智通财经7月9日电，英国央行称主权债市场压力上升，对冲基金净回购借款升至创纪录的770亿英镑。 ...

Group 1 - The core viewpoint indicates that the U.S. stock market shows a tendency for further upward movement, with the Nasdaq index rising by 0.13% and the Dow Jones index slightly declining by 0.1% [1] - The A-share market is approaching two significant Fibonacci time nodes, with the 21-day and 55-day markers coinciding around next Thursday, suggesting a potential short-term turning point [1] - The Shanghai Composite Index faces pressure points at 3417 and 3439, with a breakthrough of 3417 likely to encounter resistance at 3439, indicating a challenging market environment [2] Group 2 - Despite a slight decline in the morning session, the market is expected to rebound, with a high probability of closing in the positive territory due to an increase in trading volume exceeding 13 billion [2] - If the market progresses favorably and large-cap stocks rise significantly, the target for the index could be adjusted to around 3500 points [2] - The presence of incremental funds suggests that even if major sectors like liquor and electricity weigh on the index, smaller stocks may perform well, alleviating concerns about market profitability [2]

近日，英国《金融时报》发表了一篇由罗宾·哈丁(Robin Harding)撰写的分析文章，聚焦香港利率异常现 象及其背后的全球市场警示信号。作为资深财经记者和分析师，哈丁长期关注亚洲金融市场动态，对货 币政策和金融风险有深入研究和独到见解。 文章揭示了一个令人困惑的市场异象：过去一个多月来，香港隔夜利率持续维持在接近零的水平 （0.01%），而同期美国利率却高达4%以上。考虑到港币与美元的挂钩关系，理论上这种巨大的利差应 该提供了一个几乎无风险的套利机会，但奇怪的是，这种"反常"现象却持续存在。 哈丁指出，这一现象反映了亚洲投资者对美国资产胃口下降、香港资本市场复苏，以及银行和对冲基金 风险承受能力的惊人局限性。更深层次看，这可能是全球市场对特朗普贸易政策不确定性的应激反应。 这种利率异常背后，实则隐藏着全球金融市场的压力信号。正如哈丁所言： 特朗普在贸易政策上的摇摆不定尚未令金融市场崩溃，但香港发生的情况表明它们正承受着 压力。 新台币飙升：蝴蝶效应的起源 哈丁称，这场金融异象的起点可以追溯到近期新台币大涨的事件。5月2日，由于市场猜测特朗普可能要 求在贸易协议中让贸易伙伴的货币升值，新台币汇率出现了突然大 ...

加拿大央行：在市场压力期间，对冲基金可能会更难维持其在加拿大政府市场的存在。 ...