印度央行干预债券市场
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每日机构分析:9月1日
Sou Hu Cai Jing· 2025-09-01 12:00
Group 1 - Gold prices are on an upward trend, influenced by U.S. personal consumption expenditure data, with market expectations for a potential interest rate cut by the Federal Reserve [1] - Speculators increased their net long positions in Comex gold by 6,363 contracts, bringing the total net long positions to 148,122 contracts [1] Group 2 - The U.S. stock market is at a critical juncture, with upcoming employment data, inflation indicators, and Federal Reserve interest rate decisions expected to set the market tone [2] - In August, South Korean retail investors sold $657 million worth of Tesla stock, marking the largest outflow since early 2023, as interest shifted towards more volatile investments like cryptocurrencies [2] Group 3 - The average house price in the UK fell by 0.1% month-on-month to £271,079, with affordability concerns impacting price growth [3] - Analysts suggest that the European Central Bank's rate-cutting cycle may be over, with expectations to maintain the deposit rate at 2% during the September policy meeting [3] Group 4 - The Reserve Bank of India may intervene in the bond market to curb rising yields, with economists expressing concern over the speed of yield increases [4]