利率

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英国央行货币政策委员格林:总体而言,我认为关税将对英国产生反通胀作用,这也是我决定利率的一个因素。
news flash· 2025-05-12 10:48
英国央行货币政策委员格林:总体而言,我认为关税将对英国产生反通胀作用,这也是我决定利率的一 个因素。 ...
5月10日电,美联储COOK表示,关税政策可能会降低生产率,限制潜在产出,增加通胀压力。
news flash· 2025-05-09 23:50
智通财经5月10日电,美联储COOK表示,关税政策可能会降低生产率,限制潜在产出,增加通胀压 力。生产率较低的经济可能需要更高的利率来遏制通货膨胀。 ...
美元走高拖累贵金属 日内关注美联储官员最新评论
Jin Tou Wang· 2025-05-09 03:00
【行情回顾】 周四,特朗普宣布与英国达成"突破性"贸易协议,美元指数触及4月10日以来的最高读数,最终收涨 0.76%,报99.86。现货黄金则一度下触3290美元,最终收跌1.79%,报3304.98美元/盎司;现货白银收跌 0.15%,报32.45美元/盎司。 【要闻汇总】 摘要周四,特朗普宣布与英国达成"突破性"贸易协议,美元指数触及4月10日以来的最高读数,最终收 涨0.76%,报99.86。现货黄金则一度下触3290美元,最终收跌1.79%,报3304.98美元/盎司;现货白银收 跌0.15%,报32.45美元/盎司。 MarketPulse by OANDA分析师Zain Vawda说,"理论上讲,此举应该会提振金价,因为来自亚洲大国的 需求增加会成为一个因素。然而,目前的市场动态主要是围绕关税的发展。" 周四数据方面,美国经济报告显示劳动力市场依然稳固,这让美联储松了一口气。周三美联储维持利率 不变。与此同时,美联储主席鲍威尔表示,他不急于降低利率。交易员等待周五美联储官员的最新评 论。 【交易思路】 国际黄金:下方关注3290美元或3260美元附近支撑;上方关注3350美元或3380美元附近阻 ...
贝利:英国通胀下滑的态势仍在继续。利率并非处于“自动驾驶”状态。不预计通胀飙升的现象会持续。
news flash· 2025-05-08 11:36
Core Viewpoint - The downward trend of inflation in the UK continues, and there is no expectation of a sustained surge in inflation [1] Group 1 - Interest rates are not in an "autopilot" mode, indicating a more active approach to monetary policy [1] - The expectation is that inflation will not experience a significant spike in the near future [1]
英国央行货币政策委员曼恩和英国央行首席经济学家皮尔投票决定维持利率不变。
news flash· 2025-05-08 11:08
英国央行货币政策委员曼恩和英国央行首席经济学家皮尔投票决定维持利率不变。 ...
新能源及有色金属日报:美联储维持利率不变-20250508
Hua Tai Qi Huo· 2025-05-08 02:59
新能源及有色金属日报 | 2025-05-08 美联储维持利率不变 市场要闻与重要数据 今日凌晨,美联储议息会议连续第三次维持利率不变,声明中强调通胀和失业率上升的风险走高。鲍威尔高呼不 确定性因素以及继续观望等待的成本很低,表示不急于降息。鲍威尔还称无意主动与特朗普会晤,后者的降息呼 吁无碍美联储的工作。美元有所走强,黄金则是出现冲高回落的情况。地缘方面,印度将在拉贾斯坦邦靠近国际 边界的地区开展大规模空战演习,此外印度方面还表示,如果巴基斯坦对袭击做出回应,印度也将做出回应。乌 克兰方面,乌克兰央行行长正在开始审议是否应该把欧元而不是美元作为参考货币。 期货行情与成交量: 2025-05-07,沪金主力合约开于 802.00元/克,收于 803.50元/克,较前一交易日收盘 1.09%。当日成交量为 413639手,持仓量为 188308手。昨日夜盘沪金主力合约开于 803.10 元/克,收于 802.68 元/克,较昨日午后收盘 上涨0.07%。 2025-05-07,沪银主力合约开于 8240元/千克,收于 8252元/千克,较前一交易日收盘-1.31%。当日成交量为 537686手,持仓量 2303 ...
随着利率下降,美国上周抵押贷款申请攀升
news flash· 2025-05-07 12:47
Core Viewpoint - The decline in mortgage rates has led to an increase in mortgage applications in the U.S., marking the first growth in four weeks [1] Group 1: Mortgage Application Trends - The purchase application index surged by 11.1%, the largest increase since January of this year [1] - The refinancing index also experienced a similar rate of growth [1] Group 2: Interest Rate Movements - As of the week ending May 2, the 30-year mortgage contract rate decreased by 5 basis points to 6.84% [1] - The five-year adjustable mortgage rate increased but remains below mid-April levels [1] Group 3: Market Influences - Mortgage rates are following the trend of U.S. Treasury yields, which have mostly declined over the past week [1] - Investors are awaiting comments from Federal Reserve Chairman Jerome Powell regarding the officials' stance on interest rates [1]
刚刚!人民币直线拉升!金价跳水
Zheng Quan Shi Bao Wang· 2025-05-07 00:18
今日早间,离岸人民币兑美元拉升逾200点,一度升破7.19。 分析称,特朗普关税不确定性继续令美股承压。据媒体援引来自英国和美国官员的消息报道称,英国接近与美国达成一项贸易协议,其中包括降低英国钢 铁和汽车关税的出口配额,该协议可能将于本周签署。报道称,该协议将使部分英国出口商品得以避免特朗普对钢铁和汽车额外征收25%关税所带来的全 部冲击。 今日早间,商务部新闻发言人就中美经贸高层会谈答记者问:近期,美方高层不断就调整关税措施放风,并通过多种渠道主动向中方传递信息,希望就关 税等问题与中方谈起来。中方对美方信息进行了认真评估。在充分考虑全球期待、中方利益、美国业界和消费者呼吁的基础上,中方决定同意与美方进行 接触。何立峰副总理作为中美经贸中方牵头人,将在访问瑞士期间,与美方牵头人美国财长贝森特举行会谈。 美股收跌 隔夜美股三大指数集体收跌,道指跌0.95%,纳指跌0.87%,标普500指数跌0.77%。 热门中概股多数上涨,纳斯达克中国金龙指数收涨0.42%。 欧洲三大股指收盘涨跌不一,德国DAX指数跌0.41%,法国CAC40指数跌0.40%,英国富时100指数涨0.01%。 欧美关税谈判方面,据知情人士 ...
利率 - 5月,利率创新低
2025-05-06 15:27
Summary of Conference Call Records Industry Overview - The records primarily discuss the bond market and its dynamics in the context of macroeconomic factors, particularly focusing on interest rates, government debt supply, and the impact of U.S.-China relations on the market [1][2][3][5][8]. Key Points and Arguments Interest Rates and Monetary Policy - Current funding rates are inverted compared to bond market rates, raising market concerns; however, historical experience suggests maintaining a loose monetary policy in the face of uncertainty is advisable [1][3][4]. - The central bank has signaled a direction of easing through reverse repos and MLF operations, indicating that even without immediate further easing, hesitation should be avoided to prevent missing opportunities [1][4][15]. - The overall view for the bond market in May remains bullish despite a lack of immediate easing signals; historical trends show that May typically sees downward movement in bond markets, except in specific years due to various economic factors [2][13]. U.S.-China Relations - Uncertainty in U.S.-China relations continues to exert pressure on the market; recent comments from Trump about potential tariff reductions should not be overestimated, as substantial progress in negotiations is still lacking [5][7][8]. - The trade negotiations have not yielded significant breakthroughs, and the ongoing trade war initiated by the U.S. requires more time for resolution [5][7][8]. Domestic Economic Conditions - Internal macro and micro pressures are becoming more evident, but the likelihood of the central bank returning to a tight funding state is low; thus, maintaining a bullish outlook is deemed more rational [6][10]. - Domestic policies have been adjusted to support enterprises, but these measures have not exceeded expectations, indicating a stable but cautious approach to economic management [8][9]. Government Debt Supply - April saw a peak in government debt supply, with total issuance exceeding 2 trillion yuan, but net financing was relatively low due to high maturities; May is expected to see a rebound in net financing to approximately 1.3 trillion yuan [11]. - The impact of government debt supply on the bond market is contingent on the central bank's cooperation, which is likely to increase amid rising uncertainties [11][12]. Market Dynamics and Investment Strategy - The primary drivers of interest rate declines since March have shifted to non-bank institutions, with a stable liability side supporting continued bullish strategies in the bond market [12][15]. - The current investment strategy should focus on long-duration investments, leveraging the positive signals from the central bank to maintain a bullish stance [15][16]. Predictions and Recommendations - Predictions regarding market points should be flexible; reliance on preset points may hinder effective operations, as market dynamics can lead to unexpected movements [17]. - The overall sentiment for the bond market remains optimistic, provided that no significant negative changes occur in credit, government debt, or other asset classes [13][14]. Additional Important Insights - High-frequency data has not yet shown significant impacts from tariffs and trade friction, indicating that the negative effects may manifest gradually [9][10]. - The production side has shown resilience, but demand indicators, particularly in new housing sales, have been weaker, necessitating close monitoring of shipping metrics [10].