Aerial view of vehicles being driven on the road through the central business district in Beijing, China.Asia-Pacific markets traded mostly higher on Wednesday as investors awaited inflation data from China later in the day and an interest rate decision from the Federal Reserve.Traders are looking ahead to the Federal Reserve's closely watched interest rate announcement on Wednesday stateside, the final one of the year. Markets largely expect the Fed to trim its benchmark overnight lending rate by another 0 ...

白银期货价格上涨超过4%，当前在每盎司60美元上方交投。美联储明日的利率决定是本周市场的主要 焦点，与此同时，有迹象显示，澳大利亚正在展开新一轮抗击通胀的斗争，这令投资者感到不安。斯巴 达资本证券的分析师Peter Cardillo表示："我认为，澳洲联储维持利率不变，并警告称存在通胀风险， 而其下一步可能是加息。这显然是一种通胀恐慌。" 来源：金融界AI电报 ...

Core Viewpoint - The upcoming release of economic data in the weeks leading up to the Federal Reserve's December meeting is expected to significantly impact policy outlooks, with Fed Chair Powell likely to remain vague about January's interest rate decisions [1] Economic Data Release - A wave of "catch-up" economic data will be published, including the non-farm payroll reports for October, November, and December, as well as CPI data for November and December [1] - The cumulative effect of this data is anticipated to redefine market perceptions of the economy's performance following the government shutdown [1]

Radhika Rao指出，印度央行的决策将取决于政策制定者如何权衡两个关键因素：一方面，当前通胀持 续低于目标区间，使实际利率保持在较高水平；另一方面，第二季度经济录得强劲增长，可能强化维持 紧缩立场的理由。 星展银行经济学家Radhika Rao表示，印度央行在本周五即将召开的货币政策会议上面临信号相互矛盾 的局面，市场对其利率决定存在明显分歧。 星展银行的基线预期为"温和降息"，但这一情景的前提是：2026财年的通胀路径不仅较印度央行当前预 测低50至60个基点，且已实质性回落至2%–6%的目标区间之下。尽管具备一定降息基础，近期卢比汇 率的剧烈波动为政策决定增添了新的不确定性。（新华财经） ...

美联储保尔森：正"谨慎地"对待12月的利率决定。 ...

Core Insights - US Treasury yields rose slightly as investors awaited a delayed employment report, which is expected to provide key insights into the health of the US economy [1][3] Group 1: US Treasury Market - The yields on US Treasuries increased slightly, with the 2-year yield rising by 1.2 basis points to 3.61%, the 10-year yield up by 1.3 basis points to 4.146%, and the 30-year yield increasing by 0.3 basis points to 4.755% [1] - The delayed employment report, which combines October and November data due to a government shutdown, is anticipated to influence the Federal Reserve's interest rate decision in December [3][4] Group 2: Federal Reserve and Economic Outlook - Analysts from Deutsche Bank noted that attention is shifting to the delayed September employment report, which could impact the likelihood of a rate cut in December, especially if the data shows weakness [4] - According to the CME FedWatch Tool, traders estimate a 31% chance that the Federal Reserve will lower the benchmark overnight lending rate by 0.25 percentage points in December [5] Group 3: International Bond Markets - European bond yields rose, with the 10-year German bond yield increasing by 2.3 basis points to 2.734%, the 10-year Italian bond yield up by 3.5 basis points to 3.491%, and the 10-year French bond yield rising by 3.3 basis points to 3.496% [5] - In Japan, bond yields also rose, with the 2-year yield increasing by 3 basis points to 0.958% and the 10-year yield up by 5.6 basis points to 1.816% [7]

Core Points - The U.S. government shutdown lasted for 43 days, resulting in an estimated loss of $1.5 trillion, according to President Trump [2] - The temporary funding bill signed on November 12 will fund most federal agencies at current levels until January 30, 2026, but does not resolve the Democratic demand for extended subsidies under the Affordable Care Act [3][4] - The shutdown has severely impacted the lives of American citizens, with significant disruptions in air travel and food assistance programs [6][8] Government Operations - The temporary funding bill passed with support from nearly all House Republicans and a few moderate Democrats, but it did not address the core Democratic demand for healthcare subsidies [4] - Federal employees who were furloughed during the shutdown are entitled to full back pay, but delays in processing may occur due to staffing shortages in payroll offices [6][8] Economic Impact - The shutdown has led to the closure of statistical agencies, preventing the release of key economic data such as employment and inflation figures, complicating the Federal Reserve's decision-making process regarding interest rates [9][10][11] - The absence of October's inflation data may lead to inaccuracies in subsequent months' Consumer Price Index calculations, affecting economic assessments [11]

Core Viewpoint - Federal Reserve official Daly expresses an open attitude towards the interest rate decision in December [1] Group 1 - Daly's comments indicate a flexible approach to future monetary policy, suggesting that the Fed is considering various economic indicators before making a decision [1] - The statement reflects ongoing discussions within the Federal Reserve regarding the potential need for adjustments to interest rates based on economic conditions [1] - This openness may signal to the market that the Fed is closely monitoring inflation and employment data as it prepares for the December meeting [1]

Group 1 - The S&P/TSX Composite Index in Canada closed down by 0.90%, at 30,144.78 points, after a slight opening increase before declining [1] - The Canadian 10-year benchmark government bond yield rose by 11.5 basis points to 3.158%, showing a continuous and smooth increase throughout the day [1] - The two-year Canadian bond yield increased by 8.5 basis points to 2.440%, significantly rising after the Bank of Canada announced its interest rate decision [1] - The five-year Canadian bond yield rose by 11.7 basis points to 2.742%, reflecting market reactions to interest rate discussions [1]

Market Overview - The three major U.S. stock indices reached all-time closing highs, with the Dow Jones up 78.62 points (0.17%) at 46,519.72, the Nasdaq up 88.89 points (0.39%) at 22,844.05, and the S&P 500 up 4.15 points (0.06%) at 6,715.35 [1] - The market sentiment is shifting towards a longer government shutdown, now expected to last nearly 13 days, up from the previous estimate of 9 days [1] U.S. Stocks - Notable stock movements include Intel (INTC.US) up 3.78%, AMD (AMD.US) up 3.5%, Circle (CRCL.US) up 16.05%, and Coinbase (COIN.US) up 7.48%, while Tesla (TSLA.US) fell 5.11% [1] - The Nasdaq China Golden Dragon Index rose 1.06%, with Alibaba (BABA.US) up 3.59% and NIO (NIO.US) up 3.14% [1] European Stocks - The German DAX30 index rose 287.77 points (1.19%) to 24,437.22, while the UK FTSE 100 index fell 22.98 points (0.24%) to 9,423.45 [2] - The French CAC40 index increased by 89.68 points (1.13%) to 8,056.63, and the Euro Stoxx 50 index rose 66.24 points (1.19%) to 5,647.45 [2] Commodities - Oil prices fell to a near five-month low, with WTI down over 2% to $60.48 per barrel, the lowest closing price since early May [2] - Gold prices fluctuated, with spot gold initially dropping 0.26% to $3,855.64 per ounce, then reaching a record high of $3,896.85 before closing lower [4] Cryptocurrency - Bitcoin surged above $120,000, marking its highest level since August, with nearly $400 million in forced liquidations occurring in the past 24 hours [3] - The largest cryptocurrency has increased over 7% since the beginning of the week, with traders closely monitoring its performance in the fourth quarter [3] Company News - Tesla (TSLA.US) reported a surprising increase in quarterly vehicle deliveries to 497,099, a 7.4% year-over-year growth, driven by consumers rushing to purchase electric vehicles before federal tax credits expire [8] - Boeing (BA.US) announced a delay in the 777X aircraft's commercial operation to 2027, potentially leading to non-cash accounting losses estimated between $2.5 billion and $4 billion [9] - Morgan Stanley raised its target price for Apple (AAPL.US) to $298 from $240 [9] - Deutsche Bank increased its target price for Lithium Americas (LAC.US) from $2.5 to $6.3 [10]