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Understanding valuation: What investors often miss
Yahoo Finance· 2025-06-10 10:00
[Music] Welcome to Stocks and Translation, Yahoo Finance's video podcast that cuts through the market mayhem, the noisy numbers, and the hyperbole to give you the information you need to make the right trade for your portfolio. I'm Jared Blickery, your host. And with me is the people's voice, Sydney Frerieded, who's here to ask the people's questions, speaking as the people's spirit moves.First, please like, subscribe, and comment on Stocks and Translation on Spotify, Apple Music, Amazon, or YouTube. And to ...
US consumers are cautious but still spending: Visa economist
Yahoo Finance· 2025-06-09 05:57
Welcome to a new episode of the opening bid podcast. I'm Yahoo Finance executive editor Brian Sazi. Like I always say, this is a podcast will make you a smarter investor, period.And you're going to get smarter on all things uh economy here at this very pivotal moment for the US economy. Joining me now is Visa chief economist Wayne Best. Wayne, good to see you.It's been a while. Last time I saw you in our Yahoo headquarters in New York City, it came with a bunch of charts and tables. So, um, welcome back.App ...
早盘直击 | 今日行情关注
申万宏源证券上海北京西路营业部· 2025-05-06 01:53
Group 1 - The A-share market continues to show narrow fluctuations, maintaining a stable consolidation phase [1] - The upcoming disclosure of annual and quarterly reports has led to cautious behavior among investors, who are adopting a short-term wait-and-see approach [1] - The approaching "May Day" holiday and recent volatility in overseas markets have further contributed to the cautious sentiment among market participants [1] Group 2 - April's A-share market is expected to close steadily, supported by a policy focus on stability and the presence of institutional funds and share buyback plans from listed companies [1] - The market outlook for May is positive, with a solid foundation laid for post-holiday trading due to the anticipated support from institutional investors [1] - Key factors to monitor include overseas market performance during the holiday and the release of April's macroeconomic data, which will influence market activity [1]
【UNFX课堂】外汇分析不同货币对的基本面因素
Sou Hu Cai Jing· 2025-05-04 04:03
Group 1: Major Currency Pairs - EUR/USD is influenced by the policy divergence between the Fed and ECB, with the Fed's aggressive rate hikes in 2022 boosting the dollar [1]. - Economic data comparisons such as GDP, CPI, and various economic indices are critical for EUR/USD analysis [1]. - Geopolitical risks, particularly the impact of the Russia-Ukraine conflict on European energy supply, affect the euro's performance [2]. - The USD/JPY pair is driven by the interest rate differential and the Bank of Japan's yield curve control policy, with adjustments in policy leading to significant currency movements [4][5]. - The USD/JPY is also affected by global risk sentiment, with a negative correlation to the VIX index [6]. - GBP/USD is shaped by the Bank of England's policy challenges, particularly balancing persistent inflation above 10% with recession risks [9]. - Post-Brexit trade issues and high energy prices further complicate the GBP/USD outlook [10][11]. Group 2: Commodity Currency Pairs - AUD/USD is primarily driven by commodity prices, especially iron ore, which constitutes 40% of Australia's exports [13]. - Changes in Chinese demand, particularly in real estate, significantly impact AUD/USD [14]. - The USD/CAD pair is influenced by oil prices, with Canada being the fourth-largest oil exporter globally [18]. - The Canadian economy's reliance on U.S. trade, with over 75% of exports going to the U.S., also plays a crucial role in USD/CAD dynamics [20]. Group 3: Safe-Haven Currency Pairs - USD/CHF is affected by European political risks, with the Swiss franc acting as a safe haven during crises [22]. - The Swiss economy's low inflation and high current account surplus support the long-term appreciation of the franc [23]. - Gold (XAU/USD) is influenced by geopolitical tensions and central bank gold purchases, with significant demand seen in 2022 [27]. Group 4: Emerging Market Currency Pairs - The USD/TRY pair is impacted by extreme inflation in Turkey, which exceeded 80% in 2023, alongside irrational monetary policy decisions [32]. - The Turkish lira's depreciation is exacerbated by insufficient foreign reserves covering less than three months of imports [33]. - Geopolitical risks related to Turkey's relations with the U.S. and Europe also affect investor confidence [34]. Group 5: Fundamental Analysis Tools - Economic indicators are prioritized differently for various currency pairs, with CPI differences and central bank decisions being top indicators for EUR/USD [36]. - Data release timings, such as U.S. non-farm payrolls and CPI, are critical for market volatility [37]. - A comprehensive analysis framework is essential for understanding the dynamics of currency pairs, focusing on both long-term structural factors and short-term events [46].