天嗜皇影
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华创张瑜:2024年金融数据下的四组宏观叙事
事项 2024年12月,新增社融28507亿(前值23288亿),新增人民币贷款9900亿(前值5800亿)。社融存量同比增长8%(前值7.8%),M2同比增长7.3%(前值7.1%),M1同比增长-1.4%(前值-3.7%)。 核心观点 1、政府“化债”叙事中,由于企业负债回报相对偏高,政府负债回报相对偏低,因此化债的持续推动或预示金融机构资产端的高收益资产将越来越稀缺。 2、“防范资金空转”背景下,后续银行向非银投放资金规模或有边际减少的可能,历史经验来看,这一阶段小盘股通常难以较大盘股跑出优势。 3、四季度企业居民存款剪刀差明显抬升,这似乎预示着2025年下半年企业利润同比有改善的可能,
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ANG MEXICAN PESO AY HUMINA SA GITNA NG GEOPOLITICAL TENSIONS, DOVISH BANXICO COMMENTS
Ang Mexican Peso ay binubura ang mga naunang nadagdag sa pandaigdigang geopolitical development at dovish na mga komento mula sa Gobernador ng Banxico.Ang dovish na paninindigan ni Victoria Rodríguez Ceja sa patuloy na pagbabawas ng rate ay sumasalamin sa mga pagsisikap na pamahalaan ang inflation s
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GOLD PRICE SLIPS AS US YIELDS RISE ON RISK-OFF MOOD
Gold trades at $2,645, down 0.30%, as US 10-year Treasury yields rise to 4.026%, capping further upside.Middle East conflict escalation involving Israel, Hamas, and other groups like Houthis supports Gold amid risk-off sentiment.Market expectations of a 25 bps Fed rate cut remain high at 83.5%, whil
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SOL/USD: FUNDAMENTAL FACTORS PREVENT THE TOKEN FROM DEVELOPING UPWARD DYNAMICS
ScenarioTimeframeWeeklyRecommendationSELL STOPEntry Point144.00Take Profit132.00, 125.00Stop Loss153.00Key Levels125.00, 132.00, 162.50, 175.00, 187.50Alternative scenarioRecommendationBUY STOPEntry Point162.60Take Profit175.00, 187.50Stop Loss152.40Key Levels125.00, 132.00, 162.50, 175.00, 187.50Cu
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Petani Minta Prabowo Bentuk Badan Khusus Sawit, Ini Alasannya
Ilustrasi/truk pengangkut Tanda Buah Segar (TBS) kelapa sawit/Foto: ANTARA FOTO/SYIFA YULINNAS Jakarta Presiden terpilih Prabowo Subianto berencana solar campur sawit 50% atau B50 dapat disalurkan paling cepat akhir tahun. Namun, sejumlah petani sawit menilai masih ada hambatan untuk mencapai target
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ANALIS MARKET (05/8/2024) : IHSG Diperkirakan Mixed dengan Kecenderungan Tertekan
Pasardana.id - Riset harian FAC Sekuritas menyebutkan, pada perdagangan akhir pekan lalu (2/8), IHSG ditutup melemah 17,86 poin (-0,24%) ke level 7.308,12. Pelemahan tersebut disebabkan minimnya katalis positif dalam negeri dibayangi aksi taking profit pelaku pasar. Dari eksternal, aktivitas manufak
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