The benchmark 10-year yield was at 6.5949% as of 10:10 a.m. IST, after ending at 6.5931% on Friday. The yield had eased to 6.5741%. "There is some bullish push after the central bank's change of bond-buying strategy, but any major rally is seen curbed until the actual auction takes place," a trader with a state-run bank said.The This comes after the central bank bought a similar quantum of bonds last week at higher-than-estimated prices, which sparked a brief rally.Live EventsThe RBI's bond buying for this ...

⚡️ Key Economic Events This Week:Tuesday - October Retail Sales data, November Jobs ReportThursday - November CPI Inflation data, December Philly Fed Manufacturing IndexFriday - October PCE Inflation data, November Existing Home Sales data, MI Inflation Expectations data, MI Consumer Sentiment dataPlus 5 Fed speaker events throughout the weekWhich direction will the market head this week? 👇 ...

14 December 2025 | 10:14PM HKT Economics Research China: Three things in China Three quick highlights from China: China's year-to-date goods trade surplus surpassed $1 trillion for the first time in history 0 200 400 600 800 1000 1200 0 200 400 600 800 1000 1200 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec USD bn USD bn China year-to-date goods trade surplus 2025 2024 2023 2022 2021 2020 2019 Source: China Customs, Haver Analytics, Goldman Sachs Global Investment Research n Underlying inflation remains s ...

Summary of Key Points from the December FOMC Meeting Industry Overview - The document primarily discusses the Federal Reserve's monetary policy decisions and economic outlook, impacting the financial services and investment banking sectors. Core Points and Arguments 1. **Rate Cut Announcement**: The Federal Reserve reduced the target range for the federal funds rate by 25 basis points to 3.5-3.75% with a focus on data dependency for future adjustments [6][9][10] 2. **Dissenting Opinions**: There were three dissents during the meeting; two members favored holding rates steady while one member advocated for a larger 50 basis point cut [6][20] 3. **Labor Market Concerns**: Chair Powell indicated that the labor market is showing signs of cooling, with unemployment rising by 0.3 percentage points since June [26][30] 4. **Inflation Outlook**: The Fed noted a slight decrease in inflation pressures, particularly in services, while goods inflation remains influenced by tariffs [28][29] 5. **Future Rate Cuts**: The Fed is expected to consider further cuts in January and April, contingent on labor market stability and inflation trends [9][30][34] 6. **Economic Projections**: The Fed upgraded its growth projections for 2026 and 2027, reflecting a more optimistic outlook despite ongoing risks [35][37] 7. **Reserve Management Purchases**: The Fed will initiate purchases of Treasury bills at a pace of $40 billion per month to maintain ample reserves, which is distinct from quantitative easing [12][15][77] 8. **Market Reactions**: The announcement led to a positive response in agency mortgages and a rally in Treasury yields, indicating market confidence in the Fed's approach [58][97] Additional Important Content 1. **Data Dependency**: The Fed emphasized a return to a data-dependent approach for future rate adjustments, raising the bar for further cuts [16][24] 2. **Unemployment Rate**: The unemployment rate is now viewed as being above the longer-run estimate, which could signal potential concerns for future economic stability [18][19] 3. **Balance of Risks**: The Fed sees risks to growth and inflation as more balanced than in previous assessments, indicating a shift in outlook among FOMC members [37][39] 4. **Trade Ideas**: Recommendations for investors include maintaining long positions in UST 5-year notes and entering buy contracts for FFJ6, reflecting expectations of future rate cuts [69][75] 5. **Housing Market Challenges**: Powell acknowledged ongoing challenges in the housing market, suggesting that a 25 basis point rate cut may not significantly impact housing demand due to low supply and existing low-rate mortgages [101]

December 13, 2025 12:11 AM GMT Global Macro Commentary | Global December 12: The Fed Twist President Trump considers both Warsh and Hassett for next Fed chair, would like to be consulted on interest rates; Goolsbee's dissent more dovish than expected; Japan MoF Primary Dealer meeting hints at reduced long-end issuance, but more front-end; DXY at 98.40 (+0.1%); US 10y at 4.19 (+2.7bp). Rates accelerate their steepening amid developments in Fed leadership while risk assets sell off on AI financing concerns. D ...

日本央行：部分非制造业企业表达了对物价上涨对消费产生负面影响、抑制入境游客需求的担忧。企业认为美国贸易政策的不确定性正在消退，美国关税的冲击小于预期，成本传导顺畅，以及人工智能和芯片需求强劲，这些都是提振企业情绪的积极因素。 ...

Wage growth for the lowest-paid workers is starting to slow as a worsening jobs market undercuts the bargaining power of a section of the workforce that has proved resistant to the Bank of England’s inflation-fighting efforts, new data shows https://t.co/Leh8JknscY ...

Market Trends & Investment Opportunities - Warren Buffett 认为政府倾向于降低货币价值，这引发了对美元的担忧 [1][4][5][7] - 行业分析表明，以比特币计价的美国房产价格趋向于零，意味着比特币购买力增强 [8] - Solana 在链上交易量方面超越其他区块链 [3][10][11] - BitTensor 的首次减半预计将提升 Tao 的价格，类似于比特币减半的影响 [13][18] - 投资 Tao 类似于对众多 AI 初创公司进行种子轮投资 [15] Company Financial Performance & Strategy - Berkshire Hathaway 持有超过 3500 亿美元现金 [2] - 行业分析认为，持有大量现金可能会导致价值损失，因此 Berkshire Hathaway 有责任寻找其他投资标的 [2][7] - Warren Buffett 错过了早期的科技股投资机会，如苹果和谷歌 [9] Altcoin Analysis - Jeremy Aair (Circle) 表示 Solana 在 USDC 的链上交易量方面占据主导地位 [10][11] - BitTensor 旨在激励 AI 模型的开发，类似于比特币激励矿工验证交易 [14] - BitTensor 的子网是独立的迷你经济体，通过竞争推动智能发展 [17] Inflation & Currency Debasement - 美元在过去五年内损失了超过 20% 的购买力 [7] - Warren Buffett 担心美国的财政政策可能导致货币贬值 [5]

Core Viewpoint - Grant Cardone argues that saving money is a significant financial mistake, emphasizing that it does not contribute to wealth growth and suggesting that individuals should invest instead [1][2]. Group 1: Saving Money - Cardone states that saving money in a bank account is ineffective, as banks offer 0% interest while using deposited funds for lending [1]. - He highlights the detrimental impact of inflation, explaining that $100,000 saved in 2020 would only have the purchasing power of about $75,000 by 2024 [2]. Group 2: Middle Class Struggles - Cardone believes the middle class is financially stagnant due to outdated saving practices, which he claims are not yielding results [3]. - He criticizes traditional financial advice, asserting that many Americans are misled by the same outdated principles, leading to widespread financial struggles [4]. Group 3: Investment Philosophy - Cardone advocates for investing in income-producing assets and utilizing tax advantages as a means to build wealth, contrasting this with the ineffective strategy of saving [2][4]. - He encourages individuals to adopt a mindset of entrepreneurship and calculated risk-taking, which he views as essential for financial success in the modern economy [4].

Tuesday delivers an unprecedented convergence of major economic releases packed into a two-hour window that could significantly influence year-end market direction. The November jobs report at 8:30am will provide comprehensive employment insights including nonfarm payrolls, unemployment rate, and wage growth trends that determine consumer spending capacity heading into 2026. Strong employment data could validate the Fed's cautious stance from last week's meeting, while weakness could raise concerns about ec ...