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凯投宏观:拉加德提前离任对欧洲央行来说不是好事
Jin Rong Jie· 2026-02-18 12:04
凯投宏观的Andrew Kennigham在一份报告中称,有关欧洲央行行长克里斯蒂娜·拉加德提前离任的说法 对该央行来说不是好事。拉加德的任期定于2027年底结束,有报道称,她可能会提前卸任,以便让法国 总统马克龙在明年法国大选前能参与挑选她的继任者。Kennigham说,该报道听起来可信,可能会损害 欧洲央行作为全球最独立的央行之一的形象。"这件事表明,欧洲的政治家——就像其他地方的政治家 一样——会试图变通规则,以确保由他们属意的候选人来掌管。"他说,这一潜在举动不太可能对货币 政策产生重大影响,但有加剧政治紧张局势的风险。 ...
Argentina markets on tenterhooks ahead of news of US support
Reuters· 2025-10-06 18:48
Core Viewpoint - Argentina's peso experienced a slight depreciation while stock prices increased and bond prices rose, driven by expectations of financial aid from the U.S. Treasury amid escalating political tensions in Argentina [1] Group 1: Currency Market - The Argentine peso weakened marginally on Monday [1] Group 2: Stock Market - Stocks in Argentina edged up in response to the anticipated financial aid [1] Group 3: Bond Market - Bond prices rose as investors awaited news of financial assistance from the U.S. Treasury [1] Group 4: Political Context - Political tensions in Argentina are escalating, contributing to market volatility [1]