欧元兑美元周一从1.1725区域展开的反弹，在1.1800区域遇阻回落。技术指标显示，该货币对的反弹动 能已有所减弱，但相对强弱指数（RSI）仍维持在50关口上方的正值区间。欧元兑美元的即时支撑位位 于9月2日低点延伸的趋势线上，当前该趋势线在1.1730区域。若汇价跌破该位置并确认失守，空头压力 将进一步加大，可能先后下探9月12日低点1.1700区域和9月11日低点1.1660区域。上行方面，日内高点 1.1820以及9月18日高点（接近1.1850），大概率会对汇价潜在的看涨反弹形成阻力，而进一步阻力则看 向9月16日高点1.1878。 周三（9月24日）亚盘早盘，欧元兑美元下跌，目前交投于1.17附近，截止北京时间11:41分，欧元兑美 元报价1.1798，跌幅0.11%，上一交易日欧元兑美元收盘为1.1811。瑞士宝盛预计欧洲央行将在12月降 息，并承认存在宽松政策减少以及货币政策宽松周期提前结束的风险，经济学家戴维·迈耶 （DavidMeier）在一份报告中表示。 "鉴于目前的政策立场为中性，存款利率为2.00%，且无需转向更宽松的政策，我们坚持认为欧洲央行 下次降息将在12月，"他表示。迈耶表示 ...

转向高成长板块轮动？ 当地时间周三，美联储宣布去年12月以来首次降息，此举标志着一段漫长的货币政策停滞期的结束。 对投资者而言，最大的疑问在于：一旦宽松周期重启，市场将如何反应？ 押注进一步上涨？ 法国兴业银行周三表示，他们看好风险资产，同时也建议扩大投资组合范围。两大主要调整方向为：增 加股票配置、减少现金持有。他们将全球资产配置中股票的推荐比例从44%上调至50%，现金比例则从 10%下调至5%。 法兴银行称，当私人部门杠杆率处于较低水平时，美联储降息往往会推动股市估值上调，即实现更高的 市盈率。随着全球财政支出增加以及供应链布局多元化，每股收益（EPS）应会继续增长。他们表 示："在名义每股收益走高，且美联储有望将利率降至'新常态'的背景下，标普500指数的任何回调幅度 都可能有限，且该指数有望创下新高。" 历史数据显示，美国股市往往在首次降息后立即会有强劲回报，且在随后12至24个月内也表现不俗。但 由于当前股市已徘徊在历史高位，常规策略可能无法准确预判本轮周期的影响。 投资机构NEPC合伙人兼资产配置主管尼尔森（Phillip Nelson）表示："至少在过去一个月里，股市显然 一直在'买预期'。因 ...

The Fed's first interest-rate cut in nearly a year may end a long pause in monetary policy. But for investors, the biggest question is how markets will react once the easing cycle resumes and, more importantly, what it means for their investment portfolios. ...

【导读】美元跌破97关口 中国基金报记者 泰勒 大家好，关注一下美元指数的消息。 9月16日晚间，美元指数跌破97关口，创两个月新低。 | 美元指数 | | | | | | | --- | --- | --- | --- | --- | --- | | [ DINIW | | | | | | | 96.9887 -0.3683 -0.3783% | | | | | | | 09-16 20:05:57 | | | | | | | 今开 97.3461 最高 | | 97.3891 | 振幅 | | 0.4732% | | BEIRZ 最低 97.3570 | | 96.9284 | 波幅 | | 0.4607 | | 分时 王日 日K | | 間K | 目K | 更多, | | | 最新:96.9887 -0.3683 -0.3783% | | | | 分时成交 | | | 97.7820 | | | 0.44% | | | | | | | | 19:56 | 96.9523 | | | | | | 19:56 | 96.9518 | | | | | | 19:56 | 96.9523 | | | | | | ...

钛媒体App 8月17日消息，受美联储可能在9月降息25个基点重启货币政策宽松周期的预期提振，华尔街 主要股指连续第二周上涨。虽然美国总统特朗普的关税政策可能会增加价格压力，最近美国劳动力市场 的疲软使投资者对下个月货币政策转向燃起希望。资金流向显示，过去一周有近90亿美元资金回流美股 基金，但美银最新发布的机构调查显示，估值成为了基金经理担忧市场调整的重要因素。（第一财经） ...

Core Viewpoint - The Polish central bank's monetary policy committee member Dabrowski indicated that the easing cycle may begin in October or November [1] Group 1 - The potential start of the easing cycle suggests a shift in monetary policy aimed at stimulating economic growth [1] - The timing of the easing cycle is significant as it may impact market expectations and investor sentiment in the region [1]

Core Viewpoint - Major banks in China are withdrawing long-term large-denomination certificates of deposit (CDs), indicating a significant market adjustment with interest rates dropping to the "1" range [1][2][3] Group 1: Market Changes - Several large and medium-sized banks, including Industrial and Commercial Bank of China, China Construction Bank, and China Merchants Bank, have completely removed five-year large-denomination CDs from their offerings [2] - The majority of banks now primarily offer large-denomination CDs with a maximum term of two years, with three-year products becoming increasingly scarce [2][3] - Interest rates for large-denomination CDs have significantly decreased, with rates for two-year products generally ranging from 0.9% to 1.4%, and three-year products hovering between 1.55% and 1.75% [2] Group 2: Bank Strategies - Banks are withdrawing long-term large-denomination CDs to avoid high-cost deposits and reduce interest payment costs, reflecting a structural shift in response to monetary policy [3] - The trend indicates a move towards a shorter-term deposit structure, which may become the norm, impacting both banks and depositors [3] - This shift is expected to alleviate net interest margin pressures for banks while increasing the need for effective liquidity management [3] Group 3: Implications for Depositors - The exit of long-term large-denomination CDs will reshape traditional conservative investment paths for depositors [4] - Depositors are encouraged to explore alternative products such as government bonds, cash management products, money market funds, fixed-income products, and insurance products [4] - Future trends suggest a normalization of declining interest rates and a reduced reliance on long-term high-interest liabilities, with banks potentially offering differentiated interest rates through mechanisms like "white lists" [4] Group 4: Innovation and Service Upgrades - Banks are encouraged to innovate in product offerings, such as introducing "principal-protected + floating return" structured deposits to balance safety and yield [5] - There is a push for integrated wealth management services, creating one-stop accounts that combine deposits and investments to enhance service efficiency [5] - Banks should focus on digital transformation to improve service efficiency and reduce operational costs [5]