标普高盛商品指数 (SPGSCI) 加自选

英镑走弱，因英国通胀意外加强了英国央行12月降息的理由。英国11月通胀率大幅下降至3.2%，远低于3.5%的市场共识，为2025年3月以来的最低水平。

Sterling Weakens as U.K. Inflation Surprise Strengthens Case for December BOE Cut.U.K. inflation fell sharply to 3.2% y/y in November, well below the 3.5% market consensus and marking the lowest reading since March 2025.

卢比交易员在避险情绪中警惕印度储备银行的后续行动。周四，印度卢比开盘时可能变化不大，略有走弱，交易员们正在关注印度储备银行在避险背景下对其大规模干预的后续行动。

Rupee traders on alert for RBI follow-through amid risk-off mood.The Indian rupee is likely to open little changed to marginally weaker on Thursday, with traders watching for the Reserve Bank of India's follow-through to its heavy intervention amid a risk-off backdrop.

美国总统特朗普：下一任美联储主席将“大幅”降低利率。美国总统特朗普：下一任美联储主席将“大幅”降低利率

US President Trump: Next Fed chair will believe in lower interest rates 'by a lot'.US President Trump: Next Fed chair will believe in lower interest rates 'by a lot'

由于供需压力持续，本田将暂停日本和中国的产量。本田汽车公司将在未来几周内暂停日本和中国部分地区的汽车生产，突显出全球汽车供应链的持续脆弱性，并对主要市场的需求状况提出了新的质疑。

Honda to suspend Japan and China output as supply and demand pressures persist.Honda Motor Co. is set to suspend vehicle production across parts of Japan and China in the coming weeks, underscoring continued fragility in global automotive supply chains and raising fresh questions about demand conditions in key markets.