打开APP，查看更多高清行情>> 【要闻速递】 国投白银LOF补偿方案今日正式启动。受国投白银LOF估值调整影响投资者补偿工作正式启动，投资者 可通过支付宝搜索"国投瑞银白银基金"小程序，在线完成身份核验后办理相关事宜。此事件可能会对部 分投资者的心态和资金流向产生一定影响，但从整体市场来看，对白银价格走势的直接影响相对有限。 另外，国际货币基金组织（IMF）表示，围绕美国大范围关税的动荡，可能削弱原本"表现强劲"的经 济。 白银价格的上涨可能会受到限制，因为市场对美联储近期实施宽松货币政策的预期正在逐渐消退。芝加 哥联储Austan Goolsbee表示，去年通胀进展停滞，他强调，3%的通胀率仍远高于美联储设定的2%的目 标。波士顿联储Susan Collins补充称适合在一段时间内保持利率稳定，她指出劳动力市场强劲且存在持 续的通胀风险。 波士顿联储主席苏珊·柯林斯也表示，在劳动力市场保持韧性且通胀压力持续的背景下，维持当前利率 一段时间是合适的选择。市场对近期降息的预期因此有所降温。 今日周四(2月26日)欧盘时段，白银期货目前交投于22467一线上方，今日开盘于22975元/千克，截至发 稿，白银期货 ...

路透调查显示，尽管地缘政治风险加剧，欧洲央行仍将把存款利率至少维持在2.00%直至今年底，这将 延续自负利率时代以来最长的一段利率稳定期。 欧元区1月通胀率降至16个月最低的1.7%，促使部分政策制定者警告价格增长可能过度放缓，欧洲央行 必须做好行动准备。尽管如此，经济仍保持韧性。 路透调查显示，尽管地缘政治风险加剧，欧洲央行仍将把存款利率至少维持在2.00%直至今年底，这将 延续自负利率时代以来最长的一段利率稳定期。 在2月9日至12日的调查中，经济学家普遍维持长期预期，即利率将保持稳定，通胀接近目标水平，经济 增长保持平稳。 在74位预测人士中，有66位认为欧洲央行将至少维持利率不变至2027年，这一前景自去年10月以来未曾 改变。欧洲央行上周已连续第五次维持利率不变。 若成真，这将是新冠疫情以来最长的利率稳定期，当时持续近十年的负利率政策步入尾声。此后创纪录 的通胀迫使欧洲央行迅速加息。 Pantheon Macroeconomics首席欧元区经济学家Claus Vistesen表示："欧洲央行目前处于教科书式的理想 状态。未来六个月内，其政策路径将非常明确，要么维持在2%，要么降息。" 欧元区经济在2 ...

Core Insights - The report highlights the slight increase in the US GDP for the third quarter, which is above expectations, indicating a resilient economic performance [4] - The European Central Bank's meeting minutes suggest that maintaining stable interest rates for an extended period may be appropriate, reflecting a cautious approach to monetary policy [4] - The report mentions the potential for further reductions in reserve requirements and interest rates in China, indicating a supportive monetary stance to stimulate economic growth [4] Economic Data Summary - The Baltic Dry Index increased by 4.28% to 1803.00, indicating a positive trend in shipping rates [5] - The Nasdaq Index rose by 0.91% to 23436.02, while the Dow Jones Industrial Average increased by 0.63% to 49384.01, reflecting a bullish sentiment in the US stock market [5] - Crude oil prices (ICE Brent) decreased by 1.29% to $64.40, while gold prices (London Gold Spot) increased by 2.18% to $4938.35, showing mixed trends in commodity markets [5] - The US dollar index fell by 0.50% to 98.28, indicating a weakening dollar against other currencies [5] - The Hang Seng Index closed at 26629.96, up by 0.17%, while the Shanghai Composite Index rose by 0.14% to 4122.58, reflecting stability in the Hong Kong and mainland Chinese markets [5]

美联储哈马克：对通胀保持警惕，倾向于在春季前维持利率稳定 。 来源：滚动播报 ...

Group 1 - The Bank of Canada announced to maintain the benchmark interest rate at 2.25%, indicating that the current rate is suitable to address pressures from trade wars and help stabilize inflation near target levels [1] - Recent economic data shows stronger-than-expected resilience in the Canadian economy, with the labor market adding 181,000 jobs over the past three months and a third-quarter annualized GDP growth rate of 2.6%, significantly above expectations [4] - The Bank of Canada emphasized that the current policy rate is approximately appropriate and is prepared to take measures if the economic outlook changes [1][4] Group 2 - The Canadian dollar weakened against the US dollar following the announcement, dropping to a low of 1.3860 CAD per USD, a decrease of about 0.1% [4] - Canadian government bond yields fell across the board, with the two-year bond yield declining by approximately 3 basis points to 2.66% [4] - The Bank of Canada noted that while there are signs of improvement in the labor market, trade-sensitive sectors remain weak, and corporate hiring intentions are low [6] Group 3 - The Bank of Canada warned that the review of the North American trade agreement, ongoing tariff impacts, and volatility in economic data contribute to increased uncertainty in the economic outlook [5] - The central bank's statement suggests that significant economic deterioration would be required to trigger a rate cut, indicating a long-term view of maintaining interest rates [4][6] - The upcoming January forecast will incorporate the first budget from Prime Minister Carney's government, which is expected to increase defense spending and investment plans, thereby boosting both demand and supply in the economy [4]

Core Points - Canada's inflation rate fell to 2.2% in October, down from 2.4% in September, primarily due to declining gasoline prices and easing food inflation [1] - Food price inflation decreased from 4.0% to 3.4%, while gasoline prices plummeted by 9.4% year-on-year, significantly widening from a 4.1% decline in September [1] - The core inflation rate, excluding the impact of carbon tax, improved to 2.7% from the previous 2.9%, although it remains above the overall inflation level [1] Summary by Sections Inflation Data - The October inflation data indicates a continued decline, providing a strong rationale for the Bank of Canada to maintain current interest rates [1] - Economists suggest that the basic trend of inflation should only cause limited concern for the Bank of Canada [1][2] Interest Rate Outlook - Most economists expect interest rates to remain stable for the remainder of the year, given the high threshold for further rate cuts indicated by policymakers [2] - The Bank of Canada previously anticipated inflation would return to its 2% target, and the current data aligns with these expectations [2] Currency Dynamics - The USD/CAD exchange rate remained stable around 1.4025, supported by the current environment favoring the USD against the CAD [2] - The softening of oil prices continues to exert downward pressure on the commodity-linked CAD, providing additional support for the USD [2][3] Economic Context - The USD is in a relatively strong position compared to the CAD, with recent cautious yet hawkish signals from multiple Federal Reserve officials regarding further easing [3] - Concerns about the momentum of the US economy, exacerbated by a record government shutdown delaying data releases, have led to a cautious stance among USD bulls [3]

克利夫兰联储主席哈马克表示，美联储应维持利率稳定，以继续对通胀施压，将物价增速拉回2%的目 标。她指出，尽管劳动力市场存在一定隐忧，高企的通胀依然顽固，尤其对低收入和中等收入家庭造成 持续冲击。哈马克认为，当前利率水平"几乎算不上限制性"，并暗示中性利率可能高于多数政策制定者 的估计，"为了保持政策的限制性，需要让利率维持在当前水平"。哈马克预计，通胀压力将持续到今年 年底甚至延续至明年初。她提到，企业此前已吸收了部分由关税引发的成本上涨，但如今越来越多的企 业寻求将这些成本转嫁给消费者，这可能使物价压力更加顽固。 ...

AvaTrade爱华每日市场报告：美国股市以稳健上涨开启新的一周，主要指数全线收高。在科技股和成长股的强劲带动下，市场延续了上周的积极势头。投资 者情绪受到利率环境稳定以及对政策风险可能缓解的乐观预期支撑，纷纷转向贝塔系数较高的股票。纳斯达克指数表现尤为突出，单日涨幅接近2%，显示 出市场对即将公布的大型科技公司财报抱有积极期待。 前一天总结 – 2025 年 10 月 27 日星期一 美国主要指数 • 标准普尔 500 指数：+ 1.23% 至 6,875.15 • 道琼斯指数： ▲ +0.71% 至 47,544.59 点 欧洲股市跟随华尔街走高，得益于能源稳定和科技韧性。在亚洲，由于投资者等待贸易发展和盈利势头的明朗化，市场涨跌互现。 市场驱动因素 顶级股票推动者 波动性和收益率 商品 欧洲 / 全球市场 • 纳斯达克 100 指数： ▲ +1.83% 至 25,821.54 点 • 罗素 2000 指数： ▲ +0.28% 至 2,520.44 • VIX： ▼ -0.11% • 势头延续：股市延续了上周的涨幅，纳斯达克指数表现优异，因为投资者领先于大型科技公司的财报。 • 利率稳定：10年期国债收益 ...

Core Viewpoint - The People's Bank of China (PBOC) has maintained the Loan Prime Rate (LPR) unchanged for the seventh consecutive month, indicating a strategic decision to stabilize the economic environment amidst complex international dynamics [1][5][16]. Economic Indicators - The GDP growth rate for the second quarter reached 5.3%, continuing the robust trend from the first quarter, while the manufacturing PMI has remained above the threshold for several months, and retail sales are showing steady recovery [3]. - The Consumer Price Index (CPI) has been below 1% for three consecutive months, with the core CPI stabilizing around 0.5%, providing a favorable backdrop for maintaining interest rates [3][5]. Monetary Policy Strategy - The current stable inflation environment allows the PBOC to avoid raising interest rates to curb prices, thus preserving policy space for future adjustments [5][10]. - The PBOC's decision to keep the LPR unchanged is a tactical move to maintain balance in the face of international financial market volatility, particularly concerning potential capital outflows and pressure on the RMB exchange rate [5][10]. Policy Implementation - The PBOC has previously implemented measures such as reserve requirement ratio cuts and targeted interest rate reductions, which are still being assessed for their impact on the real economy [7][10]. - The central bank is focusing on "precision drip irrigation" through targeted monetary policy tools rather than broad-based rate cuts, aiming to direct financial resources to key sectors like technology innovation and green development [9][10]. Future Outlook - The direction of the LPR in the second half of the year will depend on the strength of economic recovery and external shocks, particularly the timing and magnitude of the Federal Reserve's monetary policy changes [10][14]. - If the economic recovery shows signs of slowing, the likelihood of structural or comprehensive rate cuts will increase [14]. Implications for Households - The stability of the LPR provides a temporary window for households to optimize their financial structures, especially for those with mortgage obligations linked to the 5-year LPR [14][16]. - Households are encouraged to explore investment channels and maintain a healthy balance sheet to navigate potential future interest rate fluctuations [16][17].

智通财经7月17日电，美联储理事Kugler表示，当前应维持利率稳定一段时间。 ...