🌅 Morning Wrap (13.12.2024)
📉 Asian markets slump after Wall Street losses, with China leading the decline:
🇭🇰 Hang Seng: -1.9%
🇯🇵 Nikkei: -1.3%
🇨🇳 CSI 300: -2%
📈 Bright spot: South Korea's 🇰🇷 KOSPI edges up +0.3%.
💼 China's Economic Work Conference underwhelms markets:
State media hints at higher deficits and looser policy.
Analysts call measures insufficient.
ANZ projects 4.9% GDP growth for 2024 but flags property market risks.
⚖️ SEC targets Neuralink:
48-hour deadline for settlement over undisclosed charges.
Musk's lawyer brands it "harassment" in a letter to SEC Chair Gensler.
💶 ECB moves:
Cuts rates by 25bps; some policymakers pushed for a larger 50bps cut.
Markets expect slower Fed easing in 2025.
💵 Dollar strengthens, hitting a 2.5-week high against major currencies.
📊 Fed meeting ahead:
96.4% chance of a 25bps cut next week.
January cut odds fall to 20% as inflation remains sticky.
USDJPY 🚀 152.9; EURUSD ⚖️ 1.04635.
🛢️ Oil stabilises:
Brent: $73.48
WTI: $69.68
Heading for first weekly gain since November.
IEA raises 2025 demand forecast but warns of surplus.
🥇 Gold steady at $2,687, holding weekly gains on geopolitical tensions.
🥉 Copper drops to $9,093 as China's stimulus disappoints.
📊 Japan's Tankan survey reflects improved sentiment, but firms remain cautious.
BOJ likely to hold rates next week amid global uncertainties.
🇰🇷 South Korea's political drama:
Parliament prepares impeachment vote against President Yoon over martial law declaration.
Markets rattled by uncertainty.
🗓️ Looking ahead:
Focus on Fed meeting next week.
Key data: 🇬🇧 UK GDP and 🇪🇺 Eurozone industrial production due Friday.
🚨 Stay tuned for more updates! 🚨
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