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Japan plans to issue 17 trillion yen of super-long-term government bonds next year, the lowest level in 17 years!

Japan plans to issue 17 trillion yen of super-long-term government bonds next year, the lowest level in 17 years!

Facing concerns over excessive bond supply in the market and the pressure from ultra-long-term government bond yields hitting historic highs, the Japanese government plans to significantly reduce the issuance of ultra-long-term government bonds to ease market tensions. On December 24, according to Reuters, two government sources revealed that the issuance

LOF hits the daily limit again in intraday trading! Silver arbitrage is "trending", and warnings for "fat finger" and "abnormal trading" have been issued!

LOF hits the daily limit again in intraday trading! Silver arbitrage is "trending", and warnings for "fat finger" and "abnormal trading" have been issued!

``` The epic silver short squeeze is triggering a cross-market liquidity chaos and speculative frenzy. As the only silver futures fund in the entire market, the SDIC Silver LOF has encountered a “hunt” by funds in the secondary market, hitting the daily limit for several consecutive trading days, and with its

Sanofi plans to acquire U.S. vaccine company Dynavax for $2.2 billion, ramping up its adult vaccine portfolio.

Sanofi plans to acquire U.S. vaccine company Dynavax for $2.2 billion, ramping up its adult vaccine portfolio.

``` French pharmaceutical giant Sanofi has agreed to acquire US vaccine company Dynavax for approximately $2.2 billion in an effort to expand its vaccine business, which currently centers on flu vaccines. Meanwhile, its experimental drug for multiple sclerosis has unexpectedly been rejected by the US Food and Drug Administration (FDA)

RMB appreciation, a boost for the "settlement tide"?

RMB appreciation, a boost for the "settlement tide"?

Since mid-October, the RMB has appreciated significantly while the US dollar has only slightly depreciated. Faced with this asymmetrical rise, the market attributes the RMB's appreciation to the “year-end settlements rush”, meaning that enterprises' concentrated sales of foreign exchange income at the end of the year push

$120 billion in off-balance-sheet financing! Tech giants team up with Wall Street to play the AI infrastructure game, with risks shifting toward private credit.

$120 billion in off-balance-sheet financing! Tech giants team up with Wall Street to play the AI infrastructure game, with risks shifting toward private credit.

In order to stay ahead in the expensive artificial intelligence (AI) arms race while maintaining flawless financial statements, Silicon Valley tech giants are using complex financial instruments to shift massive infrastructure expenditures off their balance sheets. According to a June 24 analysis by the Financial Times, tech companies including Meta,

Goldman Sachs: We are in the "optimistic phase" of the cycle! Predicting a 13% global stock market return in 2026.

Goldman Sachs: We are in the "optimistic phase" of the cycle! Predicting a 13% global stock market return in 2026.

Goldman Sachs’ equity strategy team pointed out in its latest outlook report that global stock markets are in a typical “optimistic phase”, and the breadth of the bull market will further expand in 2026. The strategy team, led by Peter Oppenheimer, maintains a constructive view on equities, though they expect

Clocktower Wang Kaiwen: Silver is currently the highest-conviction trade. If the Fed “dares” to cut rates while inflation is falling, then silver will “shoot to the moon” | Alpha Summit

Clocktower Wang Kaiwen: Silver is currently the highest-conviction trade. If the Fed “dares” to cut rates while inflation is falling, then silver will “shoot to the moon” | Alpha Summit

``` On December 24, spot silver surged strongly, not only breaking through the key psychological threshold of $70 per ounce in one go, but also reaching as high as $72 per ounce. Its sharp rise quickly became the market’s focal point. This trend confirms and extends the increasingly bullish expectations