526 before experiencing a pullback. The 30-minute moving average provides support at $4469.3 [5] - Despite the bullish trend, the Relative Strength Index (RSI) indicates an overbought condition, suggesting a potential period of consolidation before further price increases [6] - If gold maintains above the psychological level of $4500, it may target $4550 and potentially challenge the $4600 mark [6] U.S. Economic Indicators - The U.S. economy's annualized growth rate for Q3 2025 was reported at 4.3%, surpassing market expectations of 3.2%. This growth is primarily driven by strong consumer spending, contributing 2.4 percentage points to GDP [3] - Consumer confidence has declined, with the Conference Board's index dropping to 89.1 in December. The current conditions index fell to 116.8, while the expectations index remained below 80 for 11 consecutive months, indicating potential recession signals [3] - The U.S. Treasury Secretary supports revisiting the Federal Reserve's 2% inflation target once inflation rates stabilize [4]

Core Insights - 37% of Americans reported an increase in holiday shopping debt this year, with average debt rising from $1,181 last year to $1,223 this year [1] - The increase in debt is attributed to rising tariffs and prices, which have strained household budgets, particularly during the holiday season [1] - 63% of borrowers expect to take three months or longer to repay their debts, and about 41% are still repaying last year's debt [1] - High credit card interest rates, currently averaging over 20%, pose a significant concern for borrowers who may take six months to a year or longer to repay their debts [1] - Consumer sentiment has become increasingly pessimistic, with the consumer confidence index dropping to 89.1, the lowest level since April, due to negative perceptions of the business environment and concerns over employment and income [1]

Core Insights - 37% of Americans reported an increase in holiday shopping debt this year, with average debt rising from $1,181 last year to $1,223 this year [1] - The increase in debt is attributed to rising tariffs and prices, which have strained household budgets, particularly during the holiday season [1] - 63% of borrowers expect to take three months or longer to repay their debts, and about 41% are still repaying last year's debt [1] - High credit card interest rates, currently averaging over 20%, pose a significant concern for borrowers who may take six months to a year or longer to repay their debts [1] - Consumer sentiment has become increasingly pessimistic, with the U.S. Consumer Confidence Index dropping to 89.1, the lowest level since April, due to negative perceptions of the business environment and concerns over employment and income [1]

1. Report Industry Investment Rating - Not provided in the content 2. Core Viewpoints of the Report - The report provides a comprehensive overview of the overnight and spot market conditions of various commodities, including palm oil, soybeans, and their related products. It also analyzes important fundamental information such as weather conditions in major production areas, international supply - demand dynamics, and macro - economic news both internationally and domestically [1][2][4][6][13] 3. Summary by Relevant Catalogs Overnight Market Conditions - The closing prices and daily/overnight percentage changes of various commodities are presented. For example, the closing price of BMD March palm oil is 4016.00, with a previous day's increase of 2.07% and an overnight increase of 0.73%. The latest prices and percentage changes of several currencies are also given, like the US dollar index at 98.29, down 0.42% [1] Spot Market Conditions - On December 23, 2025, the spot prices, basis, and basis changes of DCE palm oil 2605, DCE soybean oil 2605, and DCE soybean meal 2605 in different regions are provided. For instance, the spot price of DCE palm oil 2605 in North China is 8570, with a basis of 110 and no change from the previous day [2] Important Fundamental Information Production Area Weather - In Brazil, the weather in most soybean - growing areas is generally favorable for crop growth, but the significant reduction in precipitation in the eastern parts of São Paulo and Minas Gerais states may be a concern. In Argentina, most areas have suitable soil moisture for soybean growth, and upcoming fronts will bring precipitation [4] International Supply - Demand - Indonesia's 2026 biofuel quota is 15.646 billion liters, similar to 2025. The country plans to increase the palm oil blending ratio to 50% (B50) next year. The USDA export sales report shows that as of December 11, US soybean, soybean meal, and soybean oil exports have different net increases and shipment situations. Brazil's 2025/26 soybean crop production is estimated at 178.3 million tons, and Argentina's November soybean crushing and inventory data are also provided. The Baltic Dry Index has dropped to a five - month low [6][7][9][10] Domestic Market Transactions and Inventory - On December 23, the total trading volume of soybean oil and palm oil decreased by 77% compared to the previous day. The trading volume of soybean meal decreased, and the national major oil mills'开机 rate increased to 58.35%. The national soybean oil port inventory decreased by 2.6 million tons from December 16 to December 23 [11] Macro - economic News International News - The probability of the Fed cutting interest rates by 25 basis points in January 2024 is 13.3%, and there are various US economic data such as GDP, consumer confidence index, and API crude oil inventory [13] Domestic News - On December 23, the US dollar/Chinese yuan exchange rate was adjusted down (yuan appreciation) by 49 points. The Chinese central bank conducted 59.3 billion yuan of 7 - day reverse repurchase operations, resulting in a net withdrawal of 76 billion yuan [15] Market Capital Flow - On December 23, 2025, the futures market had a net capital inflow of 9.651 billion yuan, with different capital flow situations in commodity futures, stock index futures, and bond futures [17] Arbitrage Tracking - Not provided in the content

Report Summary 1. Report Industry Investment Rating No information provided in the given content. 2. Report's Core View - Platinum's outer - market price breaks through the previous high with strong upward momentum, while palladium follows platinum to rise [1]. - The trend strength of platinum and palladium is both 1, indicating a neutral - to - slightly - bullish outlook [3]. 3. Summary by Relevant Catalogs 3.1 Fundamentals Tracking - **Price Data**: Platinum futures 2606 closed at 619.95 with a 9.06% increase; gold - exchange platinum at 561.61 with a 5.26% increase; New York platinum main - continuous at 2320.10 with a 7.97% increase; London spot platinum at 2285.00 with an 8.46% increase. Palladium futures 2606 closed at 532.55 with a 4.74% increase; RMB spot palladium at 437.00 with a 1.63% increase; New York palladium main - continuous at 1964.00 with a 5.56% increase; London spot palladium at 1858.00 with a 5.21% increase [1]. - **Trading Volume and Open Interest**: For Guangdong platinum, the trading volume was 155,413 (a change of 101,107 from the previous day) and the open interest was 44,432 (a change of 3,345). For NYMEX platinum, the trading volume was 42,519 (- 9,028) and the open interest was 59,873 (a change of 27,467). For Guangdong palladium, the trading volume was 182,094 (a change of 153,767) and the open interest was 22,805 (a change of 5,106). For NYMEX palladium, the trading volume was 13,058 (a change of 1,991) and the open interest was 211,674 (a change of 190,256) [1]. - **ETF Holdings**: Platinum ETF holdings (ounces, previous day) were 3,269,872 (a change of 20,778), and palladium ETF holdings (ounces, previous day) were 1,138,951 (a change of 9,396) [1]. - **Inventory Data**: NYMEX platinum inventory (ounces, previous day) was 624,733 (no change), and NYMEX palladium inventory (ounces, previous day) was 195,570 (a change of 6,480). No data was provided for Guangdong platinum and palladium inventories [1]. - **Spread Data**: PT9995 to PT2606 spread was - 58.34 (a change of - 23.46); Guangdong platinum 2606 to 2610 spread was - 2.40 (no change), and the cross - period arbitrage cost of buying Guangdong platinum 2606 and selling 2610 was 7.62 (a change of 0.61). The spread between the gold - exchange platinum and London platinum was 44.53 (a change of - 12.10). Similar spread data for palladium was also provided [1]. - **Exchange Rate Data**: The US dollar index was 97.90 with a - 0.37% change; the US dollar to RMB (CNY spot) was 7.04 with a - 0.04% change; the US dollar to offshore RMB (CNH spot) was 7.03 with a 0.06% change; the US dollar to RMB (6M forward) was 6.95 with a - 0.08% change [1]. 3.2 Macro and Industry News - The US economy expanded at a 4.3% rate in the third quarter, the fastest in two years, but the US consumer confidence index declined for five consecutive months [4]. - According to the ADP weekly employment report, private - sector employers added an average of 11,500 jobs per week in the four weeks ending December 6, 2025 [4]. - Trump stated that those who disagree with his views will never become the Federal Reserve Chairman [4]. - Hassett, the next - potential Federal Reserve candidate, predicted that monthly new jobs may return to over 100,000 and that the Federal Reserve lags far behind the situation in terms of interest - rate cuts [4]. - US Treasury Secretary Bessent suggested that the Federal Reserve could discuss adjusting the inflation target to a range of 1.5% - 2.5% or 1% - 3% [4]. - The Russian Foreign Ministry refuted the rumor that the Russian embassy in Venezuela was evacuating [4]. - Two departments such as the National Development and Reform Commission aimed to reach a total installed capacity of about 15 million kilowatts for solar - thermal power generation by 2030 [4].

根据韩国央行周三发布的报告，12月综合消费者信心指数为109.9，较11月创下的八年高位下降2.5点。 尽管有所回落，该指数仍明显高于100的临界水平。 韩国12月消费者信心指数连续第八个月保持在临界点以上，表明家庭乐观情绪持续。 央行表示，消费者价格上扬及汇率波动加剧导致了指数的微幅下滑。即便如此，在半导体出货稳健的支 撑下，今年韩国出口整体仍保持韧性。（新华财经） ...

美国研究机构世界大型企业研究会23日发布的初步调查数据显示，由于对商业环境看法负面，对就业和 收入的担忧加剧，美国12月份消费者信心指数从11月份修订后的92.9进一步下滑至89.1，连续第五个月 走低，为今年4月以来的最低水平。 资讯编辑：沈一冰 021-26093395 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 在该指数的组成部分中，12月消费者对当前商业和就业市场条件的评估指数显著下降9.5，至116.8。反 映短期收入前景、商业和就业市场环境的消费者预期指数维持在70.7的低位，连续11个月低于80这一通 常显示将出现经济衰退的临界点。 免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 数据显示，消费者认为当前商业条件"良好"的比例从11月的21%降至18.7%，而认 ...

世界大型企业研究会首席经济学家达娜·彼得森表示，尽管11月的数据因政府"停摆"结束而被向上修 正，12月消费者信心再次下跌并依然远低于今年1月的峰值。消费者信心指数5个成分指数中有4个出现 下降，另一个表现明显疲弱。 值得注意的是，消费者对其家庭当前财务状况的评估在近4年来首次跌入负面区间，认为状况"糟糕"的 比例超过"良好"的比例。消费者对家庭未来财务状况的预期则达到今年1月以来最积极水平。 新华财经纽约12月23日电（记者刘亚南）美国研究机构世界大型企业研究会23日发布的初步调查数据显 示，由于对商业环境看法负面和对就业与收入的担忧加剧，美国12月份消费者信心指数从11月份修订后 的92.9进一步下滑至89.1，为连续第5个月走低和今年4月以来的最低水平。 在该指数的组成部分中，12月消费者对当前商业和就业市场条件的评估指数显著下降9.5，至116.8。反 映短期收入前景、商业和就业市场环境的消费者预期指数维持在70.7的低位。该预期指数已连续11个月 低于80这一通常显示将出现经济衰退的临界点。 数据显示，消费者认为当前商业条件"良好"的比例从11月的21%降至18.7%，而认为"糟糕"的比例则从 前月 ...

Core Insights - The Consumer Confidence Index in the U.S. dropped to 89.1 in December, indicating a decline in consumer sentiment [1] - The Present Situation Index fell sharply to 116.8, while the Expectations Index remained stable at 70.7, which has been below the 80 threshold for 11 consecutive months, signaling a potential economic recession [1] - Dana M Peterson, Chief Economist at the Conference Board, noted that four out of five components of the overall index decreased, with one component showing significant weakness [1] Economic Factors - Consumers cited economic concerns primarily related to prices and inflation, tariffs and trade, and political issues [1] - There was an increase in mentions of immigration, war, and personal financial topics in consumer responses, reflecting a shift in concerns [1] - Although consumer sentiment remains pessimistic, the degree of pessimism has lessened compared to November, possibly due to reduced negative comments on prices and inflation, as well as a rebound in positive responses regarding interest rates [1]