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欧洲央行会议纪要:4月的降息可能被视为提前实施6月政策调整。短期内将以去通胀为主导。欧元区已经建立了一定的抗冲击能力。欧元似乎正转变为避险货币。部分人可能对降息50个基点感到舒适。但通胀上行风险并未消失。
news flash· 2025-05-22 11:38
Core Points - The European Central Bank (ECB) meeting minutes suggest that a rate cut in April may be viewed as a preemptive implementation of the policy adjustment planned for June [1] - The primary focus in the short term will be on combating inflation [1] - The Eurozone has developed a certain level of resilience against shocks [1] - The Euro appears to be transitioning into a safe-haven currency [1] - Some participants may feel comfortable with a 50 basis point rate cut [1] - However, the risks of rising inflation have not dissipated [1]
欧洲央行会议纪要:欧元似乎正转变为避险货币。
news flash· 2025-05-22 11:36
欧洲央行会议纪要:欧元似乎正转变为避险货币。 ...
现货黄金大幅低开!中美经贸谈判获关键进展,特朗普再放“王炸”预告
Jin Shi Shu Ju· 2025-05-11 22:32
Group 1 - The core viewpoint of the articles revolves around the recent constructive high-level economic talks between China and the U.S., which are expected to enhance bilateral trade relations and provide stability to the global economy [1][2][3] - The Chinese side, represented by Vice Premier He Lifeng, emphasized the importance of mutual respect and cooperation, stating that the essence of Sino-U.S. economic relations is mutual benefit and win-win outcomes [2][3] - Both sides agreed to establish a consultation mechanism to address mutual concerns in the economic field, indicating a commitment to ongoing dialogue and cooperation [2][3] Group 2 - U.S. President Trump hinted at significant developments from the negotiations, suggesting that substantial progress has been made, although specific details were not disclosed immediately [3][4] - U.S. trade representatives expressed optimism about the negotiations, indicating that the differences may not be as significant as previously thought, and substantial groundwork has been laid [4] - Market analysts noted that the easing of trade tensions could boost risk assets, with expectations of a positive market response as participants may re-enter positions following the talks [5][6] Group 3 - Goldman Sachs raised its 12-month targets for the MSCI China Index and the CSI 300 Index, suggesting potential returns of approximately 7% and 14% respectively, reflecting a positive outlook for Chinese equities [6]
投行下半年更看跌美元,避险备胎正在受益
news flash· 2025-05-07 06:33
Core Viewpoint - The investment banks are increasingly bearish on the US dollar for the second half of the year, anticipating weak US economic data, potential interest rate cuts by the Federal Reserve, asset sell-offs, and concerns regarding the independence of the Federal Reserve [1] Group 1: Economic Outlook - Wells Fargo macro strategist Erik Nelson predicts more weak US economic data and a likelihood of the Federal Reserve starting to cut interest rates as the market expects [1] - UBS Wealth Management senior US economist Brian Rose emphasizes that the outlook heavily depends on the independence of the Federal Reserve, suggesting that concerns over its independence could severely undermine the dollar's safe-haven status [1] Group 2: Safe-Haven Currencies - In the current environment, currencies such as the Japanese yen and Swiss franc are benefiting as alternative safe-haven options [1]
风险偏好上升,避险货币走弱,美元兑瑞郎USD/CHF、美元兑日元USD/JPY早盘双双上涨0.6%。
news flash· 2025-05-06 22:36
Group 1 - The core viewpoint indicates an increase in risk appetite, leading to a weakening of safe-haven currencies [1] - The USD/CHF and USD/JPY both rose by 0.6% in early trading [1]
美一季度经济环比萎缩0.3% 英国央行暗示美元地位下降
Sou Hu Cai Jing· 2025-05-01 00:58
Economic Performance - The U.S. GDP contracted by 0.3% on a seasonally adjusted annual rate in Q1 2025, which was worse than market expectations [1][2][4] - In contrast, the GDP grew by 2.4% in Q4 2024, indicating a significant downturn [2][4] Factors Affecting GDP - The contraction was primarily driven by a substantial increase in imports and a decrease in government spending [4] - Net exports negatively impacted GDP by 4.83 percentage points, as businesses stockpiled inventory due to concerns over potential tariff increases [4] - Personal consumption expenditures, which account for about 70% of the economy, grew by 1.8%, down from 4.0% in the previous quarter, contributing 1.21 percentage points to growth [4] - Federal government spending decreased by 5.1%, detracting 0.33 percentage points from economic growth [4] - Non-residential fixed investment rose by 9.8%, adding 1.29 percentage points to the economy [4] Trade Policy Impact - The U.S. government's broad imposition of tariffs has led to increased uncertainty among economists and business leaders regarding the economic outlook [4] - Concerns over supply chains and customer impacts have caused businesses to delay investment decisions, contributing to a sharp decline in consumer confidence [4] Currency Status - The Bank of England's Deputy Governor indicated that the U.S. dollar has lost its status as a safe-haven currency following the initiation of a global trade war [5] - The Bank of England is assessing how the depreciation of the dollar and the value of dollar-denominated assets will affect the UK financial system [5] - The credibility of the dollar has been questioned, raising concerns about a potential fundamental decline in demand for dollar-denominated assets [5]
欧洲央行管委内格尔:质疑美元作为避险货币的地位并不明智。
news flash· 2025-04-23 11:41
Core Viewpoint - The statement from European Central Bank Governing Council member Nagel suggests that questioning the status of the US dollar as a safe-haven currency is unwise [1] Group 1 - The US dollar continues to be viewed as a dominant reserve currency despite challenges from other currencies [1] - Nagel emphasizes the importance of the dollar in global financial stability and its role in international trade [1] - The commentary reflects a broader sentiment among central bankers regarding the resilience of the dollar in the face of geopolitical tensions [1]
盘中重磅!中央汇金,出手!
证券时报· 2025-04-07 06:53
作为避险货币之一,日元兑美元的汇率进一步升值。 韩国股市今天亦重挫,韩国综合指数跌逾5%。 今日午后,中央汇金公司发布公告称,坚定看好中国资本市场发展前景,充分认可当前A股配置价值,已再次增持了交易型开放式指数基金(ETF),未来将继 续增持,坚决维护资本市场平稳运行。 午后A股主要指数跌幅一度扩大,上证指数盘中一度下跌超过300点,跌幅一度超过9%,深证成指盘中跌幅一度超过11%,北证50指数一度重挫逾20%,盘中 一度超过4000股跌停或跌幅超过10%。 消息发出后,A股股指跌幅和不少个股跌幅逐渐有所收窄。 今日亚太主要股指收盘全线大跌,日经225指数跌近8%。 日经225指数成份股中,川崎重工、住友电气工业、瑞萨电子、藤仓、日本制钢、胜高等多股跌幅超过15%。 责编:叶舒筠 校对: 刘榕枝 版权声明 证券时报各平台所有原创内容,未经书面授权,任何单位及个人不得转载。我社保留追 究相关 行 为主体法律责任的权利。 转载与合作可联系证券时报小助理,微信ID:SecuritiesTimes END 点击关键字可查看 潜望系列深度报道丨 股事会专栏 丨 投资小红书 丨 e公司调查 丨 时报会客厅 丨 十大明星私 ...