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Be more active-it means that deficit ratio will improve, exceeding 3.5% is expected, and even the second round of 5-10 trillion yuan is expected!Stock market: the word is "stabilize" the property market and the stock market, which means that it is difficult to fall sharply next year. As long as there is a big drop, there will be policies at the bottom, but there is no bull market to take off!Just now, the Politburo meeting was held! Fire line interpretation! China's assets are soaring, FTSE A50 is up over 4%, and A shares will be booming again tomorrow?

Boosting consumption and expanding domestic demand seem to be the focus of next year! It is good for the traditional consumption of automobile, real estate and household appliances.Moderately loose-there will be RRR cuts or interest rate cuts, but the intensity may not be the highest in 10 years!Consumption policy:

After the close, the benefits of the heavy meeting came, which was too timely. Let me explain it to the firewire:Foreign trade:Monetary policy and fiscal policy: