自2024年12月1日接任二十国集团（G20）轮值主席国以来，南非加强与非洲联盟在金融领域的合作， 旨在扩大非洲在二十国集团金融架构中的话语权及影响力。本届G20峰会将重点强调非洲包容性及可持 续性增长议题，帮助非洲提高和完善金融包容性，以及帮助其应对在金融政策方面的挑战，推进金融发 展。 11月22日至23日，二十国集团（G20）领导人第二十次峰会将在南非约翰内斯堡举行。自2024年12月1 日接任G20轮值主席国以来，南非加强与非洲联盟合作，并在本届G20峰会议题及关注重点方面，着重 强调非洲包容性及可持续性增长议题，其中一项是通过G20金融架构维护并推进非洲金融发展。南非与 非盟主张在国际金融架构中，应扩大非洲的参与度，推进与非洲直接相关的金融政策议题，以及推进建 设旨在深化非洲与国际金融架构合作的相关框架。 本届G20峰会将继续关注非洲在债务可持续性方面面临的挑战，以及融资成本日益趋高等金融问题。 2025年，G20对非洲金融领域的关注度显著提升，包括举办多次部长级会议、工作小组会议和研讨会 等，旨在解决非洲经济和金融相关问题。G20国际金融架构工作组（IFAWG）重点关注非洲问题，尤其 侧重于非洲债 ...

Group 1 - The global market is focusing on US inflation performance and energy inventory changes, with investors reassessing the pace of inflation decline and the Federal Reserve's policy adjustments for the year [1][2] - Key economic events this week include the Federal Reserve's payment innovation meeting, which will address stablecoins, AI, and tokenization, and the release of the US CPI report, which is expected to influence market expectations for interest rate changes [1][2] - The energy market will be influenced by API and EIA inventory data, as well as active drilling counts, which will reveal supply and demand dynamics [2] Group 2 - The CPI report on Friday is the most anticipated data, with potential implications for market expectations regarding interest rate cuts, which could impact the dollar, gold, and risk assets [2] - If core CPI continues to slow, it may strengthen expectations for rate cuts, while persistent inflation could reignite tightening expectations, affecting the dollar and gold prices [2] - Overall, the energy market is expected to oscillate between demand concerns and geopolitical uncertainties, with inventory trends playing a crucial role in oil price movements [2]

Group 1 - The Federal Reserve's payment innovation meeting is the focal point of the week, with attention on regulatory stances regarding digital currencies, AI, and fintech [1] - The speeches by Governors Waller and Barr may signal new policy directions, providing clues for future decision-making [1] - The CPI data to be released on Friday is a key market indicator; a cooling core CPI could weaken dollar support, benefiting gold and risk assets [1] Group 2 - The API and EIA inventory reports, along with drilling data, will guide the supply-demand dynamics in the energy market [2] - Rising inventories may pressure oil prices, while declining inventories or heightened geopolitical risks could lead to short-term rebounds [2] - Market volatility is expected to increase due to inflation data and Federal Reserve officials' speeches; investors are advised to maintain light positions and respond flexibly to sudden fluctuations [2]

Core Viewpoint - The Federal Reserve Governor Barr emphasizes the need for increased efforts towards financial inclusion [1] Group 1 - Financial inclusion is highlighted as a critical area requiring more attention and resources [1] - Barr's comments suggest a recognition of existing gaps in access to financial services for underserved populations [1] - The call for action indicates potential policy shifts or initiatives aimed at enhancing financial accessibility [1]

Core Viewpoint - The Federal Reserve Governor Bowman emphasizes the need for further efforts in financial inclusion, indicating that current measures are insufficient to address disparities in access to financial services [1] Group 1: Financial Inclusion Efforts - There is a recognition that financial inclusion remains a significant challenge, with ongoing disparities affecting various demographics [1] - The need for targeted initiatives to improve access to financial services for underserved communities is highlighted [1] - Bowman suggests that collaboration between public and private sectors is essential to enhance financial inclusion [1]

Group 1 - The African Union (AU) is urging bold actions to address the employment crisis in Africa through industrialization and innovation, as highlighted during the third African Job Creation Forum held in Addis Ababa [1][2] - The forum emphasizes the importance of sustainable job creation to solve youth employment issues, given that over 60% of Africa's population is under 25 years old [2] - The AU's chairman, Mahmoud Ali Youssouf, stresses that Africa's contribution to global value chains is less than 3%, indicating the need for large-scale actions rather than gradual ones [2] Group 2 - Agriculture remains the largest employer in Africa, supporting over 60% of livelihoods on the continent, and the private sector is encouraged to embrace the African Continental Free Trade Agreement (AfCFTA) [2] - There is a call for youth-driven innovation and technology to tackle challenges associated with the transition to digital trade, highlighting the need for affordable capital for young entrepreneurs [2]