If Trump wants to curb inflation, the first thing to do is to build more houses. If Trump wants to push down inflation in the United States to a more tolerable level, he needs housing costs to help him. In this regard, the influence of the Federal Reserve is limited. It is unclear whether inflation will return to the Fed's 2% target in a sustained and convincing manner, at least not until housing inflation is further eased. In October, the national average rent in the United States was $209 per month, slightly lower than that in September, but still higher than the same period last year by 3.3%. Lisa Studt Vanter, chief economist of Bright MLS, said, "It is expected that with the passage of time, we will start to see the year-on-year rent growth slow down, but it just feels like it will take a long time. Some measures proposed by Trump will lead to rising inflation. Compared with six months ago, the prospect of continuing to move towards 2% is less certain. Aiming at the housing supply problem is something that the federal government can do meaningfully. Of course, this is not something that can be done in the short term. "Huachuang Securities: It was first rated as "recommended" by Zangge Mining, with a target price of 33.3 yuan. Huachuang Securities Research Report pointed out that Zangge Mining (000408.SZ) is an important producer of potassium lithium salt and copper in China, with a high dividend return to shareholders. The company actively arranges high-quality potash resources at home and abroad: three major projects, namely, Heibei potash mine in Dalangtan, Alkali-Shishan potash mine and the eastern part of deep brine potash mine in Xiaoliangshan-Dafengshan area, are steadily promoted in China, with a total exploration right of 1,400 square kilometers; Overseas has signed a potash exploration agreement with Laos. At present, the exploration report and potash mine reserve certificate have been obtained. It is estimated that the total amount of potassium chloride resources in Setani County and Ba 'e County is 984 million tons. It is estimated that the output of the first phase of potassium chloride project will be 1 million tons/year, and the scale of potassium chloride production is expected to double in the future. The company is an important manufacturer of potassium and lithium in China, and Julong Copper is expected to inject strong kinetic energy into the company's growth. Considering that Mamicho Mining has not been consolidated at present, it is estimated that the company will realize a net profit of 25.0/27.7/4.29 billion yuan in 24-26 years, which is -27%, +11% and +54.9% respectively. In 2025, it can be compared with the company's average valuation of 19 times, giving the company a valuation of 19 times in 2025, corresponding to the target price of 33.3 yuan, covering for the first time and giving a "recommended" rating.Polls show that the support rate of Japanese Prime Minister Shi Pomao's cabinet has dropped to 26.8%. According to a report by the Japan News Agency on the 12th local time, the poll conducted by the agency in December showed that the support rate of Shi Pomao's cabinet was 26.8%, down 1.9 percentage points from last month. (CCTV News)
On December 11th, there were 683 sets of online signboards for new houses and 1032 sets of online signboards for second-hand houses in Beijing. According to the data of official website of Beijing Municipal Commission of Housing and Urban-Rural Development, there were 683 sets of online signboards for new houses in Beijing on December 11th, with an area of 38,449.38 square meters, including 167 sets of online signboards for residential houses and an area of 22,638.67 square meters. There are 1032 sets of second-hand housing online signs with an area of 93,714.26 square meters, including 928 sets of residential online signs with an area of 88,314.64 square meters.EU finalizes new sanctions against Russia: strike against the "shadow fleet". According to a report on the website of the German newspaper Sü ddeutsche Zeitung on December 11th, EU countries have reached an agreement on a new package of sanctions against Russia. Several diplomats told DPA that the new sanctions were aimed at strengthening the crackdown on the so-called "Russian shadow fleet" transporting oil and petroleum products. It is reported that more than 50 ships will be banned from entering EU ports. In addition, they can no longer get the services of EU enterprises. In June this year, the EU has taken preliminary measures to blacklist more than 20 Russian ships. It is reported that this is the 15th package of sanctions against Russia drawn up by the EU so far. The plan also stipulates that trade with more than 30 other business entities should be restricted, and the EU has determined that they should keep in touch with Russian defense and security departments. In addition, the EU also plans to impose an entry ban and asset freeze on some individuals. According to the report, senior EU officials are pleased that member States have reached a consensus on this. Kaya Karas, the EU's High Representative for Foreign Affairs and Security Policy, said: "This will further weaken (Russian President) Putin's war machine." Roberta Metsola, Speaker of the European Parliament, said: "This sends another strong signal: our support for Ukraine will not weaken." The sanctions plan will be officially confirmed at the meeting of foreign ministers of member States in Brussels on the 16th, and then will be published in the official gazette of the European Union and come into effect. (Reference message)The attack on the headquarters of the Ministry of Refugees and Repatriation in Afghanistan killed four people. An official from the Ministry of Interior of the Afghan Interim Government said on the 11th that the suicide attack at the headquarters of the Ministry of Refugees and Repatriation that day killed four people and seriously injured four others. Mufti Abdul Martin Carney, spokesman of the Interior Ministry of the Afghan interim government, issued a statement on the 11th, confirming that Khalil Rahman Haqqani, Acting Minister of Refugee and Repatriation Affairs, was killed in the attack. Haqqani is one of the leading figures of the Taliban in Afghanistan, and also the uncle of sirajuddin Haqqani, Acting Minister of the Interior of the Afghan Interim Government. (Xinhua News Agency)
Suzhou International Development Group increased its capital to 22 billion yuan, with an increase of 120%. According to Tianyancha App, Suzhou International Development Group Co., Ltd. has undergone industrial and commercial changes recently, and its registered capital has increased from 10 billion yuan to 22 billion yuan, with an increase of 120%. Suzhou International Development Group Co., Ltd. was established in August 1995, and its legal representative is Zhang Tao. Its business scope covers the operation and management of state-owned assets within the scope of authorization, domestic commerce and material supply and marketing, and provides various consulting services, and it is wholly owned by Suzhou Municipal Finance Bureau.The scale of CSI A500ETF South (159,352) exceeded 18.7 billion yuan, and the first batch of 85 equity index funds were included in the catalogue of personal pension investment products, covering core indexes such as CSI A500. The main index of A shares rose, and CSI A500ETF South (159,352) rose by 0.88%. Yesterday, funds exceeding 1.9 billion yuan flowed into the south of CSI A500ETF, ranking first in its kind, and its latest scale exceeded 18.7 billion yuan, ranking second in its kind. The market is rising. In the news, the personal pension system will be extended to the whole country on December 15th, and product expansion has also become the focus. Today, the CSRC has included the first batch of 85 equity index funds in the catalogue of personal pension investment products, including 78 products that track various broad-based indexes and 7 products that track dividend indexes, including ordinary index funds, index enhancement funds and ETF-linked funds such as Shanghai and Shenzhen 300 Index, CSI A500 Index and Growth Enterprise Market Index. The investment style of index funds is clear and the rate level is low, so the inclusion of related products is conducive to enriching investors' choices. Related products also implement preferential rates to actively benefit investors.President of Hilton Asia Pacific: India's outbound travel will be the story of the next decade. According to the data of the World Tourism and Travel Council, in 2023, Indian tourists spent $34.2 billion on outbound travel. Allen Watts, president of Hilton Asia Pacific, said that compared with the future, the current level of Indian outbound travel consumption is "negligible". "The story of India is unfolding before us," he said. "India's outbound travel will be the story of the next decade." According to the World Tourism and Travel Council's Economic Impact in 2024 report, by 2034, the outbound spending of Indian tourists is expected to more than double, reaching 76.8 billion US dollars, which will make India's position in the global tourism consumption country rise from the 12th in 2023 to the 7th.
Strategy guide 12-13
Strategy guide 12-13