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The A-share real estate sector rose, Shenzhen Zhenye A hit the daily limit, Shanghai Lingang rose more than 6%, Wantong Development, Dalong Real Estate, and Shenzhen Property A followed suit.

2025-09-24

The A-share real estate sector rose, Shenzhen Zhenye A hit the daily limit, Shanghai Lingang rose more than 6%, Wantong Development, Dalong Real Estate, and Shenzhen Property A followed suit.

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2025-09-24

Iran's Supreme Leader Khamenei: Under the current circumstances, negotiating with the United States will not serve our interests.

Iran's Supreme Leader Khamenei: Under the current circumstances, negotiating with the United States will not serve our interests.
2025-09-23

US Dollar: 1. Federal Reserve - ① Bostic: There is currently little reason to cut interest rates further, and only one rate cut is expected this year. ② Musallem: There is limited room for further rate cuts. If inflation risks increase, further rate

US Dollar: 1. Federal Reserve - ① Bostic: There is currently little reason to cut interest rates further, and only one rate cut is expected this year. ② Musallem: There is limited room for further rate cuts. If inflation risks increase, further rate cuts will not be supported. ③ Milan: I believe the appropriate interest rate is in the mid-2% range. I do not support adjusting the 2% inflation target at this time. ④ Hammak: We should be very cautious when removing policy constraints, and my estimate of the neutral interest rate is on the higher side. Major Non-US Currencies: 1. South Korean President: South Korea's large investments in the United States may hit its foreign exchange reserves. 2. Indonesia and the EU are about to sign a free trade agreement, which will provide zero tariffs on 80% of its exports. 3. Traders: The Reserve Bank of India may sell dollars through state-owned banks to support the Indian rupee, which has hit a record low. 4. Bank of Thailand: Supports gold trading in US dollars. Taxing gold transactions will not address the strong Thai baht. Others: 1. Argentina: Eliminate withholding taxes on all grains by October 31st to boost dollar supply. 2. Brazilian government: Projects a current budget deficit of 30.2 billion reais in 2025, down from a previous forecast of 26.3 billion reais.
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