Pimco tends to reduce its holdings of longer-term US Treasury bonds. The main reason is the rising deficit. Marc Seidner and Pramol Dhawan, managing directors of Pimco, wrote in a report on Monday that they have been "reducing the allocation of longer-term bonds" and prefer short-term US Treasury bonds. As the size of US Treasury bonds soared from $17 trillion before the outbreak to nearly $29 trillion, the concern about the increase in the yield of long-term treasury bonds caused by the increase in US debt has become a flash point in the market. What investors are most worried about is the recurrence of the phenomenon of "bond self-defense forces" in the 1980s and early 1990s, that is, some bondholders aggressively sold US Treasury bonds because of the huge government financial expenditure. Seidner and Dhawan wrote, "It is difficult to predict the sudden reaction of the market to long-term trends. No organized self-defense force is prepared to take action on a specific debt threshold, and changes in investor behavior usually occur over time. " Pimco said that in view of the sustainability of US debt and the impact of potential inflation catalysts on the labor force, the institution hesitated to buy long-term debt.The United States plans to deploy the "Dark Eagle" hypersonic missile in Europe and Asia, or it is one of the most dangerous decisions. According to a report on the Russian website on the 8 th today, the United States is stepping up the deployment of medium-range and short-range missiles, including the deployment of hypersonic missiles in Europe and Asia. According to reports, the "Dark Eagle" hypersonic missile is still under development, and the United States claims that the missile has a range of about 2,800 kilometers. However, it is reported that the range of the "Dark Eagle" missile can exceed 3,200 kilometers. The United States plans to start deploying this type of missile in Japan before October 2025. In addition, the United States also plans to deploy the Dark Eagle hypersonic missile in Germany in 2026. Scott Ritter, former intelligence officer of the US Marine Corps: The "Dark Eagle" missile system may be deployed to Germany. "Dark Eagle" may be the most unstable situation. It has the ability to strike deep targets in Russia, and it is believed that Russia will also deploy corresponding missile systems in a short time. As long as one mistake, one miscalculation and one misjudgment will lead to missile exchanges. The decision of the United States and Germany to deploy medium-range missiles in Europe is one of the most dangerous decisions made by the United States and NATO. (CCTV)Fitch: Latin American sovereign countries are facing a new test from American policy risks. The outlook for the sovereign rating of Latin American countries in 2025 is "neutral". It is estimated that most Latin American countries will carry out fiscal consolidation in 2025, but the intensity will be lower than the fiscal rules and budget targets.
Dell Technology Company: COREWEAVE integrates its cloud service platform with Dell Artificial Intelligence Factory and NVIDIA.Market information: A man in Pennsylvania, USA, was inquired about the case that the CEO of UNH insurance business was shot and killed in new york City.The Dow Jones Industrial Average just broke through the 44,600.00 mark, and the latest report was 44,599.84, down 0.10% in the day.
WTO: The global trade in goods grew moderately in the fourth quarter of 2024. On December 9, local time, the latest issue of "Barometer of Trade in Goods" released by WTO showed that the prosperity index of global trade in goods was 102.7, which was higher than the benchmark of 100. According to the analysis of WTO, global trade in goods continued to grow moderately in the fourth quarter of 2024, but the trade prospect in 2025 is still uncertain and may be affected by potential trade policy changes. (CCTV)The Ministry of Foreign Affairs of Qatar condemned Israel's occupation of the buffer zone bordering Syria, calling it a "dangerous development".The Syrian Prime Minister said that he had agreed to transfer power to the Syrian opposition. On the 9th local time, Syrian Prime Minister Jalali said that he had agreed to transfer power to the "Syrian Salvation Government" established by the Syrian opposition in Idlib. Syrian opposition leader Abu Mohammad Giulani (whose real name is Ahmed Shala) had previously met with Syrian Prime Minister Jalali and leader of the Syrian National Salvation Government Mohamed Al-Bashir. The purpose of this meeting is to coordinate the transfer of power and ensure the continued provision of services to the Syrian people. (CCTV)
Strategy guide
12-13
Strategy guide
12-13