summs

随着开年债券利率续创新低，四季度降准的缺席并未打消市场对于货币宽松的预期。今年1月还会有降准降息吗？鉴于经济在外部不确定性下仍有开门红的诉求，我们认为货币宽松的大方向一直没变，在落地的节奏上仍兼顾银行息差、人民币汇率、债券发行这三点因素，这三者的变化也构成了观察开年货币宽松的三条线索。 首先，降息在利率下行方面，仍需总体保持银行的资产端和负债端利率相匹配，简而言之就是维护银行息差，为货币宽松创造空间。2024年三季度末商业银行净息差继续收窄至1.53%，进一步地看，近期息差的压力似乎并未明显缓解： 一方面，2024年末以来资产端利率的节奏有所超调，国债利率的下行速度快于负债端同业存单成本的下行

SkenarioPeriode waktudalam satu hariRekomendasiBELI BERHENTITitik masuk2640.00Ambil Untung2685.56Hentikan Kerugian2613.83Level yang paling penting2589.61, 2600.00, 2613.83, 2623.84, 2640.00, 2655.00, 2670.00, 2685.56Skenario alternatifRekomendasiJUAL BERHENTITitik masuk2613.80Ambil Untung2580.00Hent

NZD/USD gained further ground around 0.5900. Buyers gained further ground and pushed back the sellers’ attempts as indicators continue in recovery mode. The pair might continue to gain ground as it moves closer to its 20-day SMA at 0.5960. The NZD/USD climbed by 0.31% to 0.5910 in Tuesday's session,

Chiến thắng của Trump làm dấy lên kỳ vọng về lạm phát do chính sách gây ra, buộc Fed phải duy trì chính sách hạn chế trong thời gian dài hơn.FOMC họp vào thứ năm với mức cắt giảm 25 điểm cơ bản đã được phản ánh trong giá.Nền kinh tế Hoa Kỳ tiếp tục tăng trưởng theo xu hướng hoặc cao hơn . Chỉ s

Ang Bank of England at ang Fed ay inaasahang magbawas ng mga rate ng bahagyang mas mababa kaysa sa ECB. Nagbago ito pagkatapos ng ulat sa pagtatrabaho sa US noong simula ng Agosto. Ang mga inaasahan ng Fed ay humiwalay mula sa mga inaasahan ng Bank of England at nahuli sa mga ina

The Mexican Peso trades mildly higher as risk appetite improves on Thursday. Disappointing Nvidia earnings had weighed on equity markets during the Asian session, but they are recovering. Mexico’s high interest rates still attract carry-trade inflows, despite the Peso weakening. The

New Zealand Dollar (NZD) is expected to continue to advance; it remains to be seen if the y-t-d high of 0.6320 is within reach, UOB Group analysts Quek Ser Leang and Lee Sue Ann note. NZD targets 0.6320 24-HOUR VIEW: “After NZD rose two days ago, we indicated yesterday that ‘despite the relatively s

昨晚不论做多做空的兄弟，只要是持仓一定难受。上又不破高点，下又不破低点。来回振幅又大。能坚持顶住的人少之又少。相信不少小资金的人折戟沉沙了。很不幸，我昨晚也不例外。 差点凉凉啊，多好的一个利空行情啊，硬生生给我拔上来了，吐血

Key points Berkshire Hathaway stock was down 3% on Monday. The company run by Warren Buffett beat earnings and revenue estimates. It sold a big chunk of Apple stock, its largest holding. The conglomerate run by Warren Buffett made some major moves in the second quarter. Berkshire Hathaway (NYSE

IHSG Hari Ini Berpotensi Terkoreksi, Intip Saham yang Bisa Dikoleksi (FOTO:MNC Media) IDXChannel - Indeks Harga Saham Gabungan (IHSG) diproyeksi terkoreksi pada perdagangan Selasa (6/8/2024). Analis Binaartha Sekuritas, Ivan Rosanova mengatakan, IHSG memulai gerakan koreksi agresif yang diperkirakan