万古千瑞
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还会有“春季躁动”吗?
我们认为明年会有“春季躁动”。 其一,关税税率靴子落地,人民币汇率甚至会有战术性升值。我们认为当前人民币的贬值是战术性的。为了应对潜在关税挑战,人民币提前战术性贬值,为此后贸易谈判人民币升值提供空间。且随着“两会”具体刺激方案落地,人民币也会有一定升值空间。 其二,地方财政资金逐渐充裕。10万亿化债方案中,化债资金安排大于到期债务规模,有助于释放地方财政流动性。随着化债持续推动,地方财政资金逐渐充裕,下半年财政支出明显加速。此外,11月M1同比增速降幅收窄,说明化债方案在一定程度上改善了企业和居民现金流。 其三,降准降息兑现下,商业信贷配套财政支出增长,流动性相对充裕。今年9月央行年内第二次降
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SURVEI ECB: EKSPEKTASI INFLASI KONSUMEN ZONA EURO NAIK KE 2,5% DALAM 12 BULAN KE DEPAN
Survei Ekspektasi Konsumen bulanan terbaru oleh Bank Sentral Eropa menunjukkan pada hari Jumat bahwa inflasi Zona Euro terlihat sedikit lebih tinggi untuk tahun mendatang di bulan Oktober. Poin-poin penting Ekspektasi inflasi rata-rata untuk 12 bulan ke depan naik menjadi 2,5% dari 2,4% se
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WTI recovers to near $68.00, stronger US Dollar might cap its gains
WTI price rebounds slightly to near $67.90 in Thursday’s early Asian session. US crude stocks fell by 777,000 barrels last week, citing the API on Wednesday.The firmer USD and OPEC's latest downward revision for demand growth could cap the WTI’s upside. West Texas Intermediate (WTI), the
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Cek Rekomendasi Saham BBNI, Setelah Mencetak Kinerja Positif Kuartal III 2024
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ECB COMMENTARY: DOWNSIDE RISKS BUILDING – TDS
As fully expected, the ECB cut rates by 25bps today, TDS’ economists note. Fragmentation risks in euro area grow “The tone of the decision was marginally dovish, with Lagarde refusing to rule out that a 50bps cut was debated, and pointing to emerging downside risks to infl
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Wall Street Menguat di Akhir Pekan, Investor Menanti Pidato The Fed
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GBP/USD: CABLE BULLS PUSH ON TO TEST 1.2850/00 – SCOTIABANK
The Pound Sterling (GBP) picked up —briefly—in response to this morning’s UK labour market data. Unemployment fell unexpectedly in June, dropping to 4.2% (versus and expected rise to 4.5%, from May’s 4.4%). A break above 1.2850/00 is possible “Wage data was largely in line with forecasts though
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PAGTATAYA SA PRESYO NG SILVER: HAWAK NG XAG/USD ANG $27 BILANG MUKHANG HUMAWAK
ANG FED NA PAWASAN ANG MGA RATES NG INTERES SA SEPTEMBER Ang presyo ng pilak ay kumapit sa mga nadagdag sa itaas ng $27.00 habang ang mga pagbawas sa rate ng Fed sa Setyembre ay tila nalalapit na.Hinati ng mga mamumuhunan sa laki ng mga pagbawas sa rate ng interes ng Fed noong Setyembre.Ang mga tako
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NZD/USD: FIBONACCI ANALYSIS
ScenarioTimeframeWeeklyRecommendationSELL STOPEntry Point0.5870Take Profit0.5770, 0.5560Stop Loss0.5950Key Levels0.5560, 0.5770, 0.5875, 0.5910, 0.6000, 0.6135Alternative scenarioRecommendationBUY STOPEntry Point0.5910Take Profit0.6000, 0.6135Stop Loss0.5860Key Levels0.5560, 0.5770, 0.5875, 0.5910,
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SX5E: PHÂN TÍCH CHỈ SỐ ICHIMOKU
Kịch bảnKhung thời giantrong ngàySự giới thiệuBÁNĐiểm vào4958,8Hãy lợi nhuận4837.8Chặn đứng tổn thất4998,9Cấp độ chính4776.5, 4837.8, 4998.9, 5020.3Hãy nhìn vào biểu đồ bốn giờ. Dòng Tenkan-sen và Kijun-sen đã hợp nhất, cả hai dòng đều hướng lên trên. Đường xác nhận Chikou Span đang tiếp cận biểu đồ
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Cetak Laba, Saham Logindo (LEAD) Melesat 11 Persen
Cetak Laba, Saham Logindo (LEAD) Melesat 11 Persen. (Foto: MNC Media) IDXChannel - PT Logindo Samudramakmur Tbk (LEAD) mencetak laba Rp800 juta pada kuartal I-2024 setelah mencatat rugi sembilan kuartal berturut-turut sejak 2021. Kinerja positif tersebut berdampak pada harga saham perseroan. Pada pe
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PESO MEKSIKO TERJUN TERHADAP KOMENTAR FED HAWKISH
Peso Meksiko terdepresiasi tajam dengan USD/MXN diperdagangkan kembali di atas 18,00, naik lebih dari 1%.Komentar Gubernur Fed Michelle Bowman tentang mempertahankan kebijakan suku bunga tetap stabil dan kesediaan untuk menaikkan suku bunga menekan Peso.Keputusan kebijakan moneter Banxico akan datan
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