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香港金融人小王
@Square-Creator-48ad46943
在香港上市公司从事 外汇、伦敦金/原油、加密货币(牌照申请中)的小王。
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I think the appearance of inscriptions is like "psoriasis" in the bit block. It may be garbage or advertising, but its appearance makes us discover that we can also graffiti in it, create small cities, and create communities. Every block application is a multiverse #BRC20 #Inscriptions #AVAX #ORDI
I think the appearance of inscriptions is like "psoriasis" in the bit block. It may be garbage or advertising, but its appearance makes us discover that we can also graffiti in it, create small cities, and create communities. Every block application is a multiverse

#BRC20 #Inscriptions #AVAX #ORDI
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If Luke makes ordi disappear along with other inscriptions, then Bitcoin will still be a centralized thing🤔️ #ORDI $BTC $ORDI
If Luke makes ordi disappear along with other inscriptions, then Bitcoin will still be a centralized thing🤔️
#ORDI $BTC $ORDI
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2023.12.1 Today’s Focus 1. Inflation in the Eurozone has slowed more than expected, and the market expects that the European Central Bank’s interest rate hike cycle may be over. 2. Tesla Cybertruck starts at US$60,990, and the most expensive version starts at US$100,000. 3. The annual core PCE rate in the United States in October was in line with expectations at 3.5%, the lowest since April 2021. 4. Hamas agreed to extend the ceasefire agreement to the seventh day; the Israeli army stated that it would continue the ceasefire, but did not specify the specific time. 5. U.S. Treasury Secretary Yellen: She does not believe that further radical monetary tightening is needed and the United States will be well positioned to achieve a soft landing. 6. Ultraman officially returned to OpenAI as CEO, acknowledged the existence of the Q* project and stated that the "gong fight" has nothing to do with AI security. 7. Fed Daley: It is too early to judge whether the Fed has ended raising interest rates. It is not considering cutting interest rates at all. Williams: It is currently at or near the peak of interest rates. If inflation is stubborn, interest rates may need to be raised again. 8. OPEC+ members have each announced "voluntary" production cuts during Q1 next year, with a total scale of 2.193 million barrels per day, of which Saudi Arabia and Russia will reduce production by 1 million barrels and 500,000 barrels respectively, Angola refuses to comply with production quotas, and Brazil will reduce production in Q1 next year. It will join OPEC+ next month, and the next conference is scheduled to be held on June 1 next year. The market is worried that "voluntary" production cuts will have limited binding power, and international oil prices once fell by more than 3%. $BTC #aval #inus
2023.12.1 Today’s Focus
1. Inflation in the Eurozone has slowed more than expected, and the market expects that the European Central Bank’s interest rate hike cycle may be over.
2. Tesla Cybertruck starts at US$60,990, and the most expensive version starts at US$100,000.
3. The annual core PCE rate in the United States in October was in line with expectations at 3.5%, the lowest since April 2021.
4. Hamas agreed to extend the ceasefire agreement to the seventh day; the Israeli army stated that it would continue the ceasefire, but did not specify the specific time.
5. U.S. Treasury Secretary Yellen: She does not believe that further radical monetary tightening is needed and the United States will be well positioned to achieve a soft landing.
6. Ultraman officially returned to OpenAI as CEO, acknowledged the existence of the Q* project and stated that the "gong fight" has nothing to do with AI security.
7. Fed Daley: It is too early to judge whether the Fed has ended raising interest rates. It is not considering cutting interest rates at all. Williams: It is currently at or near the peak of interest rates. If inflation is stubborn, interest rates may need to be raised again.
8. OPEC+ members have each announced "voluntary" production cuts during Q1 next year, with a total scale of 2.193 million barrels per day, of which Saudi Arabia and Russia will reduce production by 1 million barrels and 500,000 barrels respectively, Angola refuses to comply with production quotas, and Brazil will reduce production in Q1 next year. It will join OPEC+ next month, and the next conference is scheduled to be held on June 1 next year. The market is worried that "voluntary" production cuts will have limited binding power, and international oil prices once fell by more than 3%.

$BTC #aval #inus
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2023.11.30 Today’s Focus 1. The city of Nottingham, UK, went bankrupt. 2. The revised annualized quarterly rate of real GDP in the United States in the third quarter was 5.2%. 3. The White House confirmed that Biden will be absent from COP28 and Vice President Harris will attend on his behalf. 4. The UAW is pushing for full unionization of U.S. automakers, including Tesla. 5. Two sources said that the OPEC+ meeting on November 30 will not be postponed. 6. Wall Street Journal: OPEC+ is considering new oil production cuts of up to 1 million barrels per day. 7. Palestinian-Israeli conflict - Saudi Arabia extended an olive branch to Iran, seeking investment cooperation to ease the Palestinian-Israeli conflict. Egyptian security sources said that the ceasefire agreement in Gaza is expected to be extended for another two days. 8. Fed-Beige Book: Economic activity has slowed since the last report, consumer spending on non-essential goods has declined, and interest rate futures are fully priced in that the Federal Reserve will cut interest rates at least once by May next year. Big hawk Mester: Monetary policy is in a good position to flexibly evaluate future data. Whether to raise interest rates further depends on the data. Barkin: It is too early to discuss raising interest rates and is unwilling to exclude the option of further raising interest rates. Bosch Tick: There is growing confidence that the downward trajectory of inflation is likely to persist.
2023.11.30 Today’s Focus
1. The city of Nottingham, UK, went bankrupt.
2. The revised annualized quarterly rate of real GDP in the United States in the third quarter was 5.2%.
3. The White House confirmed that Biden will be absent from COP28 and Vice President Harris will attend on his behalf.
4. The UAW is pushing for full unionization of U.S. automakers, including Tesla.
5. Two sources said that the OPEC+ meeting on November 30 will not be postponed.
6. Wall Street Journal: OPEC+ is considering new oil production cuts of up to 1 million barrels per day.
7. Palestinian-Israeli conflict - Saudi Arabia extended an olive branch to Iran, seeking investment cooperation to ease the Palestinian-Israeli conflict. Egyptian security sources said that the ceasefire agreement in Gaza is expected to be extended for another two days.
8. Fed-Beige Book: Economic activity has slowed since the last report, consumer spending on non-essential goods has declined, and interest rate futures are fully priced in that the Federal Reserve will cut interest rates at least once by May next year. Big hawk Mester: Monetary policy is in a good position to flexibly evaluate future data. Whether to raise interest rates further depends on the data. Barkin: It is too early to discuss raising interest rates and is unwilling to exclude the option of further raising interest rates. Bosch Tick: There is growing confidence that the downward trajectory of inflation is likely to persist.
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2023.11.29 Today’s Focus 1. Charlie Munger passed away peacefully in California on the 28th local time at the age of 99. Buffett mourns: Without him, Berkshire would not be what it is today. 2. US media: OpenAI is not expected to provide board seats to investors including Microsoft. 3. Pinduoduo’s US stock market capitalization and Alibaba’s have narrowed to about 10 billion US dollars. The former’s Q3 performance exceeded expectations, with revenue increasing by more than 90% year-on-year. 4. Kazakhstan: Due to the reduction in crude oil reception at the terminal, the oil production of the country's largest oil field decreased by 56% to 39,000 tons per day. 5. Sources: The progress of OPEC+ negotiations is difficult and the meeting may be further delayed. The continuation of the current policy is one of the potential possibilities. 6. Fed-Waller: If inflation continues to fall, there may be reasons to cut interest rates in a few months, and this has nothing to do with economic pressure. Williams: The recent news about the long-term stability of U.S. inflation expectations is basically reassuring. Bowman: If Anti-inflation progress has stalled, supporting further interest rate increases, Goolsby: Keeping interest rates high for too long is a worrying issue, Discount rate meeting minutes: All local Feds voted to maintain discount rates in October and November constant. $BTC $INUS $AVAL
2023.11.29 Today’s Focus
1. Charlie Munger passed away peacefully in California on the 28th local time at the age of 99. Buffett mourns: Without him, Berkshire would not be what it is today.
2. US media: OpenAI is not expected to provide board seats to investors including Microsoft.
3. Pinduoduo’s US stock market capitalization and Alibaba’s have narrowed to about 10 billion US dollars. The former’s Q3 performance exceeded expectations, with revenue increasing by more than 90% year-on-year.
4. Kazakhstan: Due to the reduction in crude oil reception at the terminal, the oil production of the country's largest oil field decreased by 56% to 39,000 tons per day.
5. Sources: The progress of OPEC+ negotiations is difficult and the meeting may be further delayed. The continuation of the current policy is one of the potential possibilities.
6. Fed-Waller: If inflation continues to fall, there may be reasons to cut interest rates in a few months, and this has nothing to do with economic pressure. Williams: The recent news about the long-term stability of U.S. inflation expectations is basically reassuring. Bowman: If Anti-inflation progress has stalled, supporting further interest rate increases, Goolsby: Keeping interest rates high for too long is a worrying issue, Discount rate meeting minutes: All local Feds voted to maintain discount rates in October and November constant.

$BTC $INUS $AVAL
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2023.11.22 Today’s Focus 1. North Korea successfully test-launched a military reconnaissance satellite on the 21st. 2. Argentina’s benchmark stock index closed up 22.84% on Tuesday, rising 292% this year. 3. Minutes of the Federal Reserve’s November meeting: It will maintain restrictive interest rates, will act cautiously in the future, and may still raise interest rates again. 4. India said that it is close to reaching an agreement with Tesla to import electric vehicles and will build a factory in India within 2 years. 5. Hamas and Israel have reached a 4-5 day ceasefire agreement in which the two sides will exchange hostages. According to the Prime Minister, the conflict will continue after the agreement expires. 6. Binance, Changpeng Zhao and the U.S. Department of Justice reached a settlement. Binance will pay a total fine of US$4.3 billion. Changpeng Zhao will resign as CEO and Richard Teng will take over. 7. Foreign media revealed that OpenAI’s merger offer for Anthropic was rejected. Altman held discussions with the board about the former's return. ChatGPT voice version is free and open for use. 8. Nvidia’s Q3 financial report: Data center revenue is US$14.5 billion, market expectations are US$12.8 billion, and total Q4 revenue is expected to be around US$20 billion; Q4 revenue in China is expected to drop significantly, and US export regulations have harmed the company’s competitive position. #bnb #BTC #inus
2023.11.22 Today’s Focus
1. North Korea successfully test-launched a military reconnaissance satellite on the 21st.
2. Argentina’s benchmark stock index closed up 22.84% on Tuesday, rising 292% this year.
3. Minutes of the Federal Reserve’s November meeting: It will maintain restrictive interest rates, will act cautiously in the future, and may still raise interest rates again.
4. India said that it is close to reaching an agreement with Tesla to import electric vehicles and will build a factory in India within 2 years.
5. Hamas and Israel have reached a 4-5 day ceasefire agreement in which the two sides will exchange hostages. According to the Prime Minister, the conflict will continue after the agreement expires.
6. Binance, Changpeng Zhao and the U.S. Department of Justice reached a settlement. Binance will pay a total fine of US$4.3 billion. Changpeng Zhao will resign as CEO and Richard Teng will take over.
7. Foreign media revealed that OpenAI’s merger offer for Anthropic was rejected. Altman held discussions with the board about the former's return. ChatGPT voice version is free and open for use.
8. Nvidia’s Q3 financial report: Data center revenue is US$14.5 billion, market expectations are US$12.8 billion, and total Q4 revenue is expected to be around US$20 billion; Q4 revenue in China is expected to drop significantly, and US export regulations have harmed the company’s competitive position.
#bnb #BTC #inus
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2022.11.21 Today’s Focus 1. US media: The United States requires Binance to pay more than $4 billion to settle criminal charges. 2. Crude oil options trading data: The probability that OPEC+ will deepen production cuts this week is 53%. 3. Goldman Sachs: Saudi Arabia’s 1 million barrels per day production cut is expected to be extended to Q2 of 2024. 4. UAW members ratify labor contracts at Ford, General Motors and Stellantis. 5. Bank of England Governor Bailey: Food and energy still pose upward risks to inflation, and interest rates may have to be considered again. 6. Federal Reserve-Barr: The interest rate peak may be close to or reached; Daly: High risks and "ambiguous" economic conditions mean the Fed should implement gradualism; Collins: The current data is very confusing, and the Fed is ready to wait patiently Prepare. Barkin will not rule out the possibility of further interest rate hikes. He believes that inflation is stubborn and this is a reason to keep interest rates high for a longer period of time. 7. OpenAI court battle context - More than 700 employees threatened to resign from the board of directors by switching to Microsoft, and reinstated Ultraman and Brockman. Board member Sutskever has turned to Ultraman. Microsoft CEO announced that Ultraman will join Microsoft, and the latter responded Saying "the mission is still in progress," OpenAI has appointed Shear, a former Twitch executive, as CEO.
2022.11.21 Today’s Focus
1. US media: The United States requires Binance to pay more than $4 billion to settle criminal charges.
2. Crude oil options trading data: The probability that OPEC+ will deepen production cuts this week is 53%.
3. Goldman Sachs: Saudi Arabia’s 1 million barrels per day production cut is expected to be extended to Q2 of 2024.
4. UAW members ratify labor contracts at Ford, General Motors and Stellantis.
5. Bank of England Governor Bailey: Food and energy still pose upward risks to inflation, and interest rates may have to be considered again.
6. Federal Reserve-Barr: The interest rate peak may be close to or reached; Daly: High risks and "ambiguous" economic conditions mean the Fed should implement gradualism; Collins: The current data is very confusing, and the Fed is ready to wait patiently Prepare. Barkin will not rule out the possibility of further interest rate hikes. He believes that inflation is stubborn and this is a reason to keep interest rates high for a longer period of time.
7. OpenAI court battle context - More than 700 employees threatened to resign from the board of directors by switching to Microsoft, and reinstated Ultraman and Brockman. Board member Sutskever has turned to Ultraman. Microsoft CEO announced that Ultraman will join Microsoft, and the latter responded Saying "the mission is still in progress," OpenAI has appointed Shear, a former Twitch executive, as CEO.
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2023.11.10 Today’s Focus 1. EU officials said that Ukraine’s accession negotiations may be postponed. 2. Japan's "Mainichi Shimbun" poll: Kishida's cabinet's approval rating fell to 21%. 3. Musk: Hundreds of false media reports claim I am “anti-Semitic,” which couldn’t be further from the truth. 4. The latest developments in the OpenAI battle: the current board of directors may be dismissed. Altman wants to use Middle Eastern funds to build AI chips to compete with Nvidia. 5. Palestinian-Israeli conflict: A joint delegation of foreign ministers from Arab and Islamic countries will visit China from November 20 to 21. The Israeli ambassador to the United States: is willing to suspend the fighting in exchange for the release of the hostages. The White House previously stated that there is no agreement yet, and Turkey’s Foreign Minister: It may sever diplomatic relations with Israel. #inus #财富密码
2023.11.10 Today’s Focus
1. EU officials said that Ukraine’s accession negotiations may be postponed.
2. Japan's "Mainichi Shimbun" poll: Kishida's cabinet's approval rating fell to 21%.
3. Musk: Hundreds of false media reports claim I am “anti-Semitic,” which couldn’t be further from the truth.
4. The latest developments in the OpenAI battle: the current board of directors may be dismissed. Altman wants to use Middle Eastern funds to build AI chips to compete with Nvidia.
5. Palestinian-Israeli conflict: A joint delegation of foreign ministers from Arab and Islamic countries will visit China from November 20 to 21. The Israeli ambassador to the United States: is willing to suspend the fighting in exchange for the release of the hostages. The White House previously stated that there is no agreement yet, and Turkey’s Foreign Minister: It may sever diplomatic relations with Israel.
#inus #财富密码
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2023.11.17 Today’s Focus 1. Sanchez was successfully re-elected as the new Spanish Prime Minister. 2. International oil prices fell by more than 4.5%, reaching a new low since July. 3. Musk’s starship launch was postponed to the evening of November 18th, Beijing time. 4. The Russian Ministry of Energy: Fuel prices in Russia are stable and there is no shortage. 5. The U.S. Senate passed a bill aimed at avoiding a government shutdown, which will be signed by Biden. 6. U.S. Treasury Department data: China and Japan reduced their holdings of U.S. debt by US$27.3 billion and US$28.5 billion respectively in September. 7. Palestinian-Israeli Conflict - Foreign Media: The European Union and the United States support the United Nations in deploying troops in post-war Gaza, aiming to put pressure on Israel and prevent Israel from taking actual control of the western part of Gaza City. #inus #财富密码
2023.11.17 Today’s Focus
1. Sanchez was successfully re-elected as the new Spanish Prime Minister.
2. International oil prices fell by more than 4.5%, reaching a new low since July.
3. Musk’s starship launch was postponed to the evening of November 18th, Beijing time.
4. The Russian Ministry of Energy: Fuel prices in Russia are stable and there is no shortage.
5. The U.S. Senate passed a bill aimed at avoiding a government shutdown, which will be signed by Biden.
6. U.S. Treasury Department data: China and Japan reduced their holdings of U.S. debt by US$27.3 billion and US$28.5 billion respectively in September.
7. Palestinian-Israeli Conflict - Foreign Media: The European Union and the United States support the United Nations in deploying troops in post-war Gaza, aiming to put pressure on Israel and prevent Israel from taking actual control of the western part of Gaza City.
#inus #财富密码
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2023.11.16 Today’s Focus 1. Japan’s Q3 GDP shrank at an annualized quarterly rate of 2.1%. 2. International Atomic Energy Agency: Iran’s highly enriched uranium stockpile increased by 5%. 3. Musk’s starship will test fly again tomorrow night, and the plan has received regulatory approval. 4. The U.S. retail sales data in October was stronger than expected, recording -0.1% month-on-month; PPI was weaker than expected, recording -0.5% month-on-month. 5. Fed Daley warned against announcing the end of the interest rate hike cycle prematurely because it is uncertain whether enough measures have been taken to bring inflation back to target levels. 6. Palestinian-Israeli conflict - informed officials: Qatar is seeking to negotiate with both sides to release about 50 civilian hostages in exchange for a three-day ceasefire. Turkish President Erdogan: Israel is a terrorist state.
2023.11.16 Today’s Focus
1. Japan’s Q3 GDP shrank at an annualized quarterly rate of 2.1%.
2. International Atomic Energy Agency: Iran’s highly enriched uranium stockpile increased by 5%.
3. Musk’s starship will test fly again tomorrow night, and the plan has received regulatory approval.
4. The U.S. retail sales data in October was stronger than expected, recording -0.1% month-on-month; PPI was weaker than expected, recording -0.5% month-on-month.
5. Fed Daley warned against announcing the end of the interest rate hike cycle prematurely because it is uncertain whether enough measures have been taken to bring inflation back to target levels.
6. Palestinian-Israeli conflict - informed officials: Qatar is seeking to negotiate with both sides to release about 50 civilian hostages in exchange for a three-day ceasefire. Turkish President Erdogan: Israel is a terrorist state.
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2023.11.15 Today’s Focus 1. Both the U.S. CPI and core CPI data for October were lower than expected. Interest rate futures price the current round of interest rate hike cycles by the Federal Reserve has completely ended. At the same time, it is expected that a cumulative interest rate cut of 100BP will be carried out by the end of next year, with the first round of interest rate cuts as early as May. 2. Affected by the U.S. CPI data, the U.S. dollar index once fell below 104. The China Concept Stock Index and the Nasdaq Composite Index both closed up more than 2%. U.S. bond yields overall fell by about 20BP, and spot silver rose 3.5%. 3. The Eurozone’s GDP shrank in the third quarter and the employment rate increased. 4. The Democrats in the U.S. House of Representatives expressed support for House Speaker Johnson’s temporary appropriations bill. 5. Drought has caused the longest queue time in the Panama Canal to reach 12 days, and the “queue-jumping fee” is nearly 30 million yuan. 6. IEA monthly report: The oil market will experience a supply shortage by the end of the year, and a supply surplus may occur in early 2024. 7. U.S. officials: The United States has extended a 120-day waiver allowing Iraq to pay Iran for electricity. 8. Palestinian-Israeli conflict - The Israeli army said it had occupied multiple Hamas strongholds in parts of Gaza City and the defense minister: ground operations included southern Gaza.
2023.11.15 Today’s Focus
1. Both the U.S. CPI and core CPI data for October were lower than expected. Interest rate futures price the current round of interest rate hike cycles by the Federal Reserve has completely ended. At the same time, it is expected that a cumulative interest rate cut of 100BP will be carried out by the end of next year, with the first round of interest rate cuts as early as May.
2. Affected by the U.S. CPI data, the U.S. dollar index once fell below 104. The China Concept Stock Index and the Nasdaq Composite Index both closed up more than 2%. U.S. bond yields overall fell by about 20BP, and spot silver rose 3.5%.
3. The Eurozone’s GDP shrank in the third quarter and the employment rate increased.
4. The Democrats in the U.S. House of Representatives expressed support for House Speaker Johnson’s temporary appropriations bill.
5. Drought has caused the longest queue time in the Panama Canal to reach 12 days, and the “queue-jumping fee” is nearly 30 million yuan.
6. IEA monthly report: The oil market will experience a supply shortage by the end of the year, and a supply surplus may occur in early 2024.
7. U.S. officials: The United States has extended a 120-day waiver allowing Iraq to pay Iran for electricity.
8. Palestinian-Israeli conflict - The Israeli army said it had occupied multiple Hamas strongholds in parts of Gaza City and the defense minister: ground operations included southern Gaza.
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2023.11.14 Today’s Focus 1. Former British Prime Minister Cameron takes up the new post of Foreign Secretary. 2. Thailand’s capital market regulator will restrict naked short selling. 3. The Japanese yen surged 70 points in the short term, and the market speculated that the Japanese authorities would intervene. 4. Emirates ordered 95 Boeing aircraft worth a total of US$52 billion. 5. The U.S. Starbucks union plans to hold a strike, which will affect hundreds of stores. 6. NVIDIA releases a new generation of AI processor H200, with performance increased by up to 60~90%. 7. Goldman Sachs: The 10-year U.S. Treasury yield will remain at at least 4.5% in the next few years. 8. Palestinian-Israeli Conflict - Minister of Defense: Hamas has lost control of Gaza, Hamas-affiliated armed factions: ready to release 70 detainees in exchange for a 5-day ceasefire, US military Middle East bases opened four times in 24 hours Attacked.
2023.11.14 Today’s Focus
1. Former British Prime Minister Cameron takes up the new post of Foreign Secretary.
2. Thailand’s capital market regulator will restrict naked short selling.
3. The Japanese yen surged 70 points in the short term, and the market speculated that the Japanese authorities would intervene.
4. Emirates ordered 95 Boeing aircraft worth a total of US$52 billion.
5. The U.S. Starbucks union plans to hold a strike, which will affect hundreds of stores.
6. NVIDIA releases a new generation of AI processor H200, with performance increased by up to 60~90%.
7. Goldman Sachs: The 10-year U.S. Treasury yield will remain at at least 4.5% in the next few years.
8. Palestinian-Israeli Conflict - Minister of Defense: Hamas has lost control of Gaza, Hamas-affiliated armed factions: ready to release 70 detainees in exchange for a 5-day ceasefire, US military Middle East bases opened four times in 24 hours Attacked.
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2023. 11.10 Today’s Focus 1. Fed-Powell: Will further raise interest rates if necessary; will proceed with caution; future inflation progress is more likely to come from monetary policy rather than the supply side. O'Neill Pace: does not want to rule out the possibility of further raising interest rates if necessary, focusing on the economy Performance, long-term bond yields and considering the impact on policy, Barkin: Inflation has made real progress, whether further interest rate hikes are needed remains to be seen, overnight reverse repurchase use fell below $1 trillion for the first time in two years, Bosty K: The policy may be restrictive enough. 2. Biden supports the UAW in organizing a union for Tesla workers. 3. India and Pakistan exchanged fire again, and an Indian soldier died. 4. Jikrypton Automobile submitted its IPO in the United States, and its car sales in the first half of this year were 13.2 billion yuan. 5. Spot palladium fell below $1,000 per ounce for the first time since 2018, and the longest daily winning streak of U.S. stocks in the past two years came to an end. 6. The U.S. 30-year Treasury bond auction was cold, with the bid rate 5bp higher than the pre-issuance rate and the bid multiple lower than the recent average. 7. The United States said that Israel will maintain a four-hour truce every day in parts of Gaza; Israel said that this is not a ceasefire, but a "humanitarian corridor."
2023. 11.10 Today’s Focus
1. Fed-Powell: Will further raise interest rates if necessary; will proceed with caution; future inflation progress is more likely to come from monetary policy rather than the supply side. O'Neill Pace: does not want to rule out the possibility of further raising interest rates if necessary, focusing on the economy Performance, long-term bond yields and considering the impact on policy, Barkin: Inflation has made real progress, whether further interest rate hikes are needed remains to be seen, overnight reverse repurchase use fell below $1 trillion for the first time in two years, Bosty K: The policy may be restrictive enough.
2. Biden supports the UAW in organizing a union for Tesla workers.
3. India and Pakistan exchanged fire again, and an Indian soldier died.
4. Jikrypton Automobile submitted its IPO in the United States, and its car sales in the first half of this year were 13.2 billion yuan.
5. Spot palladium fell below $1,000 per ounce for the first time since 2018, and the longest daily winning streak of U.S. stocks in the past two years came to an end.
6. The U.S. 30-year Treasury bond auction was cold, with the bid rate 5bp higher than the pre-issuance rate and the bid multiple lower than the recent average.
7. The United States said that Israel will maintain a four-hour truce every day in parts of Gaza; Israel said that this is not a ceasefire, but a "humanitarian corridor."
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2023.11.9 Today’s Focus 1. Palestinian-Israeli Conflict-Israeli Army: Hamas has lost control of northern Gaza. It is reported that Qatar is mediating ceasefire negotiations for 1-2 days in exchange for the release of more than ten hostages. 2. UBS Group launched AT1 bond trading for the first time since the Credit Suisse incident. 3. The Ukrainian military said that Russian missiles hit merchant ships or damaged grain export channels. 4. OpenAI’s ChatGPT and API services experienced severe outages yesterday evening. 5. Interfax: Russia is considering lifting the export ban on gasoline AI 92 and AI 95. 6. Eli Lilly’s weight loss drug Zepbound has been approved by the FDA for marketing. It sells for $1,059.87. Eli Lilly is expected to launch it shortly after Thanksgiving. 7. Federal Reserve - Cleveland Fed President Mester will leave office on June 30 next year. He will have FOMC voting rights next year. Williams: Errors in inflation forecasts should not be blamed on the Federal Reserve's economic model. Powell urges the Federal Reserve Economists need to be flexible in their forecasting methods.
2023.11.9 Today’s Focus

1. Palestinian-Israeli Conflict-Israeli Army: Hamas has lost control of northern Gaza. It is reported that Qatar is mediating ceasefire negotiations for 1-2 days in exchange for the release of more than ten hostages.
2. UBS Group launched AT1 bond trading for the first time since the Credit Suisse incident.
3. The Ukrainian military said that Russian missiles hit merchant ships or damaged grain export channels.
4. OpenAI’s ChatGPT and API services experienced severe outages yesterday evening.
5. Interfax: Russia is considering lifting the export ban on gasoline AI 92 and AI 95.
6. Eli Lilly’s weight loss drug Zepbound has been approved by the FDA for marketing. It sells for $1,059.87. Eli Lilly is expected to launch it shortly after Thanksgiving.
7. Federal Reserve - Cleveland Fed President Mester will leave office on June 30 next year. He will have FOMC voting rights next year. Williams: Errors in inflation forecasts should not be blamed on the Federal Reserve's economic model. Powell urges the Federal Reserve Economists need to be flexible in their forecasting methods.
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2023.11.8 Today’s Focus 1. Palestinian-Israeli Conflict - Defense Minister: Israeli troops have entered the core area of ​​Gaza City. US media: Biden told Netanyahu that the three-day ceasefire suspension may help to release some hostages. Israeli Prime Minister: Can Set a deadline to maintain security control over Gaza, 2. The IMF raised China’s 2023 GDP growth forecast to 5.4%. 3. Shared office giant WeWork filed for bankruptcy protection in New Jersey. 4. Ukrainian media: Zelensky will continue to perform the duties of President of Ukraine after his term expires. 5. Traders are fully pricing in three 25 basis point interest rate cuts from the Bank of England next year. 6. Wall Street Journal: The United States and NATO will suspend participation in the Treaty on Conventional Armed Forces in Europe. 7. The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.35%, the first rate increase since June. 8. The U.S. Treasury Department’s Semi-Annual Exchange Rate Report: No currency manipulator was designated, Vietnam was re-added to the detection list, and Switzerland and South Korea were removed. 9. Fed-Goolsby: If long-term bond yields remain at a high level, it is likely to be equivalent to tightening policy. The first priority in changing the stance on interest rates is the progress of inflation; Kashkari: FOMC did not discuss interest rate cuts; Waller: The economy is booming in Q3, and the Federal Reserve is paying close attention to this situation. The recent surge in long-term bond yields is an “earthquake”; Bowman: Interest rates appear to be restrictive, soaring yields are part of the reason for the tightening of financial conditions, and further interest rate increases are still expected to be needed; Logan: Progress is being made but inflation is still too high. Inflation data appears to be heading towards 3%, not 2%.
2023.11.8 Today’s Focus
1. Palestinian-Israeli Conflict - Defense Minister: Israeli troops have entered the core area of ​​Gaza City. US media: Biden told Netanyahu that the three-day ceasefire suspension may help to release some hostages. Israeli Prime Minister: Can Set a deadline to maintain security control over Gaza,
2. The IMF raised China’s 2023 GDP growth forecast to 5.4%.
3. Shared office giant WeWork filed for bankruptcy protection in New Jersey.
4. Ukrainian media: Zelensky will continue to perform the duties of President of Ukraine after his term expires.
5. Traders are fully pricing in three 25 basis point interest rate cuts from the Bank of England next year.
6. Wall Street Journal: The United States and NATO will suspend participation in the Treaty on Conventional Armed Forces in Europe.
7. The Reserve Bank of Australia raised the cash rate by 25 basis points to 4.35%, the first rate increase since June.
8. The U.S. Treasury Department’s Semi-Annual Exchange Rate Report: No currency manipulator was designated, Vietnam was re-added to the detection list, and Switzerland and South Korea were removed.
9. Fed-Goolsby: If long-term bond yields remain at a high level, it is likely to be equivalent to tightening policy. The first priority in changing the stance on interest rates is the progress of inflation;
Kashkari: FOMC did not discuss interest rate cuts;
Waller: The economy is booming in Q3, and the Federal Reserve is paying close attention to this situation. The recent surge in long-term bond yields is an “earthquake”;
Bowman: Interest rates appear to be restrictive, soaring yields are part of the reason for the tightening of financial conditions, and further interest rate increases are still expected to be needed;
Logan: Progress is being made but inflation is still too high. Inflation data appears to be heading towards 3%, not 2%.
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2023.11.7 Today’s Focus 1. Venezuela negotiates with oilfield companies to increase production. 2. The final Eurozone 10 Composite PMI value recorded 46.5, a 35-month low. 3. The United States seeks to purchase up to 3 million more barrels of crude oil in January next year to replenish the SPR. 4. OpenAI wants to create a customized GPT platform ecosystem and launches a stronger preview version of GPT-4 Turbo. 5. Many sources revealed that Russian President Vladimir Putin has decided to run for president again in 2024. The Kremlin responded that Putin has not announced his participation in the election. 6. Palestinian-Israeli conflict - Biden and the Israeli Prime Minister discussed the possibility of a tactical ceasefire and the two countries resumed diplomacy. The Iranian president will travel to Saudi Arabia for the first time on November 12. 7. New York Fed indicators: Global supply chain pressure has dropped to a record low, Federal Reserve survey: U.S. credit conditions continue to tighten in Q3 but at a slower pace, and loan demand generally declines.
2023.11.7 Today’s Focus
1. Venezuela negotiates with oilfield companies to increase production.
2. The final Eurozone 10 Composite PMI value recorded 46.5, a 35-month low.
3. The United States seeks to purchase up to 3 million more barrels of crude oil in January next year to replenish the SPR.
4. OpenAI wants to create a customized GPT platform ecosystem and launches a stronger preview version of GPT-4 Turbo.
5. Many sources revealed that Russian President Vladimir Putin has decided to run for president again in 2024. The Kremlin responded that Putin has not announced his participation in the election.
6. Palestinian-Israeli conflict - Biden and the Israeli Prime Minister discussed the possibility of a tactical ceasefire and the two countries resumed diplomacy. The Iranian president will travel to Saudi Arabia for the first time on November 12.
7. New York Fed indicators: Global supply chain pressure has dropped to a record low, Federal Reserve survey: U.S. credit conditions continue to tighten in Q3 but at a slower pace, and loan demand generally declines.
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2023.11.6 Today’s Focus 1. The Israeli-Palestinian conflict has resulted in the death of more than 11,300 people on both sides. The Israeli Prime Minister said there will be no ceasefire until the hostages are released; the remarks about using nuclear weapons to attack Gaza are out of touch with reality. The Israeli army: comprehensively surrounded Gaza City and cut off the north and south of the area. The Supreme Leader of Iran met with the leader of Hamas, Iran warned the United States that if there is no ceasefire in Gaza, the United States will be severely punished, 2. North America has begun to implement winter time. 3. South Korea bans short selling of stocks until June 2024. 4. X releases Grok, an AI model that can answer tough questions rejected by most other artificial intelligence systems. 5. Saudi Arabia and Russia reiterated that they will implement voluntary oil production cuts of 1 million barrels per day and 300,000 barrels per day until the end of December.
2023.11.6 Today’s Focus
1. The Israeli-Palestinian conflict has resulted in the death of more than 11,300 people on both sides. The Israeli Prime Minister said there will be no ceasefire until the hostages are released; the remarks about using nuclear weapons to attack Gaza are out of touch with reality. The Israeli army: comprehensively surrounded Gaza City and cut off the north and south of the area. The Supreme Leader of Iran met with the leader of Hamas, Iran warned the United States that if there is no ceasefire in Gaza, the United States will be severely punished,
2. North America has begun to implement winter time.
3. South Korea bans short selling of stocks until June 2024.
4. X releases Grok, an AI model that can answer tough questions rejected by most other artificial intelligence systems.
5. Saudi Arabia and Russia reiterated that they will implement voluntary oil production cuts of 1 million barrels per day and 300,000 barrels per day until the end of December.
See original
2023.11.3 Today’s Focus 1. The Israeli-Palestinian conflict has caused the death of more than 9,000 people in Gaza. The Israeli army said that ground forces have completed the siege of Gaza City and stated that the term "ceasefire" is not within the scope of discussion. US media: Blinken will urge Israel to suspend operations to ensure The safe release of the hostages, a total of 28 attacks on US military targets in the Middle East in the past 20 days, 2. US media: In addition to salary increases, American auto workers also received wages during the strike, with an average of US$100 per day. 3. Sources: The Bank of Japan plans to exit its loose monetary policy next year and may raise interest rates from -0.1% to 0% in the spring. 4. Apple’s revenue has declined for four consecutive quarters, the longest period since 2001, and revenue in Greater China fell short of expectations. Revenue for the December quarter is expected to be flat from last year. 5. The Bank of England kept its benchmark interest rate unchanged at 5.25%, in line with market expectations. Governor Bailey stressed that policy may need to remain tight for a long time; if there are signs of more persistent high inflation, interest rates will need to be raised further; it is too early to talk about cutting interest rates.
2023.11.3 Today’s Focus
1. The Israeli-Palestinian conflict has caused the death of more than 9,000 people in Gaza. The Israeli army said that ground forces have completed the siege of Gaza City and stated that the term "ceasefire" is not within the scope of discussion. US media: Blinken will urge Israel to suspend operations to ensure The safe release of the hostages, a total of 28 attacks on US military targets in the Middle East in the past 20 days,
2. US media: In addition to salary increases, American auto workers also received wages during the strike, with an average of US$100 per day.
3. Sources: The Bank of Japan plans to exit its loose monetary policy next year and may raise interest rates from -0.1% to 0% in the spring.
4. Apple’s revenue has declined for four consecutive quarters, the longest period since 2001, and revenue in Greater China fell short of expectations. Revenue for the December quarter is expected to be flat from last year.
5. The Bank of England kept its benchmark interest rate unchanged at 5.25%, in line with market expectations. Governor Bailey stressed that policy may need to remain tight for a long time; if there are signs of more persistent high inflation, interest rates will need to be raised further; it is too early to talk about cutting interest rates.
See original
2023.11.2 Today’s Focus 1. The focus of the Federal Reserve’s November interest rate meeting: unanimously agreed to keep interest rates unchanged, the U.S. Q3 economy grew strongly, believed that financial conditions have tightened significantly, and refuted the view that raising interest rates will become more difficult. No interest rate cuts were discussed or considered, and will proceed with caution. , the interest rate hike cycle is coming to an end, and the rise in long-term bond yields may have an impact on policy, but it is difficult to quantify the impact on the extent of interest rate hikes. 2. Three U.S. Senate appropriations bills received enough votes to pass. 3. Population growth has exacerbated concerns about housing shortages, and Canada may adjust its immigration targets. 4. Affected by drought, the Panama Canal once again reduced the maximum number of ships passing through in a single day. 5. The Atlanta Fed’s GDPNow model predicts U.S. fourth-quarter GDP growth at 1.2%, compared with the previous estimate of 2.3%. 6. The U.S. Treasury Department increased its quarterly bond issuance by US$9 billion, and the market expected an increase of US$110. At the same time, the sales growth of 10-year and 30-year Treasury bonds will be slowed down. 7. Palestinian-Israeli Conflict - The Israeli army said it had broken through Hamas's front line of defense in the northern Gaza Strip. Iran's Supreme Leader Ayatollah Ali Khamenei: Oil and commodity exports to Israel should be reduced. The White House: No troops will be stationed in Gaza in the future and now. program, foreign nationals were allowed to leave Gaza.
2023.11.2 Today’s Focus
1. The focus of the Federal Reserve’s November interest rate meeting: unanimously agreed to keep interest rates unchanged, the U.S. Q3 economy grew strongly, believed that financial conditions have tightened significantly, and refuted the view that raising interest rates will become more difficult. No interest rate cuts were discussed or considered, and will proceed with caution. , the interest rate hike cycle is coming to an end, and the rise in long-term bond yields may have an impact on policy, but it is difficult to quantify the impact on the extent of interest rate hikes.
2. Three U.S. Senate appropriations bills received enough votes to pass.
3. Population growth has exacerbated concerns about housing shortages, and Canada may adjust its immigration targets.
4. Affected by drought, the Panama Canal once again reduced the maximum number of ships passing through in a single day.
5. The Atlanta Fed’s GDPNow model predicts U.S. fourth-quarter GDP growth at 1.2%, compared with the previous estimate of 2.3%.
6. The U.S. Treasury Department increased its quarterly bond issuance by US$9 billion, and the market expected an increase of US$110. At the same time, the sales growth of 10-year and 30-year Treasury bonds will be slowed down.
7. Palestinian-Israeli Conflict - The Israeli army said it had broken through Hamas's front line of defense in the northern Gaza Strip. Iran's Supreme Leader Ayatollah Ali Khamenei: Oil and commodity exports to Israel should be reduced. The White House: No troops will be stationed in Gaza in the future and now. program, foreign nationals were allowed to leave Gaza.
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2023.11.1 Today’s Focus 1. The Palestinian-Israeli conflict has caused more than 10,000 deaths on both sides. Sources: The United States is contacting Hamas through Qatar. The Iranian Foreign Minister met with Hamas leaders in Doha. The White House: Now is not the time to consider a comprehensive ceasefire, but A suspension of the fighting may be considered. Bolivia announced that it would cut off diplomatic relations with Israel. The Lebanese media accused Israel of using white phosphorus bombs. Sources: The United States and Israel are considering plans for the post-Hamas era, and Blinken will visit Israel again on Friday. 2. The Russian government issued a temporary ban on the export of scrap precious metals. 3. US media: Wework plans to file for bankruptcy as early as next week. 4. Japanese media: The total scale of Japan’s new economic plan is approximately 17 trillion yen. 5. Source: Biden is unlikely to attend COP28 in Dubai. 6. The Bank of Japan maintained its ultra-loose policy, set a 1% yield as a "reference" upper limit, canceled daily fixed-rate bond purchases, and raised its inflation forecast. Ueda Kazuo said that he does not believe that yields will rise significantly above 1%, and may make emergency bond purchases when they are below 1%; when the exchange rate affects inflation expectations, it may affect policy. #BTC #inus
2023.11.1 Today’s Focus
1. The Palestinian-Israeli conflict has caused more than 10,000 deaths on both sides. Sources: The United States is contacting Hamas through Qatar. The Iranian Foreign Minister met with Hamas leaders in Doha. The White House: Now is not the time to consider a comprehensive ceasefire, but A suspension of the fighting may be considered. Bolivia announced that it would cut off diplomatic relations with Israel. The Lebanese media accused Israel of using white phosphorus bombs. Sources: The United States and Israel are considering plans for the post-Hamas era, and Blinken will visit Israel again on Friday.
2. The Russian government issued a temporary ban on the export of scrap precious metals.
3. US media: Wework plans to file for bankruptcy as early as next week.
4. Japanese media: The total scale of Japan’s new economic plan is approximately 17 trillion yen.
5. Source: Biden is unlikely to attend COP28 in Dubai.
6. The Bank of Japan maintained its ultra-loose policy, set a 1% yield as a "reference" upper limit, canceled daily fixed-rate bond purchases, and raised its inflation forecast. Ueda Kazuo said that he does not believe that yields will rise significantly above 1%, and may make emergency bond purchases when they are below 1%; when the exchange rate affects inflation expectations, it may affect policy.
#BTC #inus
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