Aerospace components manufacturer Forgital is in talks to be sold by The Carlyle Group to another PE firm, with Stonepeak, Cinven and JP Morgan making offers, Reuters reported.
The environmental services business of Canada-based GFL Environmental is in talks to be acquired by a PE firm, with Apollo Global Management, EQT and Stonepeak among potential buyers, Bloomberg reported.
Novo Holdings received regulatory approval to acquire Catalent, a New Jersey-based drug manufacturer.
The renewables project development business of Greencells Group has been acquired by Davidson Kempner and Nature Infrastructure Capital.
CVC Capital Partners made a voluntary tender offer for Compu Group Medical's outstanding shares at €22 per share, representing a 33.5% premium to Friday's closing price.
Keensight Capital acquired a majority stake in MetaCompliance, a human risk management software vendor based in Northern Ireland.
Inflexion has acquired a majority stake in Nodor Group, a UK-based darts equipment brand.
Kester Capital acquired Emas Pharma, a UK-based global clinical research organization specializing in therapeutic areas like oncology and rare diseases.
Exits
NYSE-listed Arthur J. Gallagher & Co is in talks to acquire PE-backed insurance broker AssuredPartners in a $12 billion deal, Bloomberg reported.
Karman Space & Defense, which develops space and missile technology, is in talks to pursue an IPO or be sold by owner Trive Capital in a deal that could value the company around $3 billion, Bloomberg reported.
Kioxia, a Japanese chipmaker backed by Bain Capital, raised $800 million through its IPO in Tokyo. The company is set to list on Dec. 18.
GIC hired JPMorgan Chase as advisor for a potential sale of its 50% stake in Greenko Energy, an India-based wind farm operator, Bloomberg reported.
Fundraising
Bay Area-based Centana Growth Partners raised $600 million for its third fund targeted at investments in the fintech sector.
Dimension, which focuses on life science and technology investments, launched its second VC fund targeted at $500 million in commitments.
Spanish investor Buenavista Equity Partners held a €100 million first close for BV Healthcare Growth Innvierte I.
Heartcore Capital closed Fund V on €170 million, to invest in early-stage European technology founders.
Chequers Capital closed Chequers Capital Fund XVIII on €1.2 billion.
Investors
Germany's Allianz has halted talks with Amundi's majority shareholder Crédit Agricole over a potential merger with the French investment group that would create a €2.8 trillion asset manager, Reuters reported.
Corporate M&A
Chocolate giant Hershey Co. is in talks to be acquired by Chicago-based Mondelez, which also makes snacks and candies, Bloomberg reported.
The environmental services business of Canada-based GFL Environmental is in talks to be acquired by a PE firm, with Apollo Global Management, EQT and Stonepeak among potential buyers, Bloomberg reported.
Novo Holdings received regulatory approval to acquire Catalent, a New Jersey-based drug manufacturer.
The renewables project development business of Greencells Group has been acquired by Davidson Kempner and Nature Infrastructure Capital.
CVC Capital Partners made a voluntary tender offer for Compu Group Medical's outstanding shares at €22 per share, representing a 33.5% premium to Friday's closing price.
Keensight Capital acquired a majority stake in MetaCompliance, a human risk management software vendor based in Northern Ireland.
Inflexion has acquired a majority stake in Nodor Group, a UK-based darts equipment brand.
Kester Capital acquired Emas Pharma, a UK-based global clinical research organization specializing in therapeutic areas like oncology and rare diseases.
Exits
NYSE-listed Arthur J. Gallagher & Co is in talks to acquire PE-backed insurance broker AssuredPartners in a $12 billion deal, Bloomberg reported.
Karman Space & Defense, which develops space and missile technology, is in talks to pursue an IPO or be sold by owner Trive Capital in a deal that could value the company around $3 billion, Bloomberg reported.
Kioxia, a Japanese chipmaker backed by Bain Capital, raised $800 million through its IPO in Tokyo. The company is set to list on Dec. 18.
GIC hired JPMorgan Chase as advisor for a potential sale of its 50% stake in Greenko Energy, an India-based wind farm operator, Bloomberg reported.
Fundraising
Bay Area-based Centana Growth Partners raised $600 million for its third fund targeted at investments in the fintech sector.
Dimension, which focuses on life science and technology investments, launched its second VC fund targeted at $500 million in commitments.
Spanish investor Buenavista Equity Partners held a €100 million first close for BV Healthcare Growth Innvierte I.
Heartcore Capital closed Fund V on €170 million, to invest in early-stage European technology founders.
Chequers Capital closed Chequers Capital Fund XVIII on €1.2 billion.
Investors
Germany's Allianz has halted talks with Amundi's majority shareholder Crédit Agricole over a potential merger with the French investment group that would create a €2.8 trillion asset manager, Reuters reported.
Corporate M&A
Chocolate giant Hershey Co. is in talks to be acquired by Chicago-based Mondelez, which also makes snacks and candies, Bloomberg reported.
Forwarded from [삼성 전종규] 차이나는 투자전략 (전종규)
정치국 부양, 이 정도가 좋다
제한된 강세
블룸버그에서 보도한 것처럼 정치국회의에서 강한 수사를 사용한 "중국 부양정책"에도 시장의 반등은 제한적이었습니다.
- 적절한 반응입니다. 9월말 정책전환에 의해 20% 지수 반등이 있었기에 이제는 규모와 실체를 확인해가는 시간입니다.
- 12월 경제공작회의와 3월 양회가 숫자를 확인해가는 이벤트이고 정부는 금리인하와 같은 정책 Easing을 꾸준히 보여줄 것으로 예상합니다.
t.iss.one/jkc123
제한된 강세
블룸버그에서 보도한 것처럼 정치국회의에서 강한 수사를 사용한 "중국 부양정책"에도 시장의 반등은 제한적이었습니다.
- 적절한 반응입니다. 9월말 정책전환에 의해 20% 지수 반등이 있었기에 이제는 규모와 실체를 확인해가는 시간입니다.
- 12월 경제공작회의와 3월 양회가 숫자를 확인해가는 이벤트이고 정부는 금리인하와 같은 정책 Easing을 꾸준히 보여줄 것으로 예상합니다.
t.iss.one/jkc123
Forwarded from Market News Feed
Forwarded from Market News Feed
RAPIDUS COLLABORATES WITH SYNOPSYS FOR CHIP DESIGN CYCLES ...
아르헨티나 규제 철폐
트럼프 취임에 맞추어 미국-아르헨 FTA 체결을 목표로 자본시장, 외환시장 규제 대폭 철폐 예정
밀레이는 매우 유명한 트럼프빠
https://news.bloombergtax.com/international-trade/milei-vows-to-ax-capital-controls-and-negotiate-trump-trade-deal
트럼프 취임에 맞추어 미국-아르헨 FTA 체결을 목표로 자본시장, 외환시장 규제 대폭 철폐 예정
밀레이는 매우 유명한 트럼프빠
https://news.bloombergtax.com/international-trade/milei-vows-to-ax-capital-controls-and-negotiate-trump-trade-deal
Bloombergtax
Milei Vows to Ax Capital Controls and Negotiate Trump Trade Deal
Argentine President Javier Milei promised to lift capital and currency controls next year while his administration intends to negotiate a free trade agreement with the US once Donald Trump takes office.
Forwarded from Market News Feed
중국이 손 놓은 것
- 관영언론으로 언플하고 시중에 물량 쏟아내며 걱정하는 척이라도 했던 채권버블(=너무 낮은 국채금리) 우려
-> 2% 무너진 이후로는 언급 하나도 없음
- 환율
-> USDCNY 7.0이 중요하다더니 요즘 언급 하나도 없음 2
- 관영언론으로 언플하고 시중에 물량 쏟아내며 걱정하는 척이라도 했던 채권버블(=너무 낮은 국채금리) 우려
-> 2% 무너진 이후로는 언급 하나도 없음
- 환율
-> USDCNY 7.0이 중요하다더니 요즘 언급 하나도 없음 2
❤1👍1
Forwarded from 한투증권 중국/신흥국 정정영
* 해당 뉴스 이후 순식간에 위안화 환율이 튀어올랐습니다. 코멘트 작성하는 동안 살짝 내려왔네요
>> 중국은 트럼프 1기때도 급격한 위안화 절하로 결국 환율조작국에 포함된 경험이 있습니다. 지금 가동시키고자하는 재정+통화 정책 패키지와도 어색한 조합입니다. 위안화 가치 방어가 더 중요한 상황으로 생각합니다
=========================
~ China's top leaders and policymakers are considering allowing the yuan to weaken in 2025 as they brace for higher trade tariffs in a second Donald Trump presidency in the United States
https://www.reuters.com/markets/currencies/chinese-authorities-are-considering-weaker-yuan-trump-trade-risks-loom-sources-2024-12-11/
>> 중국은 트럼프 1기때도 급격한 위안화 절하로 결국 환율조작국에 포함된 경험이 있습니다. 지금 가동시키고자하는 재정+통화 정책 패키지와도 어색한 조합입니다. 위안화 가치 방어가 더 중요한 상황으로 생각합니다
=========================
~ China's top leaders and policymakers are considering allowing the yuan to weaken in 2025 as they brace for higher trade tariffs in a second Donald Trump presidency in the United States
https://www.reuters.com/markets/currencies/chinese-authorities-are-considering-weaker-yuan-trump-trade-risks-loom-sources-2024-12-11/
VC Deals
Mumbai-based Mintifi, which offers a platform for supply chain financing, raised a $180 million Series E led by Teachers' Venture Growth, an arm of the Ontario Teachers' Pension Plan.
Speak, a startup developing a language learning platform, secured a $78 million Series C led by Accel that values the company at $1 billion.
Cybersecurity startup Astrix Security raised a $45 million Series B led by Menlo Ventures.
Aqemia, a Paris-based drug discovery startup, raised $38 million in a round led by Cathay Innovation.
Tel Aviv-based Riverside, which offers a podcast recording platform, secured a $30 million Series C led by Zeev Ventures.
WeaveGrid, which specializes in integrating electric vehicle adoption, raised a $28 million round led by Woven Capital.
Next Sense, an Amsterdam-based smart-building specialist, completed an €1.5 million Series A led by ABP and ETF Partners.
PE Deals
Walgreens is in talks with Sycamore Partners for a take-private deal that could value the drugstore chain at nearly $8 billion, The Wall Street Journal reported.
Topcon is considering takeover bids from KKR, EQT and Japan Investment, with a second bidding round expected by the end of December, Bloomberg reported.
Bakery chain Gail's, based in the UK, is in talks to be acquired by McWin Capital Partners, Bloomberg reported.
Ardian acquired Atout-Box, a French self-storage provider.
Star Capital acquired Subsea Technology & Rentals, a Texas-based subsea sensor equipment provider.
Invalda plans to buy shares in Romania's Pehart Group, a paper products producer.
Lee Equity agreed to acquire Cooper Parry from Waterland Private Equity.
Exits
TeamViewer acquired New York-based DEX solutions provider 1E from The Carlyle Group for $720 million.
Portugal-based bank Novo Banco has begun exploring opportunities for an IPO.
ServiceTitan, a California-based software startup, is seeking a $5.95 billion valuation in its IPO.
WPAI, a startup that develops AI integration solutions for WordPress, has been acquired by VC-backed Automattic.
Fundraising
Apollo Global Management is preparing to launch its 11th PE fund targeted at $25 billion, Bloomberg reported. The fund would be Apollo's largest PE fund to date.
Munich Private Equity Partners closed its fifth fund-of-funds program, MPEP V, with €440 million, surpassing its target of €300 million.
Laude Ventures, a new VC firm owned by Andy Konwinski, Pete Sonsini and Andrew Krioukov, raised $150 million for its first fund, Forbes reported.
Investors
Pacific Avenue Capital Partners opened a European office in Paris led by Xavier Lambert as managing director.
Corporate M&A
President Joe Biden will block the $14.1 billion acquisition of US Steel by Nippon Steel, Bloomberg reported.
A US judge blocked the $24.6 billion deal for Kroger to acquire Albertsons.
Mumbai-based Mintifi, which offers a platform for supply chain financing, raised a $180 million Series E led by Teachers' Venture Growth, an arm of the Ontario Teachers' Pension Plan.
Speak, a startup developing a language learning platform, secured a $78 million Series C led by Accel that values the company at $1 billion.
Cybersecurity startup Astrix Security raised a $45 million Series B led by Menlo Ventures.
Aqemia, a Paris-based drug discovery startup, raised $38 million in a round led by Cathay Innovation.
Tel Aviv-based Riverside, which offers a podcast recording platform, secured a $30 million Series C led by Zeev Ventures.
WeaveGrid, which specializes in integrating electric vehicle adoption, raised a $28 million round led by Woven Capital.
Next Sense, an Amsterdam-based smart-building specialist, completed an €1.5 million Series A led by ABP and ETF Partners.
PE Deals
Walgreens is in talks with Sycamore Partners for a take-private deal that could value the drugstore chain at nearly $8 billion, The Wall Street Journal reported.
Topcon is considering takeover bids from KKR, EQT and Japan Investment, with a second bidding round expected by the end of December, Bloomberg reported.
Bakery chain Gail's, based in the UK, is in talks to be acquired by McWin Capital Partners, Bloomberg reported.
Ardian acquired Atout-Box, a French self-storage provider.
Star Capital acquired Subsea Technology & Rentals, a Texas-based subsea sensor equipment provider.
Invalda plans to buy shares in Romania's Pehart Group, a paper products producer.
Lee Equity agreed to acquire Cooper Parry from Waterland Private Equity.
Exits
TeamViewer acquired New York-based DEX solutions provider 1E from The Carlyle Group for $720 million.
Portugal-based bank Novo Banco has begun exploring opportunities for an IPO.
ServiceTitan, a California-based software startup, is seeking a $5.95 billion valuation in its IPO.
WPAI, a startup that develops AI integration solutions for WordPress, has been acquired by VC-backed Automattic.
Fundraising
Apollo Global Management is preparing to launch its 11th PE fund targeted at $25 billion, Bloomberg reported. The fund would be Apollo's largest PE fund to date.
Munich Private Equity Partners closed its fifth fund-of-funds program, MPEP V, with €440 million, surpassing its target of €300 million.
Laude Ventures, a new VC firm owned by Andy Konwinski, Pete Sonsini and Andrew Krioukov, raised $150 million for its first fund, Forbes reported.
Investors
Pacific Avenue Capital Partners opened a European office in Paris led by Xavier Lambert as managing director.
Corporate M&A
President Joe Biden will block the $14.1 billion acquisition of US Steel by Nippon Steel, Bloomberg reported.
A US judge blocked the $24.6 billion deal for Kroger to acquire Albertsons.
💯1
바이든 행정부가 끝나기 전에 크게 하나 날리고 가네요
https://www.albertsonscompanies.com/newsroom/press-releases/news-details/2024/Albertsons-Files-Lawsuit-Against-Kroger-for-Breach-of-Merger-Agreement/default.aspx
Kroger... refusing to divest assets necessary for antitrust approval, ignoring regulators’ feedback, rejecting stronger divestiture buyers and failing to cooperate with Albertsons.
https://www.albertsonscompanies.com/newsroom/press-releases/news-details/2024/Albertsons-Files-Lawsuit-Against-Kroger-for-Breach-of-Merger-Agreement/default.aspx
Kroger... refusing to divest assets necessary for antitrust approval, ignoring regulators’ feedback, rejecting stronger divestiture buyers and failing to cooperate with Albertsons.
Albertsonscompanies
Albertsons Files Lawsuit Against Kroger for Breach of Merger Agreement
Kroger refused to offer an adequate divesture package and repeatedly ignored regulators’ concerns, causing the merger with Albertsons to be blocked Seeks billions of dollars in damages to account for harm to Albertsons’ business, consumers, associates and…
👍1
Forwarded from 한국경제 (@The Korea Economic Daily)
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing]
https://www.hankyung.com/article/202412122108i
https://www.hankyung.com/article/202412122108i
한국경제
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing]
프라이머, 초기 스타트업을 위한 ‘프라이머 배치 26기' 모집[Geeks' Briefing], 김주완 기자, 경제
👍1
Forwarded from 投資, 아레테
People
David Bonderman, the co-founder of alternative asset manager TPG, which has about $239 billion assets under management, died at age 82.
VC Deals
Noema Pharma, a Swiss biotech startup, raised a 130 million Swiss franc (around $147 million) Series B from investors including EQT Life Sciences, Forbion and Jeito Capital.
Angitia Biopharmaceuticals, which develops treatments for bone and muscle diseases, raised a $120 million Series C led by Bain Capital Life Sciences.
Connecticut-based Veradermics, which develops drugs to treat skin and hair conditions, raised a $75 million Series B led by Suvretta Capital Management.
Sports safety and insurance specialist Players Health, based in Minneapolis, raised a $60 Million Series C Led by Bluestone Equity Partners.
Montreal-based Flare, a startup developing a cyber threat intelligence platform, raised a $30 million Series B led by Base10 Partners.
Mynt, a Stockholm-based corporate credit card and spend management startup, secured €22 million in a Series B led by Vor Capital.
Albert Invent, which develops an AI platform for use in chemical research, raised a $22.5 million Series A led by Coatue.
Biomemory, a Paris-based biodigital data storage provider, raised an $18 million Series A led by Crédit Mutuel Innovation, Bpifrance and Blast Club.
SpotmyEnergy, a German smart meter startup, raised a €10.5 million seed investment led by Norrsken VC.
PE Deals
Bain Capital launched a $4.3 billion counterbid for software company Fuji Soft after KKR offered $4.1 billion last month.
Nasdaq-listed dental products distributor Patterson has been acquired by Patient Square Capital in a $2.8 billion deal.
FIGS, a NYSE-listed healthcare apparel company, is in talks to be taken private by Story3 Capital Partners in a deal that could value the company over $1 billion, The Wall Street Journal reported.
Bosch is considering a sale of its security systems assets to Triton Partners in a deal that could value the operations at around €700 million, Bloomberg reported.
Blackstone is in talks to back out of its joint bid with TPG to acquire eye care products company Bausch + Lomb, The Financial Times reported.
Workplace supply and uniform company Vestis may delist from the NYSE, with PE firms including Advent International and Apollo Global Management interested in a take-private, Reuters reported.
Klaxoon, a Eurazeo-backed French B2B startup that develops visual collaboration software, was acquired by San Diego-based Wrike, which is backed by STG Partners.
Insight Partners-backed Echo AI, which uses generative AI in a customer conversation platform, was acquired by Thoma Bravo-backed customer interaction analytics specialist Calabrio.
Main Capital acquired a majority stake in TMA, a Netherlands-based talent management company.
Exits
VC-backed Elios Vision, a company that develops a minimally invasive glaucoma procedure, has been acquired by Bausch + Lomb.
DeA Capital sold its 30% stake in OMB Saleri, a sustainable mobility components producer.
Fundraising
Energy Capital Partners will launch its sixth fund in January 2025 targeted at $5 billion in capital commitments, Infrastructure Investor reported.
UAE-based Iliad Partners has launched a $50 million MENA-focused fund targeting early-stage B2B software startups.
Investors
Hamilton Lane is looking to offer tokenized versions of its funds via the Allfunds Blockchain platform.
David Bonderman, the co-founder of alternative asset manager TPG, which has about $239 billion assets under management, died at age 82.
VC Deals
Noema Pharma, a Swiss biotech startup, raised a 130 million Swiss franc (around $147 million) Series B from investors including EQT Life Sciences, Forbion and Jeito Capital.
Angitia Biopharmaceuticals, which develops treatments for bone and muscle diseases, raised a $120 million Series C led by Bain Capital Life Sciences.
Connecticut-based Veradermics, which develops drugs to treat skin and hair conditions, raised a $75 million Series B led by Suvretta Capital Management.
Sports safety and insurance specialist Players Health, based in Minneapolis, raised a $60 Million Series C Led by Bluestone Equity Partners.
Montreal-based Flare, a startup developing a cyber threat intelligence platform, raised a $30 million Series B led by Base10 Partners.
Mynt, a Stockholm-based corporate credit card and spend management startup, secured €22 million in a Series B led by Vor Capital.
Albert Invent, which develops an AI platform for use in chemical research, raised a $22.5 million Series A led by Coatue.
Biomemory, a Paris-based biodigital data storage provider, raised an $18 million Series A led by Crédit Mutuel Innovation, Bpifrance and Blast Club.
SpotmyEnergy, a German smart meter startup, raised a €10.5 million seed investment led by Norrsken VC.
PE Deals
Bain Capital launched a $4.3 billion counterbid for software company Fuji Soft after KKR offered $4.1 billion last month.
Nasdaq-listed dental products distributor Patterson has been acquired by Patient Square Capital in a $2.8 billion deal.
FIGS, a NYSE-listed healthcare apparel company, is in talks to be taken private by Story3 Capital Partners in a deal that could value the company over $1 billion, The Wall Street Journal reported.
Bosch is considering a sale of its security systems assets to Triton Partners in a deal that could value the operations at around €700 million, Bloomberg reported.
Blackstone is in talks to back out of its joint bid with TPG to acquire eye care products company Bausch + Lomb, The Financial Times reported.
Workplace supply and uniform company Vestis may delist from the NYSE, with PE firms including Advent International and Apollo Global Management interested in a take-private, Reuters reported.
Klaxoon, a Eurazeo-backed French B2B startup that develops visual collaboration software, was acquired by San Diego-based Wrike, which is backed by STG Partners.
Insight Partners-backed Echo AI, which uses generative AI in a customer conversation platform, was acquired by Thoma Bravo-backed customer interaction analytics specialist Calabrio.
Main Capital acquired a majority stake in TMA, a Netherlands-based talent management company.
Exits
VC-backed Elios Vision, a company that develops a minimally invasive glaucoma procedure, has been acquired by Bausch + Lomb.
DeA Capital sold its 30% stake in OMB Saleri, a sustainable mobility components producer.
Fundraising
Energy Capital Partners will launch its sixth fund in January 2025 targeted at $5 billion in capital commitments, Infrastructure Investor reported.
UAE-based Iliad Partners has launched a $50 million MENA-focused fund targeting early-stage B2B software startups.
Investors
Hamilton Lane is looking to offer tokenized versions of its funds via the Allfunds Blockchain platform.
❤1
쇼츠 보다가... 일본에서 은퇴할 나이인데도 후계자 못 찾는 기업들 M&A 매칭해주는 기업 주가가 급등했던 적이 있는데, 미국도 요즘 학벌 좋은 청년들이 지루하고 오래된 산업의 기업 인수하는게 대세라고
이미 자리잡은 기업을 인수하는 방식이다보니 스타트업 대비 자금 조달이 용이한 반면 생산성을 향상시킬 여지는 많고 오래 갈 수 있는게 장점으로 보임
https://youtube.com/shorts/r-K_DtSId0Y
이미 자리잡은 기업을 인수하는 방식이다보니 스타트업 대비 자금 조달이 용이한 반면 생산성을 향상시킬 여지는 많고 오래 갈 수 있는게 장점으로 보임
https://youtube.com/shorts/r-K_DtSId0Y
YouTube
역대 최대 부의 이전이 시작된다🤑
"낡고 지루한 사업 속에도 기회는 숨겨져 있다."SBA 판매자 금융(Seller-based financing)은 사업을 구매할 때, 판매자가 구매자에게 직접 대출을 해주는 방식입니다. 구매자는 사업을 인수하면서 일부 금액을 판매자에게 지불하고, 나머지 금액은 일정 기간 동안 판매자...
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Forwarded from Market News Feed
ONTARIO PREMIER DOUG FORD THREATENS TO CUT OFF ENERGY EXPORTS TO THE US IF TRUMP IMPOSES TARIFFS.
OH NO, WHERE WILL TWO DATA CENTERS GET THEIR POWER FROM? ...
OH NO, WHERE WILL TWO DATA CENTERS GET THEIR POWER FROM? ...
Forwarded from 하나 중국/신흥국 전략 김경환
•브라질 중앙은행 기준금리 100bp 인상
•향후 두차례 회의에서 같은폭 인상 예고
>巴西央行加息100个基点，预告未来两次会议将同等加息幅度 : 巴西央行上调基准贷款利率100个基点，至12.25%。决议声明称，预计未来两次会议将采用相同的加息幅度。未来的利率决定将受CPI目标的引导。央行将在实现目标方面坚守承诺。央行将关注CPI和CPI预期等。最新货币政策决定获得一致通过。
•향후 두차례 회의에서 같은폭 인상 예고
>巴西央行加息100个基点，预告未来两次会议将同等加息幅度 : 巴西央行上调基准贷款利率100个基点，至12.25%。决议声明称，预计未来两次会议将采用相同的加息幅度。未来的利率决定将受CPI目标的引导。央行将在实现目标方面坚守承诺。央行将关注CPI和CPI预期等。最新货币政策决定获得一致通过。