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2024年5月20日 · 2024年5月20日. 概要. 對歐洲股市投資者來說，「過程更勝目標」這句格言今年或反映實況。 經濟環境改善、市場動力擴大，加上預期歐洲央行最快將於6月減息，均推動了歐元區股市上揚。 環球增長有擴大跡象，可能利好美國以外的風險資產，尤其是歐洲投資級別信貸，其交易價對比美國信貸已折讓一段時間，估值差距可能開始收窄。 環球上市基建的防守特質和可靠現金流，令其在投資組合中廣受歡迎。 但在過去兩年，實際利率高企拖累估值倍數，導致其表現落後於環球股市。 不過隨著減息將至，現時或浮現機遇。 本周重點圖表——中國發行超長期債券的提振. 中國當局為提振經濟動力而推出的政策支援已持續數月。 本周最新採取了可能屬最有力的行動：確認發行新一輪1萬億元人民幣（1,400億美元） 的超長期政府債券。
2024年5月28日 · 新加坡元. 支持位 / 阻力位. 兌美元 1.3416 / 1.3570 ⬆. 兌港元 5.7554 / 5.8129. 新加坡元幾乎沒有變化，昨天兌美元小幅走強，由於美國和英國假期導致交易清淡，美元兌主要貨幣走低。. 同時，大宗商品堅挺，油價上漲。. 美元兌新加坡元昨日下跌0.01%，而新加坡元兌 ...
2024年5月27日 · The RBNZ’s stance is more hawkish than expected. On 22 May, the Reserve Bank of New Zealand (RBNZ) delivered a hawkish surprise.While the policy rate was left unchanged at 5.5%, its latest projections showed a higher policy rate peak at 5.65% (previously 5.60%), with rate cuts being pushed back to 3Q25 (previously 2Q25).
2024年5月16日 · In our economists’ view, the higher tariffs are unlikely to have a significant impact on overall US-China trade flows, given: (1) most of these goods were already subject to additional duties, (2) the targeted goods comprise just 4% of total US imports from China, (3) it was widely expected that existing Section 301 tariffs would be retained, an...
2024年5月23日 · Market expectations for Fed rate cuts have been on a roller-coaster ride, swinging from too enthusiastic in Q1 to quite conservative at the time of writing as inflation has proved stickier than expected. As rate cuts are just a matter of time, we lock in current attractive bond yields. In equities, we see a richer set of opportunities across geographies and sectors, driven by broadening global ...
2024年5月20日 · Insight. FX Trends. The USD’s double whammy. Key takeaways. Renewed dovish hopes for the Fed and associated gains in risk appetite have hit the USD… …but USD weakness looks excessive relative to US inflation data, and could stall or reverse. USD gains could also be fostered by dovish developments elsewhere, notably ahead of ECB and BoE meetings.
6 天前 · AUD fell against the dollar yesterday amid rising UST yields and risk aversion sentiment which supported USD. While Australia’s monthly CPI rose 3.6% YoY in April, surpassing the expected readings of 3.4% and 3.5% prior. AUDUSD fell 0.56% yesterday while AUDHKD ended at 5.16 level.
