Workflow
全球货币政策宽松周期
icon
Search documents
多国央行放水,如何锁定投资“避风港”
Core Viewpoint - The global monetary policy has entered a loosening cycle, with several central banks, including those of Indonesia, the US, Canada, the UK, and Japan, announcing interest rate changes in a short period, prompting discussions on investment opportunities in this environment [2]. Group 1: Central Bank Actions - Indonesia's central bank lowered its benchmark interest rate by 25 basis points to 4.75% on the 17th [2]. - The Bank of Canada also reduced its rate by 25 basis points to 2.5% on the same day [2]. - The Federal Reserve announced a 25 basis point rate cut [2]. - The Bank of England maintained its rate at 4% on the 18th [2]. - The Bank of Japan kept its rate unchanged at 0.5% on the 19th [2]. Group 2: Investment Opportunities - The program features discussions with economists from UBS, Oxford Economics, and Fitch Solutions, focusing on potential investment opportunities during the global easing cycle [2].
多国央行放水,如何锁定投资“避风港”
21世纪经济报道· 2025-09-19 15:35
本期节目连线东京、新加坡、纽约三地,与瑞银投资银行首席日本经济学家足立正道 、牛津 经济研究院美国经济学家格蕾丝·茨韦默、惠誉解决方案旗下CreditSights亚洲策略主管曾竹君 共同探讨全球宽松周期下的投资机遇。 SFC 出品丨南方财经全媒体集团 21世纪经济报道 策划丨赵海建 全球"超级央行周"落下帷幕。 过去一周,印尼、美国、加拿大、英国和日本等央行密集公布利率决议,全球市场高度关注。 其中,印尼央行于17日将基准利率下调25个基点至4.75%,同日加拿大央行下调25个基点至 2.5%,美联储亦宣布降息25个基点;18日,英国央行维持利率在4%不变;19日,日本央行则 宣布利率维持在0.5%不变。 整体来看,尽管各国经济环境和政策优先顺序各不相同,但全球货币政策已进入宽松周期。那 么,宽松周期下,哪些市场更值得投资? 编辑丨和佳 记者丨施诗 李依农 制作丨蔡于恬 李群 胡凯文 新媒体统筹丨丁青云 曾婷芳 赖禧 黄达迅 海外运营监制丨黄燕淑 海外运营内容统筹丨黄子豪 海外运营编辑丨庄欢 吴婉婕 龙李华 郑全怡 7.5元转卖T恤给老外,常熟老板年入千万 实探iPhone 17新品首销,多名黄牛拒收Pro, ...
多国央行“放水”,如何锁定投资“避风港”|全球财经连线
Core Insights - The global "Super Central Bank Week" has concluded with significant interest in monetary policy decisions from various central banks around the world [2] Group 1: Central Bank Decisions - Indonesia's central bank lowered its benchmark interest rate by 25 basis points to 4.75% on the 17th [2] - The Bank of Canada also reduced its rate by 25 basis points to 2.5% on the same day [2] - The Federal Reserve announced a 25 basis point rate cut [2] - The Bank of England maintained its rate at 4% on the 18th [2] - The Bank of Japan kept its rate unchanged at 0.5% on the 19th [2] Group 2: Global Monetary Policy Trends - Despite differing economic environments and policy priorities, global monetary policy is entering a period of easing [2] - The discussion includes potential investment opportunities during this global easing cycle, with insights from economists in Tokyo, Singapore, and New York [2]
专访纽约联储前官员:全球宽松周期将利好风险资产|全球财经连线
"超级央行周"来袭。 印尼、美国、加拿大、英国和日本等国家央行相继公布利率决议,备受投资者关注。虽然利率决策不 一,但是整体而言,全球货币政策正迈向宽松周期。 纽约联储前信贷风险主管理查德·罗伯茨(Richard Roberts)在接受南方财经记者专访时表示,美联储此 次降息或将是新一轮宽松周期的起点。不过,他强调,一旦降息持续至年底甚至明年,确实可能存在风 险。"我最担心的核心风险是通胀重新抬头并对经济造成严重冲击,导致那些已长期上涨的资产价格出 现大幅回撤。" 据新华社报道,美联储于17日宣布将联邦基金利率目标区间下调25个基点至4.00%至4.25%之间。这是 美联储2025年首次降息。 美联储此次降息尽管符合市场预期,但是关于降息原因市场仍讨论颇多。到底是基于经济数据的理性判 断还是特朗普政府施压的结果?罗伯茨对记者表示,答案是都有。一方面,劳动力市场出现疲软的迹 象;另一方面,美国总统特朗普对美联储施加压力,试图影响决策,并不断公开批评鲍威尔动作过慢。 罗伯茨补充道,未来美联储的货币政策仍将受到政治因素的影响。不过,全球货币政策仍将保持独立 性。"各央行仍会关注本地区核心数据,并据此行事。" 两个新 ...
秦氏金升:8.14顺势看涨金价,黄金行情走势分析及操作建议
Sou Hu Cai Jing· 2025-08-14 02:35
Group 1 - The core viewpoint is that expectations for a 50 basis point rate cut by the Federal Reserve in September are rising, which, combined with weak economic data and potential policy shifts, is expected to significantly boost gold prices [3] - A rate cut will lower the dollar and real interest rates, enhancing gold's appeal as a non-yielding asset, while economic uncertainty and potential stagflation risks will further increase safe-haven demand [3] - If the Federal Reserve cuts rates more than expected, gold prices may enter a new upward trend; however, if the policy measures fall short of expectations, a short-term technical correction may occur [3] Group 2 - Gold prices experienced a slight rebound, reaching a peak of $3370 per ounce before closing at $3355.90, with a gain of 0.24% [1] - The current trading price of gold is around $3365 per ounce, with a focus on a potential target of $3378, and a strategy of low buying is recommended [5] - The analysis suggests that if gold breaks above $3378, it could continue to rise towards $3385, while a protective stop is advised at $3355 [5]
欧洲三国央行同步降息,全球宽松周期加速开启
Huan Qiu Wang· 2025-06-22 02:34
Group 1 - The European Central Banks of Switzerland, Sweden, and Norway have announced interest rate cuts, indicating a deepening global monetary easing cycle in response to slowing economic growth and easing inflation pressures [1][3] - The Swiss National Bank (SNB) lowered its benchmark interest rate by 25 basis points to 1.25%, marking its second rate cut this year, as inflation fell below 2% [3] - The Riksbank of Sweden reduced its policy rate from 4% to 3.75%, suggesting potential further cuts if inflation continues to decline [3] Group 2 - The Norges Bank of Norway did not immediately cut rates but indicated a possible rate cut in the first quarter of 2025, reflecting a shift towards a more dovish stance [3] - The Federal Reserve and the Bank of Japan have not yet followed suit, highlighting a divergence in monetary policy among major economies [3][4] - The Bank of England maintained its rate at 5.25%, but internal voting showed an increasing dovish sentiment, with expectations of a potential rate cut in August [3] Group 3 - The synchronized actions of the three European central banks may compel the Federal Reserve to reassess its policy stance, especially if U.S. inflation rebounds [4] - The current global monetary policy shift occurs amid weak economic recovery and unresolved geopolitical conflicts, necessitating careful balancing between stimulating growth and preventing inflation [4] - Key factors influencing future policy directions will include inflation data, labor market performance, and geopolitical developments [4]