09.10.2026
美联储将无法满足货币市场的预期
央行理论主张,在供应冲击具有暂时性且通胀尚未持续高于目标水平的前提下,不应直接对此作出反应。 目前,这两个条件均未满足。以个人消费支出(PCE)指数衡量的核心通胀率在8月份达到3.0%,而美伊冲突已持续了六个月以上。
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09.10.2026
新兴市场债务并非单一投资品种;它涵盖以主要货币(如美元)发行的政府债券和公司债券,以及本币债券、货币和前沿市场。这些领域对全球经济增长、通胀、市场波动以及地缘政治局势的变化所作出的反应各不相同。
Read more09.10.2026
央行理论主张,在供应冲击具有暂时性且通胀尚未持续高于目标水平的前提下,不应直接对此作出反应。 目前,这两个条件均未满足。以个人消费支出(PCE)指数衡量的核心通胀率在8月份达到3.0%,而美伊冲突已持续了六个月以上。
05.10.2026
美国国债和德国国债收益率一度触及数年高点,随后回落,原因是美国非农就业数据疲软,大幅降低了美联储10月加息的可能性。
28.09.2026
由于强劲的美国经济数据和坚挺的能源价格强化了市场对美联储(Fed)将再次加息的预期,长期收益率飙升至数十年来的高位。
Speakers: Nicolas Barben, Marc Elliott
Speakers: Monica Espinosa, Pierre Ricq
Speakers: Kier Boley