外汇交易员
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外汇交易员· 2025-10-28 02:13
Geopolitical & Strategic Alliance - US and Japan establish framework to secure critical minerals and rare earth supply, signaling strengthened economic and strategic alliance [1] - The agreement, named "New Golden Era for the US-Japan Alliance," highlights the importance of the partnership [1] Industry Focus & Supply Chain - Focus on developing diversified, liquid, and fair markets for critical minerals and rare earths through economic policy tools and coordinated investments [1] - Targeted sectors include permanent magnets, batteries, catalysts, and optical materials, addressing supply chain gaps in these derivative products [1] - Collaboration to identify projects addressing critical mineral and rare earth supply chain vulnerabilities [1]
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外汇交易员· 2025-10-28 00:58
Market Expectations - The market anticipates the Federal Reserve will announce the end of quantitative tightening at the conclusion of this week's policy meeting [1] - A large block trade of 40,000 contracts expiring in November suggests expectations that the November Secured Overnight Financing Rate (SOFR) average will be less than 9 basis points (0.09%) above the expected federal funds rate [1] Trading Activity - A significant block trade involving 40,000 November-expiring contracts was executed on the Chicago Mercantile Exchange (CME) [1]
X @外汇交易员
外汇交易员· 2025-10-27 09:30
Monetary Policy - The People's Bank of China (PBOC) is considering a one-time credit remediation policy to help individuals repair their credit records, where certain defaulted loan information below a certain amount that has been repaid since the pandemic will not be displayed in the credit reporting system [1] - The PBOC will resume open market operations of treasury bond trading [1] - The PBOC will continue to crack down on digital currency speculation and maintain financial order, while dynamically tracking the development of overseas stablecoins [1]