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< bn: brr-b; -b--- rnrn; rn: ; rb(, , ); n-: 'r ' , 'r ', --, B<>nn, ' ', Rb, ' N', , r, 'nn ', 'rn n B', 'rnn N', nr; ; n-: ; ;">The current market optimism about U.S. economic growth and corporate profits is high, and Trump has laid a bomb for the global trade outlook. From inflation to manufacturing being affected by global trade, financial markets are bound to undergo earth-shaking changes in 2020. The following six pictures depict the future market structure.
< bn: brr-b; -b--- rnrn; rn: ; rb(, , ); n-: 'r ', 'r ', --, B<>nn, ' ', Rb, ' N', , r, 'nn ', 'rn n B', 'rnn N', nr; ; n-: ; ;">bn: brr-b; -b--- rnrn; n-: ;">The biggest theme in the global market in 2020 is the rising outlook for inflation.
Germany’s annual rate announced on Tuesday (July 2) hit the highest level in the year, indicating that Inflation in Europe's largest economy has begun to pick up, which is an optimistic signal for the European Central Bank and will help promote the European Central Bank to tighten monetary policy.
bn: brr-b; -b--- rnrn; n- : ;">Overall inflation will rise in the coming months in both the euro zone and the United States due to rising oil prices.
At the beginning of the new year, Kuwait and Oman took the lead in cutting production, which greatly increased the market's confidence in OPEC and non-OPEC countries to implement the production reduction agreement. On Tuesday, crude oil prices once exceeded US$/barrel, setting a record level since January 2019.
bn: brr-b; -b--- rnrn; n-: ;">At the same time, the market’s bullish signals on the U.S. dollar are getting stronger and stronger.
Bloomberg’s Spot U.S. Dollar Index tracks the U.S. dollar against species Currency gains, the index has risen .% since the U.S. election last month, on expectations that loosening regulations, higher government spending and lower taxes will enhance prospects for U.S. economic growth and rising inflation.
< bn: brr-b; -b--- rnrn; rn: ; rb(, , ); n-: 'r ', 'r ', --, B<>nn, ' ', Rb, ' N' , , r, 'nn ', 'rn n B', 'rnn N', nr; ; n-: ; ;">bn: brr-b; -b--- rnrn; n-: ;">as emerging As a market country, China is working hard to get rid of the impact of the strengthening US dollar.
Starting from January this year, China will adjust the currency basket rules of the RMB exchange rate index. The weight of the US dollar in the basket will be adjusted from the original. to., and the number of currencies in the basket will be It will be increased from species to species. Although this move reduces the risk of one-time depreciation of the RMB, it increases the expectation of RMB depreciation.
< bn: brr-b; -b--- rnrn; rn: ; rb (, , ); n-: 'r ', 'r ', --, B<>nn, ' ', Rb, ' N', , r, 'nn ', 'rn n B', ' nr will be further stressed.
bn: brr-b; -b--- rnrn; n-: ; rb(, , ); n-: 'r ', 'r ', --, B<>nn, ' ', Rb, ' N', , r, 'nn ', 'rn n B', 'rnn N', nr; ; n-: ;">The rise in the global industrial production cycle has given China a breathing space .
rb(, , ); n-: 'r ', 'r ', --, B<>nn, ' ', Rb, ' N', , r, 'nn ', ' rn n B', 'rnn N', nr; ; n-: ;"> UK manufacturing data reported on Tuesday rose to its highest level since January, driven by strong demand and a weak pound. In addition, manufacturing in the United States and the Eurozone is also growing rapidly. Analysts at JPMorgan Chase said that strong exports from Asia highlight the growth in demand for goods, and global manufacturing will see significant growth in 2020 due to the impact of business spending and commodity price inflation.
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