新华财经新加坡6月17日电（记者刘春涛）华侨银行（OCBC）最新报告指出，尽管以色列与伊朗的冲 突升级引发投资者关注，但市场整体反应仍较为克制，未出现恐慌情绪。 华侨银行投资策略常务董事华素·梅农（Vasu Menon）表示，这是以伊双方首次如此公开大规模交火， 引发市场对冲突是否扩大为地区战争的担忧。上周五金价上涨1.5%，标普500指数小幅回落1%，整体跌 幅温和。 分析指出，市场的一大担忧是，这场冲突将如何影响油价。上周五，油价大幅上涨。人们重新担心，伊 朗可能会以霍尔木兹海峡这一全球最重要的石油通道之一为目标。一位伊朗将领在周六表示，德黑兰方 面正在评估是否关闭霍尔木兹海峡。该海峡是连接波斯湾、阿曼湾和阿拉伯海的一条狭窄水道，每天大 约有2000万桶原油及石油产品通过，占全球石油运输量的约20%。一旦该通道被封锁，可能会进一步推 高油价，并加剧市场对通胀的担忧。 然而，分析人士对伊朗会采取关闭霍尔木兹海峡这样极端的做法持怀疑态度。首先，伊朗最大的石油买 家和贸易伙伴是中国，据报道中国吸收了伊朗出口石油的四分之三，一旦封锁海峡，伊朗可能面临来自 中方的反对。事实上，伊朗在2011年、2012年和2018 ...

布伦特原油 新加坡华侨银行：若以伊局势升级为更大的地区冲突，布油价格或触及120美元 金十数据6月13日讯，新加坡华侨银行财富咨询主管Aaron Chwee在一封电子邮件中表示，如果以伊局 势升级为更大的地区冲突，布伦特原油价格可能突破每桶100美元，甚至可能达到每桶120美元。"这将 表明风险情绪脆弱，市场对任何可能导致更大范围升级的事态发展都感到焦虑。"鉴于伊朗在全球石油 市场的关键作用，对伊朗的额外制裁和霍尔木兹海峡贸易路线的中断是不容忽视的。尽管不断升级的地 缘政治紧张局势带来了上行风险，但油价可能只会在短期内受到冲击，该行目前的预测是，2025年， 美、布两油的平均价格分别为63美元/桶和67美元/桶。 ...

新华财经新加坡5月15日电（记者刘春涛）华侨银行（Oversea-Chinese Banking Corporation, 简称 OCBC）14日发布的研究报告指出，尽管美国通胀持续温和回落，但美联储短期内仍无迫切降息意愿。 该行维持年内三次降息、每次25个基点的预期不变，但将首次降息时间从第二季度推迟至第三季度。 根据职位空缺与劳动力流动调查（Job Openings and Labor Turnover Survey，JOLTS），3月职位空缺率 进一步降至4.3%。该指标与失业率共同构成贝弗里奇曲线（Beveridge Curve），是美联储关注的核心指 标之一。最新数据显示，该数据点非常接近历史拟合曲线，表明劳动力市场紧张程度正逐步缓解。 更为重要的是，职位空缺与失业人数比率（Job-to-Unemployment Ratio）进一步降至1.02倍，意味着若 职位空缺继续下降，可能对失业率产生更大影响。 市场预期降温首次降息或推迟至第三季度 受中美贸易形势改善等因素带动，市场对美国经济陷入衰退的担忧显著缓解。预测平台Polymarket数据 显示，美国陷入经济衰退的概率已从4月初的65%降至当前的38 ...

新加坡华侨银行：今年美国经济增速可能大幅放缓至1.4% 金十数据5月13日讯，华侨银行表示，美国经济增速今年可能大幅放缓至1.4%，而2024年的增幅为 2.8%。投资策略董事总经理瓦苏·梅农表示，虽然目前尚不清楚特朗普10%的普遍关税和贸易政策的反 复无常是否会在未来几个月损害美国经济和企业，但这已经造成了很大的经济不确定性，削弱了对美国 资产的信心。调查显示企业和消费者信心受到了影响。然而，目前还不确定这种软数据是否会转化为硬 数据的严重疲软，并导致经济衰退。 ...

While "the trend is your friend" when it comes to short-term investing or trading, timing entries into the trend is a key determinant of success. And increasing the odds of success by making sure the sustainability of a trend isn't easy.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the stock aliv ...

Oversea-Chinese Banking Corporation Limited (OVCHY) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate ...

Oversea-Chinese Banking Corporation Limited (OVCHY) appears an attractive pick, as it has been recently upgraded to a Zacks Rank #1 (Strong Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices. The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Cons ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.Often, the direction of a stock's price movement reverses quickly after taking a position in it, making investors incur a short-term capital loss. So, it's important to ensure that there are enough factors -- such as sound fundamentals, positive earnings estimate rev ...

When it comes to short-term investing or trading, they say "the trend is your friend." And there's no denying that this is the most profitable strategy. But making sure of the sustainability of a trend to profit from it is easier said than done.The trend often reverses before exiting the trade, leading to a short-term capital loss for investors. So, for a profitable trade, one should confirm factors such as sound fundamentals, positive earnings estimate revisions, etc. that could keep the momentum in the st ...