The Political Bureau of the CPC Central Committee held a meeting on December 8 to analyze and study the economic work in 2026 and review the "Regulations on the Comprehensive Rule of Law by the Leaders of the Communist Party of China". The meeting pointed out that next year's economic work should adhere to seeking progress while maintaining stability, improving quality and efficiency, continue to implement more active fiscal policies and moderately loose monetary policies, and give play to stock...
Williams said fiscal policy may have pushed the neutral rate up by 25 to 50 basis points.
Well-known economist Sam pointed out that the Federal Reserve's interest rate tool is too crude and far less accurate than the tax and transfer payments of fiscal policy. The Fed's tightening interest rate policy in recent years has directly exacerbated polarization! Click to view...
Katayama made it clear for the first time that if the existing financial resources are insufficient, it will have to issue more government bonds. She revealed that the government is preparing to issue floating-rate bonds and expand the scope of investors in government bonds, marking a new phase of Japan's expansionary fiscal policy. Click to view...
The resignation of the French prime minister has triggered turmoil in the government bond market, which not only exacerbates the pressure on French finances, but also threatens the transmission of monetary policy from the European Central Bank, and the United Kingdom is not immune. Click to view...
Takashi Sanae unexpectedly won the leadership election of the Liberal Democratic Party, and Japan may usher in its first female prime minister. Investment bank analysis believes that fiscal policy expectations may be pro-cyclical, and great changes may start again.
The resignation of Shigeru Ishiba has triggered political uncertainty in Japan, and the battle for the leadership of the Liberal Democratic Party is about to begin. Political uncertainty has exacerbated market concerns about Japan's fiscal discipline and the trend of the yen and Japanese bonds. Click to view...
Nvidia expects third-quarter revenue to fluctuate by 2% 54 billion dollars, and the market expects 53.46 billion dollars.
Strategists believe that although speculative short positions have squaring, the dollar's rebound has been blocked again, and the slowdown in the US economy will exacerbate the fiscal deterioration, thus continuing to pressure the dollar, any rebound will be reduced to a short interlude. Click to view...
Market news: The German government has approved the 2026 budget and medium-term fiscal plan.