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2024-12-14 01:03:26

Wells Fargo lowered the target price of LyondellBasell from $105.00 to $95.00.During the year, the amount of A-share repurchase has exceeded 160 billion yuan, which has become the mainstream, and the repurchase tide of A-share listed companies continues to heat up. Wind data shows that 2446 repurchase schemes have been implemented this year, involving more than 160 billion yuan, far exceeding the level of last year. Different from the past, the current wave of buybacks is characterized by great strength, short term, quick implementation and large number of cancelled buybacks. At the same time, with the support of special loans for stock repurchase, more and more listed companies join the buyback team. Ye Xiaojie, director of the Finance Department of Shanghai National Accounting Institute, said that share repurchase is a measure for listed companies to release positive signals, indicating that management recognizes the current value of stock investment and helps boost market confidence. For investors, share repurchase means that the number of shares circulating in the market is reduced, which helps to stabilize the stock price. (Securities Times)A rational view of the surge in the bond market should not ignore the risks behind it. Recently, bond yields have dropped rapidly. When investors enjoy the dividends brought by the surge in the bond market, they must also remain rational and not ignore the risks behind them. The market has filled the expectations of the bond market. If there is a gap between future policy implementation and expectations, the market may have the possibility of substantial adjustment. Most financial institutions are bulls in the bond market. In the case of unilateral upward interest rates and no hedging instruments, once the market is obviously disturbed, it is necessary to be alert to the risk of trampling. At present, the yield of 10-year treasury bonds has dropped to 1.84%. Market participants should realize that the future downside is limited, but the upside is great. (SSE)


Ukraine said that Russia attacked the IAEA convoy, and Russia called the rotation of observers at the nuclear power plant to provide protection. On December 10th, local time, Ukrainian President Zelensky said on social media that Russia attacked a convoy of the IAEA with a drone, and a car was hit, but there were no casualties. At present, the Russian side has no response to this statement. Earlier in the day, the Zaporoze nuclear power plant and the Russian Ministry of Defense issued a statement saying that the observers of the International Atomic Energy Agency in Zaporoze nuclear power plant completed routine personnel rotation that day. The Russian Ministry of Defence and the Russian National Guard provided security for the rotation.The State Council, USA: Sham Liberation Organization's remarks are appropriate, but we will judge according to its actions.JPMorgan Chase executive Lake: Even if the leadership of the Consumer Financial Protection Bureau changes, risks still exist.


"Debt Bull" launched a number of treasury bonds futures varieties to a new high. Yesterday, the bond market once again took the bull. On December 10th, 30-year, 10-year, 5-year and 2-year treasury bond futures all hit record highs. Looking at it for a long time, since the beginning of this year, 30-year treasury bond futures have risen by nearly 16%, 10-year treasury bond futures have risen by over 5%, and 5-year treasury bond futures have risen by over 3%. Analysts pointed out that the logic of broad-spectrum interest rate downward has run through the whole year of 2024, and it is expected to continue to form an important support for the bond market in the long run. The recent market strength is not only an emotional effect at the end of the year and the beginning of the year, but also a blocking point to dredge and guide the overall downward trend of interest rates. (Securities Times)On Tuesday (December 10th), the won finally fell 0.15% against the US dollar to 1432.74 won, and the intraday trading range was 1425.93-1433.56 won. South Korea's ETF EWY, which was listed in the US, narrowed its gain to 1%, temporarily reporting $54.21, while US stocks rose to $54.66 at the opening.Ryan McNerney, CEO of Visa: Consumers are "in good shape", especially in the United States.

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