• 黄金和利率之间有什么关系?我们应该期待修正的进展吗?

    美联储、日本央行和英国央行都将于本周召开央行会议,市场的第一个明显反应是迅速清算持有的黄金。

  • 下周关键经济事件和报道

    下周关键经济事件和报道

  • 合作与竞争:欧佩克偏爱前者

    日经新闻援引俄罗斯能源部长Alexander Novak的言论报道称,欧佩克和包括俄罗斯在内的其他石油出口国正处于谈判的最后阶段。

  • 高盛和德意志银行警示投资者不要做白日梦

    最近,高盛因公开表示反对市场对美联储利率路径的普遍预期而受到关注。

  • 为什么收益率曲线反转只是一个警告,而仍不是衰退的迹象?

    Inversion of the US yield curve continues, becomes stronger and captures more and more sections of the curve, but why is this just a warning, not a sign of recession?

  • 耐用品订单数据证实美国制造业放缓

    Orders for durable goods – cars, equipment and other goods whose service life exceeds three years, declined by 2.1% in April in the United States, reported the Department of Commerce on Friday.

  • 下周关键经济事件和报告

    Monday, May 27, 2019 – United States – Memorial Day, United Kingdom – Spring Bank Holiday.

  • 英国首相特蕾莎梅辞职,给英镑带来巨大挑战

    Theresa May announced that she will step down from the post of Prime Minister as well as from the post of the leader of the Conservative Party on June 7, reported Sky News on Friday.

  • 关于最新的美国采购经理人指数报告,你需要知道什么?

    Markit calculations showed that Production and services activity in the US plummeted in May, barely remaining above the recovery zone.

  • 澳大利亚房地产市场发生了什么?(二)

    In the first part of my article “What happens to the Australian real estate market? Part 1” we established an unusual feature of the last episode of price deflation in the housing market — the absence of traditional drivers, such as high unemployment and a rise in mortgage rates. Housing prices in Australia declined despite of strong hiring rates (what leads to income growth and high consumer confidence) and stable mortgage rates.

  • 澳大利亚房地产市场发生了什么?(一)

    The monetary policy formula of any central bank, including the Bank of Australia, necessarily incorporates the indicators of the real estate market.

  • 低利率——全球央行面临的新严峻现实?

    The painfully slow recovery and tepid to the efforts of Central Bank inflation can become a plague for developed economies, if policymakers won’t find a natural extension of stimulus measures when interest rates reach their lower limit.

  • 量化宽松后的时代:美联储将如何应对下一次衰退?

    Massive inflation of world central banks’ balance sheet during last recession and only slight and cautious unwind during expansion phase (see “ratchet effect”) raises the question of QE flexibility as a policy tool for smoothing economic cycles.

  • 下周关键经济事件和报道

    Tuesday, May 14, 2019 – Average Earnings Index +Bonus (Mar)(GBP), Claimant Count Change (Apr)(GBP), German ZEW Economic Sentiment (May)(EUR).