通胀压力
Search documents
6月24日汇市晚评:日本PMI支持日本央行10月恢复加息 日元获得强劲反弹势头
Jin Tou Wang· 2025-06-24 09:41
Group 1: Currency Market Overview - The Euro is consolidating near the weekly high above 1.1600 against the US Dollar [1] - The British Pound is stabilizing around 1.3600 amid the latest rally [1] - The Japanese Yen continues its strong rebound from the lowest point since May 13, supported by ongoing buying pressure [1] - The Australian Dollar is recovering towards 0.6500 due to improved global risk sentiment [1] - The New Zealand Dollar has risen over 1%, rebounding approximately 2.5% from Monday's low [1] - The US Dollar is weakening against the Canadian Dollar [1] Group 2: US Economic Indicators - Trump has called for the Federal Reserve to lower interest rates by at least 2 to 3 percentage points [2] - Fed officials Bowman and Goolsbee have indicated support for a rate cut in July if inflation pressures are controlled [2] Group 3: Eurozone Economic Data - Germany's June manufacturing PMI reached a 34-month high, with services and composite PMIs also hitting 3-month highs [3] - France's June manufacturing PMI fell to a 4-month low, with services and composite PMIs at 2-month lows [3] - The German Industrial Association forecasts a 0.3% contraction in the German economy by 2025, revised from a previous estimate of 0.1% contraction [3] - ECB officials have suggested potential rate cuts despite oil market volatility, with Lagarde noting a generally weak economic outlook [3] Group 4: Japanese Economic Outlook - Japan's PMI supports the Bank of Japan's potential rate hike in October [4] - Japanese officials support a revised bond issuance plan [5] - The Prime Minister aims to increase Japan's GDP from 400 trillion yen to 1000 trillion yen by 2040, targeting a real wage growth rate of 1% or more [5] Group 5: Technical Analysis - The GBP/USD maintains strong momentum, having broken the significant resistance level at 1.3520, with targets at 1.3600 and 1.3655 [6] - The USD/JPY has broken below the 100-hour moving average support, testing the critical support range of 145.40-145.00 [6] - The US Dollar Index remains below key moving averages, indicating a bearish trend, but a short-term breakout above the 50-day moving average could trigger a short-covering rally [6]
伊以停火:美元遇猛烈抛售,人民币反弹,油价或跌回60美元?
Di Yi Cai Jing· 2025-06-24 09:10
机构依然预期美元将走软,部分投行已将未来12个月的美元/人民币预测调整至7以下。 据新华社,美国东部时间6月23日傍晚,美国总统特朗普在社交媒体"真实社交"上宣布,以色列和伊朗已就"全面彻底停火"达成一致,这场为期12天的冲突 即将结束。 这一出人意料的消息引爆全球金融市场,此前因避险需求而大涨的美元被抛售,油价大跌。截至北京时间24日16:30左右,美元指数报98.13,美元/人民币报 7.1778,美元/离岸人民币报7.1760,WTI油价报66.31美元/桶。 高盛表示,由于供给大于需求,仍维持年末对布伦特油价60美元以下的预测。同时,接受记者采访的外资行交易员和分析师普遍认为,如果中东冲突出现真 正的缓和甚至终结迹象,特朗普可能会将注意力重新转向他眼中的"敌人"——美联储主席鲍威尔,打压美元的结构性因素仍然存在。从中期来看,机构依然 预期美元将走软,部分投行已将未来12个月的美元/人民币预测调整至7以下。 WTI原油期货 ↓ 66.37 -2.14 (-3.12%) d=d=0+0+0+0+0+0 a 4 * 0 = 0 # + = T 4+4 + 80= 2 + III __ | 18 "25 早前 ...
冠通期货资讯早间报-20250624
Guan Tong Qi Huo· 2025-06-24 03:39
地址:北京市朝阳区朝阳门外大街甲 6 号万通中心 D 座 20 层 (100020) 资讯早间报 制作日期: 2025/06/24 隔夜夜盘市场走势 1. 国际油价大幅走低,美油主力合约收跌 8.95%,报 67.23 美元/桶;布伦特原 油主力合约跌 8.37%,报 69.16 美元/桶。美国总统特朗普对伊朗提前通知打击 美军基地表示感谢,并称是时候实现和平了,市场对中东局势的担忧缓解。 2. 国际贵金属期货收盘涨跌不一,COMEX 黄金期货跌 0.04%报 3384.40 美元/盎 司,COMEX白银期货涨0.09%报36.05美元/盎司。中东地缘政治紧张局势升级, 伊朗与美国冲突加剧市场避险需求。美联储官员释放鸽派信号,美元走弱为金 价提供支撑。 3. 伦敦基本金属多数上涨,LME 期锌涨 2.11%报 2686.00 美元/吨,LME 期铝涨 1.67%报 2592.00 美元/吨,LME 期铜涨 0.63%报 9694.50 美元/吨。铜价维持震 荡,全球铜精矿供应偏紧,新能源汽车需求强劲但空调行业季节性转弱。宏观 环境压制市场,美联储维持限制性利率政策,国际贸易博弈成为焦点。 重要资讯 【宏观资讯 ...
油价调整:注意,预计上调520元/吨,油价仍大涨!
Sou Hu Cai Jing· 2025-06-24 02:43
注意,中东局势出现缓解,美国总统特朗普发文称,以色列和伊朗已就"全面彻底停火"达成一致。市场对石油供应中断的担忧情绪大幅缓 解,国际油价重创,回到之前的低点,国内油价预计涨幅稍有减少。 今日是新一轮油价调整周期的第5个工作日,当前预计油价上涨520元/吨,相比昨日的油价预计涨幅减少85元/吨,折合每升油价上涨0.39- 0.47元。仍远超油价上调红线,油价要涨 注意,油价大涨中 | 福建 | 7.14 | 7.63 | 9.13 | 6.82 | | --- | --- | --- | --- | --- | | 海南 | 8.29 | 8.8 | 9.95 | 6.91 | | 广东 | 7.19 | 7.79 | 9.79 | 6.83 | | 广西 | 7.24 | 7.82 | 9.06 | 6.88 | | 広開 | 7.32 | 7.86 | 8.54 | 6.9 | | 贵州 | 7.3 | 7.72 | 8.62 | 6.93 | | 四川 | 7.27 | 7.77 | 8.45 | 6.88 | | 重庆 | 7.24 | 7.65 | 9.24 | 6.89 | | श्रीमें स् ...
贵金属日评-20250624
Jian Xin Qi Huo· 2025-06-24 02:41
Group 1: Report Overview - The report is a daily review of the precious metals industry on June 24, 2025, provided by the macro - financial team of Jianxin Futures Research and Development Department [1] Group 2: Industry Investment Rating - No industry investment rating is provided in the report Group 3: Core Viewpoints - The mid - line upward trend of gold remains good, with increased volatility. Investors are advised to maintain a long - position mindset and participate in trading with medium - to - low positions. Traders with a bearish mindset can consider the "long gold, short silver" arbitrage strategy [4][5] Group 4: Precious Metals Market Analysis Intraday Market - Due to the US air - strike on Iranian nuclear facilities over the weekend, geopolitical risks pushed the price of London gold up to around $3400 per ounce during the Asian session on the 23rd. But it later fell back to around $3350 per ounce. The Trump 2.0 new policy boosts the safe - haven demand for gold [4] Domestic Market Data - Shanghai Gold Index closed at 783.42 with a 0.36% increase; Shanghai Silver Index closed at 8794 with a 1.23% increase; Gold T + D closed at 777.60 with a 0.12% increase; Silver T + D closed at 8730 with a 0.77% increase [5] Mid - line Market - In April, multiple safe - haven demands drove the gold price to exceed $3500 per ounce. Although the price has回调 from its high, the mid - level upward trend remains intact. Long - and mid - term factors driving the gold price up will continue to exist, but short - term price surges lead to increased volatility [5] Group 5: Main Macro Events/Data - The US military destroyed Iranian nuclear facilities, and Iran may block the Strait of Hormuz. European foreign ministers' attempt to prevent conflict escalation had little success [17] - Russian President Putin's remarks on Ukraine were condemned by the Ukrainian foreign minister [17] - The Fed's report shows that US inflation is somewhat high, the job market is stable, and the impact of Trump's tariff increase is uncertain [17] - The US Commerce Department may revoke the authorization of global chip manufacturers in China, and Japan canceled a high - level meeting with the US [18]
金晟富:6.24黄金避险降温延续弱势!日内黄金交易分析参考
Sou Hu Cai Jing· 2025-06-24 02:15
交易看起来确实简单,表面上,它不需要你风吹雨淋、低三下四的应酬,不用溜须拍马,不用拼酒伤 胃,不用忍气吞声,只需要在键盘上,敲动几个按钮"买"、"卖",一笔生意马上就达成,钱迅速到账, 还不欠账,利润到手,多轻松。可是,等到交易做了一段时间,渐渐发现:市场老跟自己过不去,买了 就跌,卖了就涨,自己成了反向指标,怎么做都亏,怎么努力,怎么拼搏,尝试了各种方法,仍然无法 摆脱亏损的泥潭,发现交易如此之艰难。而这时候,你可能只是缺少一位负责任的老师、一个专业分析 团队为你的投资之路保驾护航,指明方向!下面请看作者金晟富【文末+本人,每日实时分享现价单及 操作策略】为各位投资朋友带来的今日财富机会! 近期有哪些消息面影响黄金原油走势?后市黄金多空该如何研判? 周二(6月24日)亚市早盘,现货黄金加速下滑,伊朗官员刚刚证实,伊朗已接受美国总统特朗普提出的 与以色列停火方案。美国彭博社称,黄金因避险需求减弱而回落。现货黄金价格目前跌至3333美元/盎 司附近,日内暴跌逾35美元。国际油价更是延续周一跌势,一度大跌6%至64.38美元/桶附近,为近两 周新低。除了地缘政治因素,美联储的货币政策动向对黄金价格同样至关重要。6 ...
欧洲央行管委内格尔:目前尚不清楚关税是具有通胀压力还是抑制通胀。中东局势与美国贸易政策引发不确定性。
news flash· 2025-06-23 15:01
Group 1 - The European Central Bank's Governing Council member, Nagel, expressed uncertainty regarding whether tariffs exert inflationary pressure or suppress inflation [1] - The current geopolitical situation in the Middle East and U.S. trade policies are contributing to market uncertainty [1]
美联储理事鲍曼暗示:或会支持7月降息
news flash· 2025-06-23 14:13
金十数据6月23日讯,美联储理事鲍曼表示:"如果通胀压力得到控制,我将支持在下次会议上尽快降低 政策利率,以使其更接近中性水平并维持健康的劳动力市场。"鲍曼去年一直非常关注通胀风险。她 说,由于预计今年经济将出现更多闲置产能,她认为关税带来的价格上涨将是"小幅且一次性"的。她将 劳动力市场描述为坚实且预计接近充分就业的水平。但她亦援引了脆弱性的证据,包括劳动力市场活力 减弱、经济增长放缓和就业增长的狭隘集中,因此认为美联储在未来的决策中应"更加重视就业目标所 面临的下行风险"。这是鲍曼自今年春季被特朗普提名并经参议院确认出任美联储监管副主席以来,首 次就经济前景发表实质性评论。 美联储理事鲍曼暗示:或会支持7月降息 ...
PMI显示美国经济在二季度末继续增长,但前景仍不明朗
news flash· 2025-06-23 13:51
金十数据6月23日讯,标普全球市场情报首席商业经济学家Chris Williamson表示,6月份的PMI初值显 示,美国经济在第二季度末继续增长,但前景仍然不确定,而过去两个月通胀压力急剧上升。尽管6月 份商业活动和新订单继续增长,但由于商品和服务出口双双下降,增长有所减弱。此外,尽管国内需求 (尤其是制造业)已经增强,以鼓励更高的就业,但这在一定程度上是由库存积累所驱动,而库存增加 往往与对价格上涨和关税导致的供应问题的担忧有关。这种提振可能会在未来几个月消退。与此同时, 商品价格再次大幅上涨,随着企业将更高的关税相关成本转嫁给消费者,上涨速度加速至三年来的最高 水平。服务提供商绝不可能不受这种关税的影响,同样报告了价格的另一次上涨,通常与食品等投入物 的关税有关。因此,这些数据证实了人们的猜测,即美联储将在一段时间内保持按兵不动,以评估经济 的弹性,以及当前这轮通胀将持续多久。 PMI显示美国经济在二季度末继续增长,但前景仍不明朗 ...
中东局势引发通胀担忧,欧洲引领全球债券抛售
Hua Er Jie Jian Wen· 2025-06-23 13:09
Group 1 - The Middle East tensions are raising concerns about oil supply disruptions, leading to significant declines in the global bond market, particularly in Europe [1][4] - U.S. Treasury yields rose across the board, with the 10-year yield increasing by 3 basis points to 4.40%, as traders reduced bets on Federal Reserve rate cuts [1] - European bonds experienced more pronounced declines, with the German 10-year yield rising by 5 basis points to 2.56%, reflecting the region's vulnerability to oil price fluctuations [1][5] Group 2 - The Iranian parliament has suggested closing the Strait of Hormuz, which could disrupt shipping and exacerbate market concerns over energy supply and inflation [4] - Analysts believe that a $10 increase in oil prices could raise the HICP (Harmonized Index of Consumer Prices) by 0.25 percentage points within a quarter in Europe [5] - The U.S. may benefit from its status as a net energy exporter, but geopolitical uncertainties still provide reasons for the Federal Reserve's cautious stance [6][7]