Governor of the Turkish Central Bank: The prudent monetary policy stance of the Turkish Central Bank has had a positive impact on foreign exchange reserves, and the anti-inflation process continues.Aldo Spanjer, Commodity Strategist of BNP Paribas: It is estimated that the average price of Brent crude oil will be 71 USD/barrel in 2026.The Governor of the Turkish Central Bank delivered a speech to the Turkish Foreign Economic Relations Committee.
Analysts such as Max Layton of Citigroup predicted in the global commodity outlook in 2025 that there would be a "substantial oversupply" of 1.5 million barrels per day in the second quarter of 2025. The average price of Brent crude oil may be $60/barrel in 2025, and it may be the same level in 2026.According to preliminary data of the Bloomberg Hedge Fund Index (BHFI), hedge funds increased by 2% in November, the largest growth rate of asset management since March. Among them, the Bloomberg Stock Hedge Fund Index (BEHFI) rose significantly.Israeli Prime Minister Benjamin Netanyahu said that after the fall of Assad, isolating Hamas opened the door for reaching a hostage agreement.
Turkish President: The Turkish-Syrian border crossing will be reopened for Syrian refugees to return home voluntarily and safely. On December 9, local time, Turkish President Erdogan said after the cabinet meeting that Turkey is willing to do its utmost to support Syria's reconstruction and will reopen the Turkish-Syrian border crossing, Yay Ilada, which was closed in 2013, to facilitate more Syrian refugees to return home safely and voluntarily. Erdogan stressed that Turkey will never tolerate new terrorist threats on its borders. He pointed out that neither the PKK nor the extremist organization "Islamic State" terrorists are the targets of Turkey's dialogue, but the enemies. Erdogan called for the protection of Syria's territorial integrity and said that Turkey will continue to work for regional peace and stability. (CCTV)Pimco tends to reduce its holdings of longer-term US Treasury bonds. The main reason is the rising deficit. Marc Seidner and Pramol Dhawan, managing directors of Pimco, wrote in a report on Monday that they have been "reducing the allocation of longer-term bonds" and prefer short-term US Treasury bonds. As the size of US Treasury bonds soared from $17 trillion before the outbreak to nearly $29 trillion, the concern about the increase in the yield of long-term treasury bonds caused by the increase in US debt has become a flash point in the market. What investors are most worried about is the recurrence of the phenomenon of "bond self-defense forces" in the 1980s and early 1990s, that is, some bondholders aggressively sold US Treasury bonds because of the huge government financial expenditure. Seidner and Dhawan wrote, "It is difficult to predict the sudden reaction of the market to long-term trends. No organized self-defense force is prepared to take action on a specific debt threshold, and changes in investor behavior usually occur over time. " Pimco said that in view of the sustainability of US debt and the impact of potential inflation catalysts on the labor force, the institution hesitated to buy long-term debt.Market information: While assessing the current situation, the British government suspended its decision on Syrian asylum application.
Strategy guide
Strategy guide
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