According to the economic outlook report released by the Organization for Economic Cooperation and Development on December 2, the inflation rate of G20 economies will gradually fall from 3.4% in 2025 to 2.5% in 2027, and inflation in most economies will return to target levels in mid-2027. Monetary policy differentiation has intensified. The ECB may cut interest rates 5-6 times throughout the year. Many Asian countries may cut interest rates by 75-100 basis points, and the possibility that the Federal Reserve will suspend interest rate cuts in January has sparked widespread discussions in the market. Global public debt pressure is highlighted. The public debt ratio of the OECD economies is expected to reach 113% in 2027, the size of US treasury bonds has exceeded 36 trillion US dollars, and the pressure to pay interest continues to rise.

According to the economic outlook report released by the Organization for Economic Cooperation and Development on December 2, the inflation rate of G20 economies will gradually fall from 3.4% in 2025 to 2.5% in 2027, and inflation in most economies will return to target levels in mid-2027. Monetary policy differentiation has intensified. The ECB may cut interest rates 5-6 times throughout the year. Many Asian countries may cut interest rates by 75-100 basis points, and the possibility that the Federal Reserve will suspend interest rate cuts in January has sparked widespread discussions in the market. Global public debt pressure is highlighted. The public debt ratio of the OECD economies is expected to reach 113% in 2027, the size of US treasury bonds has exceeded 36 trillion US dollars, and the pressure to pay interest continues to rise.