日圓

Search documents
光大新鸿基晨会纪要-20250819
光大新鸿基· 2025-08-19 05:22
大行晨報 - 日圓或可小注追入 - 2025 年 8 月 19 日星島日報 / 頭條日報 https://www.stheadline.com/columnists/finance- property/3491481/%E5%A4%A7%E8%A1%8C%E6%99%A8%E5%A0%B1- %E6%97%A5%E5%9C%93%E6%88%96%E5%8F%AF%E5%B0%8F%E6%B3%A8%E8%BF%BD%E5%85%A5% E5%A4%A7%E8%A1%8C%E6%99%A8%E5%A0%B1 ...
光大新鸿基晨会纪要-20250731
光大新鸿基· 2025-07-31 05:17
Group 1 - The International Monetary Fund (IMF) has slightly raised its global economic growth forecasts for 2025 and 2026 to 3% and 3.1% respectively, while emphasizing potential negative impacts from trade disruptions [1] - Economic growth forecasts for China and the United States have been increased to 4.8% and 1.9% respectively for this year [1] - The US dollar index has been rising, reaching a one-month high of 99.141, influenced by market expectations of trade agreements between the US and major trading partners [1] Group 2 - The Bank of Japan is expected to maintain its current interest rate of 0.5% and may seek further rate hikes depending on economic conditions [2] - The core consumer price index in Tokyo for July showed a year-on-year increase of 2.9%, slightly below market expectations of 3% [2] - The political situation in Japan, including the recent loss of parliamentary control by the ruling party, is affecting the yen's exchange rate, with expectations for the USD/JPY to fluctuate between 146 and 150 [2]