Central Bank of Peru: It is expected that the annual inflation rate and core inflation rate will remain within the expected range.Goldman Sachs: Given that the moderate oversupply of 400,000 barrels per day and the current normalization of low valuation almost offset each other, the basic expectation is that the average price of Brent crude oil in 2025 will be $76 per barrel.Sources: Boeing (BA.N) is expected to deliver the new Air Force One after Trump's next term.
Goldman Sachs Asset Management announced the liquidation of three exchange-traded funds.Fitch: It is estimated that the sales growth rate of food, beverage, tobacco and consumer goods will be in low single digits in 2025.Broadcom: The artificial intelligence semiconductor business will surpass other businesses.
Broadcom said that the market size of the company's artificial intelligence (AI) accelerator is expected to be $15 billion to $20 billion next year.Shanghai's "trade-in" has driven consumption to exceed 10 billion yuan. According to the statistics of Shanghai Jiaodian Household Appliances Business Association, as of December 11, Shanghai's household appliances consumption subsidy activities have achieved remarkable results, and the number of people participating in the trade-in of household appliances in Shanghai has exceeded 3.57 million. The sales of eight categories of household appliances, including air conditioners, computers and refrigerators, covered by the state subsidy increased by 30%-40% year-on-year. During the implementation of the policy, the cumulative amount of subsidies reached 1.165 billion yuan, and the consumption of household appliances and household products by all platforms exceeded 10 billion yuan. (Liberation Daily)Goldman Sachs: With the strong growth of Permian crude oil output and the continuous strong performance of natural gas condensate, the shale oil output (crude oil and natural gas condensate) in 48 States in the United States will grow steadily, and the daily output is expected to increase by 600,000 barrels.
Strategy guide
12-14
Strategy guide
12-14