铀 (Uranium) 加自选

芬兰12月生产者价格指数同比下降0.8%，较上月1.5%的跌幅有所缓解。这标志着当前生产者通货紧缩序列中最疲软的读数，因为在化学品和化学产品成本上涨的推动下，制成品价格反弹（0.2%对11月的-0.7%）。与此同时，采矿和采石的价格下降速度较慢（-1.1%对-2.6%）。另一方面，供水成本上涨更快（2.4%对1.7%），而电力、天然气、蒸汽和空调的价格继续下跌（-12.6%对-11%），这是由电力和石油产品成本下降推动的。按月计算，价格上涨0.1%，低于11月0.3%的涨幅。

Producer prices in Finland fell by 0.8% year-on-year in December, easing from a 1.5% drop in the previous month. This marked the softest reading in the current sequence of producer deflation, as prices for manufactured products rebounded (0.2% vs. -0.7% in November), driven by higher costs for chemicals and chemical products. At the same time, prices declined at a softer pace for mining and quarrying (-1.1% vs. -2.6%). On the other hand, costs rose more quickly for water supply (2.4% vs. 1.7%), while prices continued to fall for electricity, gas, steam, and air conditioning (-12.6% vs. -11%), driven by lower costs for electricity and oil products. On a monthly basis, prices rose by 0.1%, slowing from a 0.3% increase in November.

2024年12月，芬兰的失业率从去年同期的7.1%上升至8.1%，仍处于6月以来的最高水平。失业人数比上年增加2.7万人，达到22.6万人，就业人数减少5.6万人，至255.4万人。与此同时，15-24岁人群的失业率上升至17.3%，比一年前高出4.8个百分点。15-74岁人群的活动率从一年前的67.8%降至66.8%，而20至64岁人群的就业率从77.9%上升至76.7%。

Finland’s unemployment rate rose to 8.1% in December 2024, up from 7.1% in the same month of the previous year, remaining at the highest level since June. The number of unemployed persons increased by 27 thousand from a year earlier to 226 thousand, while that of employed declined by 56 thousand to 2.554 million. Meanwhile, the unemployment rate for people aged 15-24 rose to 17.3%, which was 4.8 percentage points more than a year ago. The activity rate for persons aged 15-74 fell to 66.8% from 67.8% a year ago, while the employment rate for persons aged 20 to 64 advanced to 76.7% from 77.9%.

周五，10年期美国国债收益率降至4.63%左右，扭转了唐纳德·特朗普总统敦促美联储降低利率后两天的上涨趋势。尽管如此，人们普遍预计美联储将在下周的政策会议上保持利率不变，市场预计7月份将降息，并可能在今年晚些时候再次降息。与市场预期相反，特朗普自就职以来也没有实施激进的关税。然而，他最近威胁要对中国、欧盟、加拿大、墨西哥和其他金砖国家征收关税，同时也发出减税和促进人工智能基础设施投资的信号。这些措施与扩张性财政政策相一致，这可能会加剧通胀压力。

The yield on the 10-year US Treasury note dropped to around 4.63% on Friday, reversing a two-day rise after President Donald Trump urged the Federal Reserve to lower interest rates. Despite this, the Federal Reserve is widely expected to keep rates unchanged at next week’s policy meeting, with markets anticipating a rate cut in July and possibly another reduction later in the year. Trump has also refrained from implementing aggressive tariffs since his inauguration, contrary to market expectations. However, he recently threatened tariffs against China, the EU, Canada, Mexico, and other BRICS nations, while also signaling tax cuts and promoting investment in AI infrastructure. These measures align with an expansionary fiscal policy, which could heighten inflationary pressures.

周五早盘，印度股市上涨231点，涨幅0.3%，至76813点，连续第三个交易日上涨，受到科技股和耐用消费品股的支撑。BSE Sensex指数追随亚洲同行的上涨，此前美国总统唐纳德·特朗普表示将推动降低利率，华尔街隔夜表现乐观。然而，在美联储利率决定和下周公布的中国官方PMI数据之前的谨慎限制了涨幅。此外，初步数据对市场情绪造成压力，因为印度私营部门在2025年1月的增长是两年来最低的。Nifty 50指数上涨0.2%，至23250点以上，其中电网（2.2%）、JSW钢铁（1.9%）和塔塔消费品（1.6%）涨幅显著。本周，BSE Sensex指数在连续两周下跌后，将上涨0.3%，这得益于唐纳德·特朗普的私营部门人工智能基础设施投资计划对科技行业的乐观情绪。

The stock market in India rose by 231 points, or 0.3%, to 76,813 in the Friday morning session, gaining for the third straight session, supported by tech and consumer durables stocks. The BSE Sensex tracked a rise in Asian peers, following an upbeat session on Wall Street overnight after U.S. President Donald Trump said he would push for lower interest rates. However, caution ahead of the Fed’s interest rate decision and official PMI data in China, set to be released next week, limited the gains. Additionally, preliminary data pressured sentiment, as the private sector in India grew the least in two years in January 2025. The Nifty 50 climbed 0.2% to above 23,250, with notable gains from Power Grid (2.2%), JSW Steel (1.9%), and Tata Consumer Products (1.6%). For the week, the BSE Sensex is heading for a 0.3% rise after two consecutive weekly declines, supported by optimism in the tech sector amid Donald Trump’s private-sector artificial intelligence infrastructure investment plan.