山谷野百合
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中金:上调中国一季度增长预测
1-2月主要经济数据显著好于市场预期,其中有闰年因素的影响,也可能部分反映经济基本面边际改善。海外经济表现较好,其库存周期拉动中国出口。春节假期所呈现的商品和服务消费超预期景气,有阶段性的提振因素,但也不排除经济结构调整的影响。我们将一季度GDP同比增速由4.5%左右上调至5.0-5.5%。展望未来,1-2月的新增社融与信贷均同比少增,而更能转为实物工作量的信贷融资有所增长。但中国还处于金融周期下行阶段,需求不足是主要矛盾,经济复苏基础仍需财政发力来巩固。 闰年2月自然日比平常年份多一天,会提升当月经济增速,但难以准确量化这个因素对增长的影响。 以工业增加值为例,统计局曾在《2009年2月工业
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Technical Analysis: USD/JPY bears have the upper hand, acceptance below 38.2% Fibo. awaited
From a technical perspective, the USD/JPY pair has been showing some resilience below the 38.2% Fibonacci retracement level of the December-February rally, warranting some caution for bearish traders. That said, the recent breakdown through the 100-day Simple Moving Average (SMA), the formation of a
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EUR/USD SHOULD FIND FIRM SUPPORT ON MODEST DIPS – SCOTIABANK
EUR/USD edges a little lower. Economists at Scotiabank analyze the pair’s outlook. A clear move on to and through resistance in the upper 1.0800s remains elusive Intraday and daily DMI readings suggest the mild uptrend in place since the middle of last month remains intact and that spot should find
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传奇黄金投资者预测:2024年金价将飙升至3500美元!
汇通财经APP讯——周二(12月27日),欧盘时段,现货黄金窄幅震荡,现报2068.18美元/盎司,涨幅0.03%;现货白银震荡走跌,现报24.102美元/盎司,跌幅0.41%。 投资者一致预期,美联储将于2024年开始降息,这对大宗商品来说是个好消息。较低的利率意味着美元走弱、大宗商品走强。当实际利率为正时,原本有利于债券投资者的利率变为负值,这将有助于黄金和白银等风险资产价格的上行。 黄金 目前,支持黄金上行的理由主要有三方面:美联储货币政策日益鸽派、不可持续的政府过度支出导致的债务、央行购买行为。 债券收益率下降,美元走弱的局面现已出现。10年期美国国债收益率在过去三个月里稳步下降,从去
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Rebalancing, AMMN hingga NCKL Masuk Indeks FTSE
Rebalancing, AMMN hingga NCKL Masuk Indeks FTSE. (Foto: MNC Media) IDXChannel – FTSE Russell melakukan review (tinjauan) kuartalan dan memasukkan sejumlah nama baru di indeks FTSE yang berisikan saham-saham di bursa Tanah Air. Perubahan konstituen tersebut akan efektif pada 18 Desember 2023. Emiten
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USD/CAD HOLDS STEADY NEAR WEEKLY TOP AS TRADER KEENLY AWAIT FED CHAIR POWELL’S SPEECH
USD/CAD trades with a positive bias for the third successive day on Wednesday.Bearish Crude Oil prices continue to undermine the Loonie and act as a tailwind.Subdued USD price action caps the upside ahead of Fed Chair Powell’s speech. The USD/CAD pair attracts some buyers for the third successive da
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Indeks Shanghai Composite Melemah Usai Golden Week
Pasardana.id - Indeks Shanghai Composite di Bursa Efek Shanghai melemah usai berlangsungnya libur panjang Golden Week di Tiongkok. Seperti dilansir Reuters, angka indeks turun 13,55 poin, atau sekitar 0,44 persen, pada Senin (9/10/2023), menjadi 3.096,92. Penurunan indeks Shanghai Composite dipicu d
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Pull-up Update