📅 Preview of Major Events Next Week --- Super Bank Week

I. Key Macroeconomic Time Points

December 16 (Tuesday) 21:30

📌 U.S. November Non-Farm Payroll Data

→ Affects the Federal Reserve's expectations for interest rate cuts and assessments of U.S. dollar liquidity

December 17 (Wednesday) 22:05

📌 Federal Reserve Officials' Speeches

→ Market focuses on whether the policy path statements are hawkish

December 18 (Thursday)

📌 U.S. November CPI Data

→ Determines whether the decline in inflation is sustainable, which is the core variable for interest rate expectations

December 19 (Friday)

📌 Bank of Japan Monetary Policy Meeting (Crucial)

II. Overview of Super Central Bank Week

Next week will see a series of global monetary policy meetings, including but not limited to: Japan, European Central Bank, Russia, Thailand, the UK, Sweden, Norway, Mexico, Hungary

👉 Multiple countries will announce interest rate decisions simultaneously, significantly amplifying global liquidity fluctuations.

III. Core Risk Focus: Bank of Japan

Market consensus expectation:

December Japan's interest rate hike of 25 basis points, very high probability

Potential impact: Yen interest rates rise, carry trade positions concentrated in unwinding, global risk assets under pressure

👉 If the rate hike materializes, global markets may experience rapid fluctuations or even declines.

IV. Implications for Investors

Short-term: Volatility significantly increases, risks of leverage and chasing gains magnify

Medium-term: If a systemic pullback occurs; for investors with cash and patience, it may instead be a window for repricing and positioning

Next week will be a global liquidity stress test. The Bank of Japan's monetary policy meeting is a key trigger for this round of market volatility.

Risks and opportunities coexist, maintain a good rhythm.