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黄金避险本色尽显沪金突破850
Jin Tou Wang· 2025-09-23 03:17
这种需求是结构性的、持续的,它构成了金价在高位不坠的深层地基,即便短期货币政策预期有所波 动,这股力量也会提供强有力的支撑。 【最新黄金期货行情解析】 摘要今日周二(9月23日)亚盘时段,黄金期货目前交投于850附近,截至发稿,黄金期货暂报853.52 元/克,涨幅1.76%,最高触及855.62元/克,最低下探845.04元/克。目前来看,黄金期货短线偏向看涨走 势。 黄金的上涨还有其坚实的"硬核"逻辑——全球不确定性下的避险需求。 俄乌冲突、中东加沙等地缘政治局势依然摇摆不定,这种持续的紧张感促使投资者将资金投入黄金这一 传统的"避风港"。在政治和经济前景不明的时期,黄金作为非主权信用的实物资产,其保值和避险属性 显得尤为珍贵。 今日周二(9月23日)亚盘时段,黄金期货目前交投于850附近,截至发稿,黄金期货暂报853.52元/ 克,涨幅1.76%,最高触及855.62元/克,最低下探845.04元/克。目前来看,黄金期货短线偏向看涨走 势。 【要闻速递】 今日沪金期货需重点关注的关键阻力位区间为850元/克至870元/克,而重要支撑位区间则位于840元/克 至860元/克。 ...
日本央行再次维持利率不变 日债周五多数下行
Xin Hua Cai Jing· 2025-09-19 06:38
Core Viewpoint - The Bank of Japan has maintained its policy interest rate at 0.5%, aligning with market expectations, amidst ongoing uncertainties regarding the impact of U.S. tariffs on the Japanese economy [1][2]. Interest Rates and Bond Yields - The Bank of Japan has kept interest rates unchanged for four consecutive meetings, citing uncertainties related to U.S. import tariffs, even after the U.S. reduced tariffs on Japanese automobiles to 15% [2]. - As of the latest data, the 2-year Japanese government bond yield rose by 3.8 basis points to 0.918%, while the 10-year yield increased by 4 basis points to 1.64%. The 30-year yield, however, fell by 3.5 basis points to 3.159% [1][2]. Inflation Trends - Japan's overall inflation rate decreased from 3.1% in July to 2.7%, marking the lowest level since November 2024. The "core-core" inflation rate, which excludes fresh food and energy prices, fell to 3.3% from 3.4% in July [3]. - The Bank of Japan noted a "moderate" rise in inflation expectations, influenced by rising food prices, with core inflation projected between 2.5% and 3% [2][3]. Financial Market Developments - Japanese stock prices have risen, boosting the financial assets held by individuals in Japan, which totaled approximately 223.8 trillion yen (about 1.52 trillion USD) in Q2, reflecting a 1% year-on-year increase. Stock holdings grew by 4.9%, and investment trusts increased by 9% [3]. - Recent data indicated that Japanese investors net purchased 1.4785 trillion yen in overseas long-term bonds while reducing short-term bonds, while foreign investors increased their holdings of Japanese long-term bonds by 845.3 billion yen [3]. U.S. Treasury Holdings - As of the end of July, Japan held 1.1514 trillion USD in U.S. Treasury securities, an increase of 3.8 billion USD from the previous month and up 57.9 billion USD year-on-year, making Japan the largest foreign holder of U.S. debt [4].
日本央行为最早四季度加息铺平道路 美元兑日元迈向147关口
Group 1 - The Bank of Japan maintained its policy interest rate at 0.50%, which aligns with market expectations, despite two committee members voting against this decision advocating for a 25 basis point hike [1] - The policy statement emphasized a moderate recovery in the economy, despite some sectors showing signs of weakness, and highlighted the need to monitor uncertainties affecting financial markets, economic activities, and prices [1] - Following the announcement, the Japanese yen strengthened, with the USD/JPY exchange rate dropping to a low of 147.211, reflecting market reactions to the central bank's stance [1] Group 2 - Analysts suggest that the decision to keep rates unchanged indicates the Bank of Japan's cautious approach amid slowing inflation and global uncertainties, signaling readiness to address external fluctuations while assessing the strength of Japan's economic recovery [2] - The narrowing interest rate differentials are expected to lead to a gradual strengthening of the yen, enhancing Japan's purchasing power and supporting domestic demand [2] - The focus is now shifting to the upcoming press conference by Governor Kazuo Ueda, which may provide further insights into the central bank's future policy direction [2]
金价早盘高位大跌走低,市场回落支撑位多单布局
Sou Hu Cai Jing· 2025-09-04 07:39
Group 1 - Gold prices continued to rise, reaching a record high of $3578.29 per ounce, driven by weak U.S. employment data and strong safe-haven demand amid global uncertainties [1][3] - The probability of a Federal Reserve rate cut in September is at 96.6%, with only a 3.4% chance of maintaining current rates [1] - Following the release of employment data, traders increased their bets on a 25 basis point rate cut by the Federal Reserve from 92% to 98% [3] Group 2 - The Federal Reserve's Beige Book indicated that economic activity in most U.S. districts has shown little to no change, with consumer spending remaining flat or declining due to wages not keeping pace with rising prices [4] - Inflation was reported across all districts, with ten districts noting moderate or subdued inflation, while two reported strong input price growth [4] - Tariff-related price increases were mentioned as a significant factor affecting input prices in many districts [4]
新西兰央行首席经济学家:国内企业将逐渐适应全球不确定性
Sou Hu Cai Jing· 2025-08-22 00:24
Core Viewpoint - The chief economist of the Reserve Bank of New Zealand, Conway, stated that the impact of global uncertainty on confidence in New Zealand will gradually dissipate as businesses adapt to a highly unpredictable economic policy environment [1] Group 1: Economic Confidence - Confidence shocks are expected to pass, allowing businesses to "keep moving forward" [1] - There is an acknowledgment that uncertainty will persist in the future, but businesses have become somewhat accustomed to it [1] Group 2: Monetary Policy - The Reserve Bank of New Zealand decided to lower the official cash rate by 25 basis points to 3.0% [1] - Further interest rate cuts are hinted at, which encourages businesses to continue their operations [1]
智利国家铜业公司董事长帕切科:全球不确定性导致铜价波动。
news flash· 2025-07-23 17:16
Core Viewpoint - The chairman of Codelco, the Chilean state-owned copper company, stated that global uncertainty is causing fluctuations in copper prices [1] Group 1 - Codelco is experiencing price volatility in copper due to various global uncertainties [1] - The fluctuations in copper prices are impacting the overall market dynamics [1]
澳大利亚财长查默斯:全球不确定性是预算的主要制约因素。
news flash· 2025-07-14 02:03
Core Viewpoint - The Australian Treasurer Chalmers highlighted that global uncertainty is the primary constraint on the budget [1] Group 1 - The budget is significantly influenced by external factors, particularly global economic conditions [1] - Chalmers emphasized the need for careful management of fiscal policy in light of these uncertainties [1] - The government is focused on maintaining economic stability while navigating these challenges [1]
澳洲联储主席布洛克:全球不确定性在国内商业调查中仍未显现。我们希望确保已控制住通胀,我们不希望再次与通胀作战。
news flash· 2025-07-08 05:44
Core Viewpoint - The Reserve Bank of Australia's Governor, Philip Lowe, indicated that global uncertainty has not yet manifested in domestic business surveys, emphasizing the importance of controlling inflation and avoiding a renewed battle with it [1] Group 1 - The RBA is focused on ensuring that inflation is under control [1] - There is a lack of evidence showing that global uncertainties are impacting local business sentiment [1] - The RBA aims to prevent a resurgence of inflationary pressures [1]
越南央行:全球不确定性将持续存在并对越南产生影响。
news flash· 2025-07-08 02:18
Core Viewpoint - The State Bank of Vietnam indicates that global uncertainties will persist and will have an impact on Vietnam's economy [1] Group 1 - The ongoing global uncertainties are expected to affect Vietnam's economic stability and growth [1]
欧洲央行管委维勒鲁瓦:面对全球的不确定性,欧洲央行必须务实、灵活。
news flash· 2025-07-04 08:52
Core Viewpoint - The European Central Bank (ECB) must adopt a pragmatic and flexible approach in response to global uncertainties [1] Group 1 - The ECB is facing significant global uncertainties that require a careful and adaptable strategy [1]