外汇交易员
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外汇交易员· 2025-09-19 07:11
Policy Adjustment - Shanghai's new housing policy adjusts property tax for non-local residents, offering exemptions to high-level talents, key industry personnel with Shanghai residence permits, and those with 3+ years of residence, for their first home purchase [1] - The policy extends tax benefits, previously exclusive to Shanghai residents with multiple properties (up to 60 square meters per person), to eligible non-local families [1] - New homes purchased within Shanghai, considered the family's first home, are temporarily exempt from property tax [2] - For new homes purchased as the family's second or subsequent property, if the combined family housing area does not exceed 60 square meters per person (including the 60 square meter tax-exempt area), the new home is temporarily exempt from property tax [2]
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外汇交易员· 2025-09-19 05:45
Market Trends & Trade Dynamics - As of September 11th, nearly two weeks into the new sales season, China has not booked any US soybean shipments, a first since 1999 [1] - Last year, the US accounted for one-fifth (20%) of China's soybean imports, valued at over $12 billion [1] - US soybean exports to China represented more than half (over 50%) of the total US soybean exports last year [1] Geopolitical & Economic Strategy - China is leveraging commodities as bargaining chips in broader trade negotiations [1]
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外汇交易员· 2025-09-19 04:01
Monetary Policy - Bank of Japan (BOJ) maintains interest rates as expected [1] - BOJ to begin selling its ETF and J-REIT holdings, decision passed unanimously [1] - Annual ETF sales target of ¥330 billion (approximately $2.1 billion USD based on current exchange rates), with future adjustments possible [1] Market Impact - Yen strengthens against other currencies [1] - USD/JPY declines by 50 points in the short term [1] - BOJ's quantitative tightening (QT) reduces Yen supply, potentially preparing for interest rate hikes, driving Yen appreciation [1]
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外汇交易员· 2025-09-19 03:12
Geopolitical Implications - US government potentially shifts policy on Taiwan military aid due to US-China trade talks and potential Xi-Trump meeting [1] - US government rejects approving over $400 million in military aid to Taiwan [1] - US government informally notifies Congress of a potential $500 million weapon sale to Taiwan [1]