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三菱日联:越南倾向于使越南盾贬值以支持经济增长。
news flash· 2025-07-03 04:01
Core Viewpoint - Mitsubishi UFJ suggests that Vietnam is inclined to devalue the Vietnamese dong to support economic growth [1] Group 1 - The Vietnamese government is considering currency devaluation as a strategy to bolster economic performance [1] - The potential devaluation of the Vietnamese dong may impact trade balances and foreign investment [1] - The move is seen as a response to global economic pressures and domestic economic challenges [1]
【热门资讯】东西方投资者分歧下的黄金市场风云
Sou Hu Cai Jing· 2025-06-30 07:18
Group 1 - There is a significant divergence in economic outlook between Western and Eastern investors, influenced by factors such as Trump's tariff policy, geopolitical risks, and currency devaluation threats [1][3] - American retail investors are experiencing a wave of profit-taking, shifting from aggressive gold purchases to large-scale selling, reflecting a stark contrast in sentiment compared to Asian investors [3][5] - In Asia, there is a surge in demand for gold, with the World Gold Council reporting a 3% increase in demand for gold bars and coins in the Asia-Pacific region in Q1 2025, particularly driven by a 12% increase in China and over 30% growth in countries like South Korea, Singapore, Malaysia, and Indonesia [5][6] Group 2 - Concerns over the impact of Trump's tariffs initially triggered a strong rebound in gold demand in Asia, with local currency devaluation fears further driving gold purchases [6] - Goldman Sachs maintains a target price of $4,000 for gold next year, while Morgan Stanley predicts gold will reach $3,800 by the end of this year; in contrast, Citigroup forecasts a drop below $3,000 next year [8] - The sentiment among American retail investors has shifted, as they now perceive that tariff policies may not be as detrimental as previously thought, leading to a reduction in gold holdings and a preference for risk assets [8]
调查:美元走软致持有现金的吸引力下降
news flash· 2025-06-25 12:51
Core Insights - The weakening of the US dollar has diminished the attractiveness of holding cash, as indicated by a survey conducted by French foreign trade bank investment management [1] Group 1: Survey Findings - 41% of respondents believe that currency depreciation is the primary risk associated with holding cash [1] - 38% of participants think that better returns can be found elsewhere, making cash less appealing [1] - Concerns about inflation are significant, with 35% of respondents stating that cash interest rates are insufficient to meet long-term goals [1]
盛宝银行:高度依赖石油进口的国家将面临多重阻力
news flash· 2025-06-23 06:40
金十数据6月23日讯,盛宝银行首席投资策略师查鲁•查纳纳表示,高度依赖石油进口的国家——包括印 度、泰国、菲律宾和欧洲大部分国家面临多重阻力。她说,这些因素包括能源成本上升、货币贬值和资 本外流。如果能源价格居高不下,这些国家对经济增长的担忧可能会更加明显。从经济角度来看,美国 可能相对不太会受到油价上涨的影响。不过,她说,作为能源净出口国,美国也无法不受更广泛市场波 动的影响。 盛宝银行:高度依赖石油进口的国家将面临多重阻力 ...
菲律宾央行行长:大力干预外汇市场以维持汇率是徒劳的。我们仅会出于正常的流动性原因进行干预。如果持续贬值,某个时候将不得不更严肃地进行干预。
news flash· 2025-06-19 07:11
Core Viewpoint - The Governor of the Central Bank of the Philippines stated that aggressive intervention in the foreign exchange market to maintain the exchange rate is futile, and interventions will only occur for normal liquidity reasons [1] Group 1 - The Central Bank of the Philippines emphasizes that it will not engage in heavy intervention to stabilize the currency [1] - The Governor indicated that if the currency continues to depreciate, more serious interventions may be necessary at some point [1]
机构看金市:6月18日
Xin Hua Cai Jing· 2025-06-18 03:22
Core Viewpoints - The geopolitical situation, particularly the escalation of conflicts in the Middle East, is expected to continue driving gold prices upward until there is a perceived easing of tensions [1][2] - Weak economic data from the U.S., including a 0.9% decline in retail sales and a 0.2% drop in industrial output, has increased expectations for a more dovish monetary policy from the Federal Reserve, benefiting silver prices [2][3] - Gold is seen as a hedge against currency devaluation, with its price rising nearly 30% against the U.S. dollar this year, driven by increasing fiscal deficits and potential inflation [4] Group 1: Economic Data Impact - U.S. retail sales fell by 0.9% in May, marking the largest month-over-month decline in four months, reflecting consumer caution ahead of tariff policy implementations [3] - Industrial production data also fell short of market expectations, reinforcing the outlook for a shift in Federal Reserve policy [3] - The Senate's proposal to make corporate tax cuts permanent and raise the debt ceiling poses long-term challenges for the U.S. dollar and treasury credit [3] Group 2: Market Sentiment and Price Trends - Despite a strong dollar, gold prices have been resilient, with a potential consolidation around $3,400 before the upcoming FOMC meeting [5] - Silver prices have surged, breaking through $37 per ounce, indicating a strong market response to expectations of monetary easing [1][2] - The overall market sentiment remains cautious, with geopolitical tensions and economic data influencing trading strategies [5]
据Alanchand网站显示,自上周五以色列发动攻击以来,伊朗货币兑美元的汇率至少贬值了10%。
news flash· 2025-06-16 09:37
据Alanchand网站显示,自上周五以色列发动攻击以来,伊朗货币兑美元的汇率至少贬值了10%。 ...
“进击的”黄金:“避险王者”还能走多远?
Xin Hua Cai Jing· 2025-06-16 05:19
Group 1: Market Dynamics - The recent escalation of tensions between Israel and Iran has led to a renewed interest in gold as a safe-haven asset, pushing gold prices to near historical highs of $3,500 per ounce [1][2] - Analysts predict that short-term demand for gold may continue to drive prices higher, potentially breaking previous records [2][6] - The geopolitical risks have made gold an attractive alternative to dollar-denominated assets, especially in light of concerns over the freezing of dollar assets due to political factors [2][3] Group 2: Central Bank Activity - Global central banks are increasing their gold reserves at an unprecedented rate, with gold expected to surpass the euro as the second-largest reserve asset by 2024, accounting for over 20% of global demand [3][7] - Despite the increase in gold purchases, there are indications that the pace of central bank buying has slowed, with a net increase of only 12 tons in April, down from a 12-month average of 28 tons [3][4] Group 3: Economic Factors - The current economic environment, characterized by stagnation and potential currency devaluation, positions gold as a valuable asset, particularly during periods of stagflation [6][7] - The expectation of interest rate cuts by the Federal Reserve and the decline in confidence in the dollar are contributing to the attractiveness of gold as a hedge against economic uncertainty [6][7] Group 4: Future Price Predictions - Institutions maintain a positive long-term outlook for gold prices, with Morgan Stanley predicting an average price of $3,675 per ounce by Q4 2025 and Goldman Sachs forecasting a rise to $3,700 by the end of 2025 [7] - However, there are concerns that the momentum for further significant price increases may be limited due to reduced market activity and profit-taking pressures [7][8]
泰国商务部长:敦促下一任央行行长让泰铢贬值。
news flash· 2025-06-16 05:07
Core Viewpoint - The Thai Minister of Commerce is urging the next central bank governor to allow the Thai Baht to depreciate [1] Group 1 - The call for depreciation is aimed at enhancing Thailand's export competitiveness [1] - A weaker Baht could potentially stimulate economic growth by making Thai goods cheaper for foreign buyers [1] - The Minister emphasizes the importance of a strategic approach to currency management in the context of global economic conditions [1]
同样是发达国家的钱,英镑跟美元那么值钱,为何日元就不值钱
Sou Hu Cai Jing· 2025-06-14 10:26
Group 1 - The article discusses the perception of the Japanese yen as a weak currency compared to other developed countries' currencies like the British pound and the US dollar, despite Japan being a developed nation [1][3] - It highlights that the high nominal value of the yen does not equate to its strength, as currency exchange rates fluctuate and are influenced by historical factors [3][4] - The historical context reveals that the yen was once strong, backed by the gold standard in the late 19th century, but has since depreciated due to various economic challenges [4][6] Group 2 - The depreciation of the yen is attributed to inflation, particularly during and after World War II, when Japan faced severe economic hardships and resorted to printing money [7][9] - The article notes that post-war Japan experienced hyperinflation, leading to a drastic increase in prices, which necessitated the introduction of higher denomination banknotes [9][11] - It discusses the complexities and potential challenges of reducing the nominal value of the yen, including public resistance and accounting difficulties [15][16][18]