Bloomberg Chinese stocks climbed to multi-year highs, fueled by sustained optimism over the country’s AI advances and emerging signs of an economic recovery. The benchmark CSI 300 Index advanced 1.6% to close at its highest level in four years, while the Shanghai Composite Index rose 1.5% to its strongest since July 2015. Materials and technology shares were among the day’s best performers. Buoyed by upbeat manufacturing activity, President Xi Jinping’s positive assessment of the economy and a continue ...

新华财经北京1月5日电 上周（2025年12月29日至2026年1月4日）跨年资金价格有所走高，但公开市场 节前加大逆回购净投放力度，资金面仍维持均衡。对开年政府债供给的担忧令债市情绪偏向空头，收益 率曲线出现较明显抬升。《公开募集证券投资基金销售费用管理规定》正式落地，对债基赎回费率等相 关规定较此前征求意见稿有所放宽，缓冲期也延长至12个月，有助债基赎回压力释放。 本周公开市场逆回购到期规模超过2.4万亿元，2026年地方债发行也将于周一启动，资金面承压下，央 行投放情况将是债市投资者本周关注重点。 行情回顾 具体来看，周一，债市期现全面大跌，长端及超长端明显承压，周末公布央行金融稳定报告与全国财政 工作会议消息推升市场对积极财政政策预期，30年期债盘中跌超1%，10年期国债250016收益率上行 2.25BP至1.858%。周二，债市空头情绪有所消化，全天维持震荡走势，250016收益率上行0.2BP至 1.86%。周三，统计局公布12月PMI超预期升至扩张区间，长端收益率继续上行，250016收益率创阶段 新高1.8675%，午后随配置盘入市收益率回落至1.85%，全天下行1BP。周日为调休工作日，中 ...

Germany’s economy will gradually recover next year and gain momentum in 2027, helped by higher public outlays on defense and infrastructure, the Bundesbank said https://t.co/LdKeW3wu5h ...

It looked like Britain's economy was down in the dumps, but there are tentative signs that things could be about the change for the better. Get the Readout with @hariboconomics https://t.co/5LtGVf9kZd ...

The New Zealand government will head into an election year facing deeper budget deficits and a delayed return to surplus as an economic recovery takes longer to gather momentum https://t.co/ja24Sbnqly ...

NEW YORK (AP) — Wall Street drifted through a quiet day of trading on Monday, ahead of economic reports this week that could drive where interest rates go. The S&P 500 slipped 0.2%, though the majority of stocks within the index rose. The Dow Jones Industrial Average dipped 41 points, or 0.1%, and the Nasdaq composite fell 0.6%. Helping to keep indexes in check were stocks in the artificial-intelligence industry, which were mixed following last week’s scary swings. Nvidia, the chip company that’s become ...

A key survey of Norway’s business sentiment showed the Nordic nation may face a slower economic recovery, strengthening the case for its central bank to shorten its planned break from monetary easing https://t.co/umveQMai0u ...

New Zealand residential building rebounded in the third quarter, adding to signs the economy is recovering in response to central bank stimulus https://t.co/7RQkhW0eNB ...

Market Trends - HSBC Asset Management predicts China's government bond yields are likely to fall back toward a record low next year [1] Monetary Policy - An uneven economic recovery puts pressure on the central bank to cut interest rates [1]

My thesis: We will see a solid recovery next month and go into a bullish Q1 2026 ...