Kaitou Macro: The fall of Assad is unlikely to have a major impact on the energy market. Jason Tuvey, an analyst at Kaitou Macro, said that the fall of former Syrian President Assad is not expected to have a major impact on the energy market. The economist said that even at the peak of about 600,000 barrels per day in the early 21st century, Syria's oil production only accounted for a small part of the global oil supply, and since the beginning of the civil war in 2011, Syria's oil production has declined. At present, the country's oil production is less than 100,000 barrels per day, and most of the country's oil infrastructure has been destroyed. In a report to clients, Tuvey said: "Even if the political situation stabilizes, it will take years or even decades to rebuild, and its economy may never return to the pre-war scale. The situation in the energy market is similar. "Market news: Mohammed Al Bashir will form a transitional government.Black futures continued to rise, the main contracts of coking coal and coke rose by more than 3%, the main contracts of thread and iron ore rose by nearly 3%, and the main contracts of hot coil rose by more than 2%.
Bitcoin hit $98,000/piece, down 3.12% in the day.Huaxi Securities Interpretation of the Political Bureau Meeting in December: The policy strength showed an upward trend. The Huaxi Securities Research Report pointed out that the release signal of this meeting was positive. Judging from the significant strength of Hong Kong stocks and A50 futures, the content of the meeting greatly exceeded previous market expectations. There are mainly the following aspects: First, the policy tone is more positive. "Strengthening unconventional countercyclical adjustment", which is used to describe countercyclical adjustment for the first time, reflects the upward trend of policy strength. The policy of this year's two sessions is expressed as "strengthening countercyclical and cross-cyclical adjustment of macro policies", the Politburo meeting in July "strengthening countercyclical adjustment" and the Politburo meeting in September "strengthening countercyclical adjustment". From the point of view of change, it gradually turns to counter-cycle instead of cross-cycle, and the intensity is constantly upgrading. Create a follow-up policy for the market that may continue to be introduced until the economy stabilizes and rebounds. At the same time, the meeting did not mention "coordinating the expansion of domestic demand and deepening the structural reform of the supply side", but directly mentioned the expansion of domestic demand, which is also a manifestation of facing the problem more directly and attaching importance to the demand side. Second, as far as finance and money are concerned, this meeting mentioned "implementing a more active fiscal policy and a moderately loose monetary policy", and the modifier "more" was added in front of the active fiscal policy. A similar expression was found in the Politburo meeting in April 2020, "The active fiscal policy should be more active and promising", and then in May, the two sessions formulated a large-scale fiscal combination boxing (deficit ratio 3.6%+, 3.75 trillion new special debts and 1 trillion special national debts). The third is to stabilize the property market and write the stock market into the 2025 goal. The fourth is to pay attention to consumption. The meeting mentioned "vigorously boosting consumption, improving investment efficiency and expanding domestic demand in all directions". It is expected that the policy of promoting consumption will make a breakthrough in scale and direction. Fifth, the meeting also mentioned science and technology (to lead the development of new quality productive forces with scientific and technological innovation and build a modern industrial system), green (to jointly promote carbon reduction, pollution reduction and green growth, and accelerate the overall green transformation of economic and social development) and foreign trade. Emphasizing science and technology, it is clear that the direction of future policy is in the industrial direction led by science and technology. At the same time, for green, because next year is the last year of the 14 th Five-Year Plan, emission reduction and other targets need to be completed. In terms of foreign trade and foreign investment, the meeting mentioned that "it is necessary to expand high-level opening to the outside world and stabilize foreign trade and foreign investment".US stocks of Interpublic Group rose nearly 16% before the market, and Omnicom once fell more than 5%. Omnicom, a large advertising and public relations company, will acquire Interpublic Group by way of stock exchange.
Special service: shareholders plan to reduce their holdings by no more than 2% in total. Special service announced on the evening of December 9 that Ya 'an Yinkun Enterprise Management Co., Ltd., a shareholder holding 10.75%, plans to reduce its holdings by centralized bidding to no more than 1.69 million shares, that is, no more than 1% of the company's total share capital. Longxin Construction Group Co., Ltd., the shareholder holding 6.69% of the shares, plans to reduce its holdings by a total of no more than 1.69 million shares by centralized bidding or block trading, that is, no more than 1% of the company's total share capital.US stocks of Interpublic Group rose nearly 16% before the market, and Omnicom once fell more than 5%. Omnicom, a large advertising and public relations company, will acquire Interpublic Group by way of stock exchange.MicroStrategy, a big bitcoin holder, bought 21,550 bitcoins on December 2-8.
Strategy guide 12-13
Strategy guide 12-13
Strategy guide 12-13
Strategy guide
12-13