1. Macroeconomic data:
1. Dollar index: Ultimately closed down 0.31%, at 105.70.
2. Treasury prices: The yield on two-year U.S. Treasury bonds fell below 4.2%, closing at 4.167%, while the yield on ten-year U.S. Treasury bonds also fell below 4.2%, closing at 4.174%.
3. Gold prices: Ultimately closed up 0.30%, at $2635.79 per ounce.
4. WTI crude oil: WTI crude closed down 1.06%, at $68 per barrel.
5. Stock market: The Dow fell by 0.3%, the S&P 500 fell by 0.38%, and the Nasdaq fell by 0.6%.
6. USDCNY: 7.28
7. Rate hike expectations: According to the Fed rate observer, the probability of maintaining rates at 4.50 - 4.75 in December is 31.7%, while the probability of a cut to 4.25 - 4.50 is 68.3%.
8. Cryptocurrency: Overall market value increased by 1.18% to $3.47T, 24-hour trading volume rose by 4.81% to $158.06B, and stablecoin market value increased by 1.31% to $183.75B.
2. ETF holdings data:
Updated on November 29:
Net flow of 10 #Bitcoin ETFs: 415 $BTC (40.83 million dollars)
Net flow of 9 #Ethereum ETFs: +10,500 $ETH (+37.85 million dollars)
3. Key macro news from yesterday:
1. Ukrainian President Zelensky stated that he is prepared to end the Russia-Ukraine conflict in exchange for NATO membership, even if Russia does not immediately return the territories it controls, but NATO's invitation requires recognition of Ukraine's internationally recognized borders.
2. A Hamas delegation will head to Cairo to discuss a ceasefire in Gaza.
3. Hezbollah leader: Hezbollah 'approves' a ceasefire agreement with Israel and will coordinate with the Lebanese army at a 'high level' to ensure the ceasefire agreement is implemented.
4. Russian Deputy Foreign Minister: Russia faces the issue of resuming nuclear tests; U.S. officials: The U.S. is not considering returning nuclear weapons to Ukraine.
5. The far-right in France claims that the government has ended budget discussions, increasing the likelihood of a vote of no confidence.
6. S&P: Confirms France's AA-/A-1+ rating, outlook stable.
7. Tokyo inflation rebound ignites expectations for a Bank of Japan rate hike, with the yen breaking through the 150 mark for the first time since October 21. Japanese media report that Ueda Kazuo stated that further depreciation of the yen after inflation starts to rise poses risks to the economic outlook. Ueda Kazuo is considering the timing of a potential rate hike.
8. UN nuclear agency reports that Iran plans to install thousands of new centrifuges.
9. Syrian opposition forces control a military airport in Aleppo, with Syrian and Russian air forces retaliating against the rebels.
10. Trump plans to impose tariffs that may raise beer and liquor prices, and U.S. distributors are starting to stock up on alcohol.
11. The swap market expects about a 40% chance of the Bank of Canada cutting rates by 50 basis points in December.
12. The German government plans to provide approximately 2 billion euros in new subsidies to the chip industry.
