I. Macroeconomic Data:
1. U.S. Dollar Index: Finally closed up 0.23%, reported at 105.94.
2. Treasury Prices: Two-year U.S. Treasury yield closed at 4.112%, and ten-year U.S. Treasury yield closed at 4.17%.
3. Gold Prices: Finally closed up 0.05%, reported at $2633.01 per ounce.
4. WTI Crude Oil: WTI crude oil closed down 1.74%, reported at $66.96 per barrel.
5. Stock Market: The index fell by 0.28%, the S&P 500 index rose by 0.25%, and the Nasdaq rose by 0.81%.
6. USDCNY: 7.28.
7. Interest rate hike expectations: According to the Federal Reserve rate observer, the probability of maintaining the rate at 4.50 - 4.75 in December is 11%, while the probability of lowering it to 4.25 - 4.50 is 89%.
8. Cryptocurrency: Overall market value rose 0.69% to $3.68 trillion, with a 24-hour trading volume down 11.07% to $147.12 billion; stablecoin market value increased by 5.47% to $193.8 billion.
II. ETF holdings data:
Updated on December 6:
10 Bitcoin ETF net inflow: +7,591 $BTC (+$750.67 million) #BlackRock inflow 7,727 $BTC ($764.11 million), currently holding 521,164 $BTC ($51.54 billion).
9 Ethereum ETF net inflow: +108,045 $ETH (+$433.15 million) #BlackRock inflow 76,600 $ETH ($307.09 million), currently holding 837,578 $ETH ($3.36 billion).
III. Key Macro News from Yesterday:
1. The U.S. added 227,000 non-farm jobs in November, exceeding the expected 200,000; the previous value was revised up from 12,000 to 36,000. The unemployment rate slightly rose to 4.2%, meeting market expectations, leading to increased bets on the Federal Reserve lowering interest rates. The one-year inflation expectation in the U.S. rose to 2.9%, the highest in six months.
2. Federal Reserve Governor Bowman: Will not easily vote against policy (interest rate cuts), leaning towards cautious and gradual rate reductions. San Francisco Fed President Daly stated that as the Federal Reserve reaches a 'roughly appropriate' level for policy rates, a gradual approach should be taken. Cleveland Fed President Harker believes the Fed is 'at or near' the time to slow the pace of rate cuts.
3. Trump: No plans to replace Federal Reserve Chair Powell; will impose tariffs and is uncertain if American households will bear more costs; will not commit to keeping the U.S. in NATO unless Europe pays their bills.
4. The South Korean National Assembly failed to pass the impeachment motion against President Yoon Suk-yeol. The opposition party will initiate impeachment again this Wednesday and will launch a special investigation bill regarding the judicial case involving Yoon's wife. The ruling party leader stated that Yoon has actually agreed to resign early and will promote an orderly exit for Yoon, who will not interfere in South Korea's national affairs before stepping down. The South Korean Prosecutor's Office has launched an investigation against Yoon and announced the arrest of former Defense Minister Kim Yong-hyun; the largest opposition party in South Korea will initiate a special investigation bill regarding the judicial case in South Korea on the 9th.
5. Syrian opposition claims to have occupied Damascus, overthrowing the Assad regime, while Assad's whereabouts after leaving Damascus are unknown. The Syrian military stated that Assad's rule has ended, and a plane suspected to have taken off from Damascus has reportedly crashed. It is reported that the Syrian Prime Minister is negotiating a power transfer with the anti-government armed forces in Damascus. The Russian Foreign Ministry: Syrian President Assad has abandoned the presidency. Trump stated that Assad fled Syria due to the loss of Russian support. Ukrainian intelligence agencies claim that Russian troops are withdrawing from their bases in Syria.
6. Syrian opposition forces stormed the Iranian embassy in Syria. The Iranian Foreign Ministry stated that Syria's future does not need external forces to destroy and intervene. U.S. Department of Defense officials stated that the U.S. will continue to maintain its presence in eastern Syria.
7. Ukrainian President Zelensky: Ukraine has already lost 43,000 soldiers on the battlefield and has provided medical assistance 370,000 times to the injured.
8. The United Nations stated that global food prices reached their highest level in 19 months in November.
9. The final text of the U.S. Fiscal Year 2025 National Defense Authorization Act has been announced, and the Biosafety Act was not included.
10. It is reported that the U.S. has approved the export of advanced artificial intelligence chips to the UAE under the Microsoft agreement.
11. The U.S. Court of Appeals refused to dismiss the TikTok 'ban if not sold' bill; insiders at ByteDance: will resolutely appeal.
12. The Japanese Ministry of Defense stated that during the period from October to November this year, it conducted five test launches of the improved 'Type 12 anti-ship missile' for the first time.
13. OpenAI is negotiating with Microsoft to abandon AGI-related terms to open the door for new investment.
14. Notre-Dame Cathedral in Paris reopened after five years, with Macron hosting Trump and Musk at the opening ceremony; the latter's net worth surpassed $360 billion last Friday.
