Shell Ocean Company: It is estimated that in 2026, two wells of PERDIDO SPAR operated by Shell in the Gulf of Mexico will be put into production for the first time.Fitch: The possible trade policy changes after the results of the 2024 election in the United States will bring risks in 2025 and may reduce the demand for shipping companies.The Dow Jones Industrial Average broke through the 44,000.00 mark, and the latest report was 43,999.94, down 0.34% in the day.
Google: The first device equipped with Android XR is made by Samsung and will be available next year.CITIC Securities: It is estimated that the reverse repo rate will drop by 40-50bps next year, and the LPR and loan interest rates may drop even more. CITIC Securities Research Report believes that the Central Economic Work Conference will be held in Beijing. On the whole, the policy level is fully aware of the grim situation that external pressure may increase significantly within next year, and has put forward a series of requirements such as stable growth, stable prices, stable employment and stable people's livelihood. From the perspective of fiscal policy, the amount of financial instruments supporting the real economy will be comprehensively increased, the government's disposable financial resources will be significantly improved, and the fiscal expenditure structure will be tilted to the marginal consumption of people's livelihood. From the perspective of monetary policy, the meeting called for the implementation of a moderately loose monetary policy, timely lowering the RRR and cutting interest rates. We expect the reverse repo rate to drop by 40-50bps next year, and the LPR and loan interest rates may drop even more.UN spokesman: UN Secretary-General Guterres pays special attention to hundreds of air strikes by Israel on several locations in Syria. He stressed the urgent need to reduce the level of violence in all aspects of Syria.
Fitch Global Shipping predicts that the performance of each sub-industry will grow steadily, but it will be partially offset by the downward trajectory of container shipping in 2025.Xie Feng, Ambassador of China to the United States: The goal of China's commitment to the stable, healthy and sustainable development of Sino-US relations has not changed. According to the Chinese Embassy in the United States, on December 11th, u.s.-china business council held the 2024 annual celebration dinner in Washington. In his speech, Xie Feng said that China has always grasped the general trend of the world from a long historical period, maintained continuity and stability in its policy toward the United States, and it is the determination of a big country to respond to changes with constancy, and it is China's wisdom to create a new situation in a changing situation. Xie Feng pointed out that the goal of China's commitment to the stable, healthy and sustainable development of Sino-US relations has not changed, which is in line with the common interests of the two countries and the general expectations of the international community; The principle of handling Sino-US relations in accordance with mutual respect, peaceful coexistence and win-win cooperation has not changed, which is the fundamental way for China and the United States to get along correctly in the new era. The position of firmly safeguarding its sovereignty, security and development interests has not changed. This is a principle that China must defend and a red line that cannot be challenged. The desire to continue the traditional friendship between the Chinese and American people has not changed, and we are willing to continue to pave the way for cultural exchanges between the two countries. Xie Feng hopes that the US will move in the same direction as China, strengthen dialogue and communication, and refrain from shouting from a distance; Properly control differences and not engage in conflict and confrontation; Expand mutually beneficial cooperation and do not engage in decoupling and chain breaking; Carry out benign interaction, do not engage in zero-sum game, and strive to achieve a smooth transition and a good start in Sino-US relations.Fitch Global Shipping predicts that the performance of each sub-industry will grow steadily, but it will be partially offset by the downward trajectory of container shipping in 2025.
Strategy guide 12-14
Strategy guide 12-14
Strategy guide
12-14
Strategy guide 12-14
Strategy guide 12-14
Strategy guide