News list for " volkmar"

德商银行:如果美国信心指标走弱,美元将面临下跌

德国商业银行分析师 Volkmar Baur 在一份报告中称,如果即将公布的数据显示美国企业信心进一步下滑,美元可能会下跌。 许多美国公司最初对特朗普总统的选举胜利反应积极,但情况在 1 月份发生了变化。企业对特朗普的“炮轰式”公告及其中的部分逆转感到不安。未来几天将公布多项 2 月信心指标,包括纽约联储制造业指数。“如果出现进一步的下滑,美元可能面临越...

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2025-02-18 11:33:16
Deutsche Bank: The yen will weaken, and the Bank of Japan is expected to raise interest rates again in December

Deutsche Bank strategist Volkmar Baur wrote that the yen will remain structurally weak after a brief strengthening, and the Bank of Japan is expected to raise interest rates again in December. The yen will weaken again, as the real rate hike cycle is obviously not coming, and the dollar/yen will strengthen next year. The Bank of Japan is very willing to raise interest rates again, but considering the dovish comments of the deputy governor before, it is too early to raise interest rates in Septem...

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2024-08-21 00:09:28
德商银行:日元将走弱 料日本央行12月再次加息

德商银行策略师Volkmar Baur写道,日元在短暂走强后将保持结构性疲软态势,日本央行料在12月再次加息。日元将再次走软,因为真正的加息周期显然不会到来,明年美元/日元将走强。日本央行非常愿意再次加息,但考虑到副行长之前的鸽派评论,9月加息为时过早,而10月会议又与美国大选日接近,时机不佳,因此预计将在12月加息。...

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2024-08-21 00:09:28
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