MOMA焕城
He liked
He liked
央行发布会的五大要点
摘要 我们认为,对外贬值与对内宽松可以并存,央行也不会因为防风险而产生新的风险,对近期央行关注汇率和利率的风险不需要过度担忧。 对于资金,流动性压力不会延续,可能即将进入跨节拐点、转向均衡。 对于债市,我们认为调整可能基本结束,10年国债可以向着1.5%的位置继续做多。 短期内汇率的不确定性上升,中期内可能阶梯式贬值 央行认为人民币有韧性,过去一年的贬值主因是美元强势。未来一段时间汇率的不确定性进一步上升,除强势美元外可能还包含特朗普就职后的对华措施不确定性等。 但央行稳汇率的目标在短期内不会改变,中国经济基础坚实,央行有充足的信心和工具维持汇率稳定。 中期来看,汇率将整体保持基本稳定,如果基
He liked
Antisipasi Libur Nataru 2025, BCA Siapkan Uang Tunai Rp41,2 Triliun
Pasardana.id - PT Bank Central Asia Tbk. (IDX: BBCA) memproyeksikan kebutuhan uang tunai sebesar Rp41,2 triliun pada periode Natal dan Tahun Baru (Nataru) 2025. Jumlah tersebut naik 3% dari kebutuhan uang tunai pada Natal dan Tahun Baru setahun lalu. Proyeksi tersebut muncul seiring tingginya aktivi
He liked
He liked
China's stimulus: The east wind is here – TDS
China is now accelerating its services rebalancing efforts. Ministry of Finance to announce a new fiscal package next week, TDS macro analysts note. The full impact of the stimulus to anchor growth in the 5% region “China is accelerating its services rebalancing efforts which will lift long-term eco
He liked
He liked
USD/CNH: MAG-TRADE SIDEWAYS SA PAGITAN NG 7.0900 AT 7.1100 – UOB GROUP
Ang US Dollar (USD) ay malamang na mag-trade sa isang hanay sa pagitan ng 7.0900 at 7.1100. Sa mas mahabang panahon, malamang na mag-trade ang USD sa patagilid na hanay na 7.0700/7.1300, ang tala ng UOB Group FX strategists na sina Quek Ser Leang at Lee Sue Ann. Rangebound sa loob ng 7.0900/7.1100 r
He liked
Indo Tambangraya (ITMG) Guyur Dividen Interim Rp1,38 Triliun Awal September
Indo Tambangraya (ITMG) Guyur Dividen Interim Rp1,38 Triliun Awal September (Foto: MNC Media) IDXChannel - Emiten batu bara, PT Indo Tambangraya Megah Tbk (ITMG) memutuskan pembagian dividen interim senilai USD90 juta atau setara Rp1.228 per saham. Mengacu jumlah saham beredar per akhir Juli sebanya
He liked
He liked
He liked
ECB’S DE GUINDOS: INFLATION DATA PRACTICALLY IN LINE WITH OUR PROJECTIONS
In an interview with Europa Press on Tuesday, European Central Bank (ECB) Vice President Luis de Guindos said “inflation data practically in line with our projections.” Additional quotes Data-wise, September is a much more convenient month for taking decisions than July was. Current level of uncerta
He liked
US DOLLAR ESTABILIZE POST ISM PMIS DATA
Bumawi ang US Dollar pagkatapos ng bahagyang pagkalugi kasunod ng data ng ISM PMI.Nakahanap ang Dollar ng unan sa mataas na yield ng US Treasury.Ang mga palatandaan ng disinflation ay nagsimulang lumitaw sa pang-ekonomiyang tanawin ng US, na maaaring bigyang-katwiran ang pagdadala ng mga pagbawas. S
Pull-up Update