为何这么紧张

受经济数据增速放缓以及外部贸易环境变化冲击，亚洲股市普遍下行，中国股市跌幅较为明显。 相关数据显示，12 月中国制造业活跃度有所回落，新年伊始，中国主流股指出现下滑态势。MSCI 亚洲股市指数触及近两周来的最低收盘点位。另外，日本金融市场进入休市期，直至下周一才开市。 澳新银行的中国市场资深策略专家表示，鉴于采购经理人指数（PMI）表现欠佳，再加上近期美元呈上行走势，“国内市场的投资情绪似乎正趋于低迷” ，“不少投资者出于对外部贸易环境不确定性的考量，有调整资金布局的意向” 。 亚洲股市此番下跌之前，标准普尔 500 指数与纳斯达克 100 指数在周二已经连续四日收跌，年末这波下跌致使美国大型

Pasca Jual Aset, Laba Bersih TBS Energi (TOBA) Melonjak 187 Persen (foto: MNC media) IDXChannel - PT TBS Energi Utama Tbk (TOBA) baru saja mengumumkan capaian kinerjanya lewat Laporan Keuangan untuk periode hingga triwulan III-2024 lalu. Dari sisi capaian laba, misalnya, Perseroan berhasil mencatatk

Ang USD/CAD ay nakikipagkalakalan na may banayad na mga nadagdag sa paligid ng 1.3755 sa unang bahagi ng Asian session noong Huwebes.Ang inaasahan ng isang mas mabagal na bilis ng mga pagbawas sa rate ng Fed ay nagpapatibay sa USD ng malawak.Ang BoC ay inaasahang magbawas ng mga rate ng 50 bps sa su

The Pound Sterling finds temporary support near 1.3100 against the US Dollar as the Greenback corrects slightly.Investors see the Fed reducing interest rates this month but are split over the size of the potential rate cut.The BoE’s policy-easing cycle is expected to be shallow for the remainder of

金融市场潜在的收益就像赌场一样诱惑着人们：“过来吧，试试你的运气。每个人都有可能是赢家。” 从某个角度看，华尔街就类似于一个大型赌场，投资机构们通过高速自动化、计算机算法和流动性来控制押注金融交易的结果。而金融市场潜在的收益也像赌场一样诱惑着人们：“过来吧，试试你的运气。每个人都有可能是赢家。” 尽管大家都知道赌的概率非常大，但人们依然在华尔街这里漫步，试图碰碰运气，或许可以实现发财的梦想。然而，事实却是残酷的：赌徒只会偶尔赢钱，而开赌场的人则是多数时间的赢家。 因此，你可以从玩扑克牌中获得的四条经验来触类旁通，想想这

Ang CHF ay ang pangalawang pinakasobrang halaga na pangunahing pera pagkatapos ng USD, ang tala ng DBS FX strategist na si Chang Wei Liang. May saklaw pa rin ang SNB na magbawas ng mga rate "Ang matalim na pag-relax ng mga carry trade noong Hulyo ay nagresulta sa pagpapalakas ng CHF gaya ng JPY." "H

Executive Chairman MNC Group, Hary Tanoesoedibjo menghadiri Town Hall Meeting PT MNC Land Tbk (KPIG). (Foto: MNC Media) IDXChannel - Executive Chairman MNC Group, Hary Tanoesoedibjo menghadiri Town Hall Meeting PT MNC Land Tbk (KPIG) untuk memberikan arahan dan masukan kepada perusahaan properti bag

We expect a gradual, calibrated convergence in the CNY fixing back towards the spot rate, which closed at around 7.17, DBS FX & Credit Strategist Chang Wei Liang notes. PBOC raises its USD/CNY fixing marginally “USD/CNH has seemingly become a beta play to USD/JPY, rising towards 7.20 yester

美股泡沫终于市场脆弱度与货币紧缩高位，择时关键看事件 近期美股出现较大波动，且市场一度将本轮行情与科网泡沫等熊市历史对比，担忧本轮美股是否有见顶、泡沫或将破裂的风险。我们构建的美股顶部指标体系本轮亮灯57%，1970年以来美股9次熊市前体系亮灯>=50%，此前美股或处于较乐观区间。因此，我们复盘美股两次核心资产行情始末：①行情终结时市场皆具较高脆弱度；②泡沫终结皆发生在货币政策紧缩高位；③特殊事件冲击是泡沫破裂的导火索；④相对盈利趋势贯穿两次核心资产泡沫行情趋势始末；⑤结构性资金加速入场与外生冲击影响结构性风险偏好，是行情演绎的重要因素。 核心观点 泡沫诞生：新旧动能转换、产业与货币政策