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凯投宏观:英国经济疲软仍将促使英国央行降息
news flash· 2025-07-16 07:27
金十数据7月16日讯,凯投宏观分析师Ruth Gregory在报告中写道,尽管英国年度物价通胀率意外上 升,但英国央行仍有可能进一步降息。数据显示,6月份的年度CPI通胀率从5月份的3.4%上升至3.6%。 这主要是由于油价上涨导致汽油价格上涨。尽管如此,英国经济的疲软仍将使英国央行继续走季度降息 的道路。她说:"风险在于,若通胀持续性超预期,可能导致降息步伐较我们预测更缓、幅度更小甚至 进程中止。" 凯投宏观:英国经济疲软仍将促使英国央行降息 ...
LendingClub: Already Pricing In Major Economic Weakness
Seeking Alpha· 2025-04-30 14:22
Core Insights - The article discusses the potential for investing in undervalued stocks that are mispriced by the market as of the end of April [1] Group 1 - The focus is on identifying investment opportunities in stocks that are currently undervalued [1] - The article suggests that there may be beneficial long positions available through stock purchases or call options in a specific company, referred to as LC, within the next 72 hours [2] - The information provided is intended for informational purposes and does not constitute a solicitation to buy or sell securities [3]