News list for "Pepperstone"
在亚洲交易时段，美国国债收益率小幅走低，10年期国债收益率进一步跌破4%。Pepperstone分析师迈克尔•布朗在一份报告中表示：“我很难证明两年期（美国国债收益率）将大幅低于3.50%，10年期（美国国债收益率）将大幅低于4.00%，因为美国的表现优于其他国家，通胀持续走高，风险偏好总体上是积极的。”他说，如果没有重大的、可能出乎意料的宏观下行...
1. Saxo Capital: Spot gold breaks through the $4,000 milestone, asset reallocation drives the rally. 2. Pepperstone: Gold has evolved into a "trade of faith". 3. ING: Gold still has the potential to rise further. 4. OCBC: The Monetary Authority of Singapore is expected to maintain its current policy stance. 5. Capital Economics: Global long-term government bond yields are temporarily stable, and the yield curve continues to be steep. 6. SMFG: The United States and Japan are approaching 160 or tr...
1. 盛宝资本：现货黄金突破4000美元里程碑，资产重配驱动涨势。2. Pepperstone：黄金俨然已经演变为一种“信念交易”。3. 荷兰国际：黄金仍有进一步上涨的潜力。4. 华侨银行：预计新加坡金管局将维持现有政策立场。5. 凯投宏观：全球长期国债收益率暂稳，收益率曲线陡峭化料持续。6. 三井住友：美日逼近160或触发美日争议与干预。7. 摩根大通：称稳定币的普及有望提振美元买盘，而非加速去美元化。8. 摩根大通：AI相关债券已达1.2万亿美元，超越银行成投资级市场最大板块。9. 摩根大通：预计新西兰联储将在11月和明年2月两次降息。10. 法巴银行：避险因素同时发力，美债失宠资金涌向黄金。
Ahmed Asiri, market strategist at Pepperstone, said: "The macro environment further supports the Fed to continue on the path of rate cuts, labour market indicators are weak and US equity valuations are overvalued. Against this backdrop, gold has taken hold as both a hedge and a diversification tool."
Pepperstone市场策略师艾哈迈德•阿西里表示，“宏观环境进一步支持美联储继续走在降息的道路上，劳动力市场指标走软，美国股市估值处于过高水平。在这种背景下，黄金作为对冲工具和分散投资工具都站稳了脚跟。”
Pepperstone策略师Michael Brown在一份报告中表示，从美联储的政策角度来看，很难想象美国就业报告会改变游戏规则。美联储主席鲍威尔指出，政策制定者需要看到通胀真正取得进展，或者劳动力市场出现某种程度的疲软，才能再次降息。对市场来说，就业报告可能是一个“好消息就是好消息”或者反之亦然的情况。市场关注的是潜在的经济情况，而不是任何潜在的政策影响。
On February 7th, Pepperstone strategist Michael Brown said in a report that from the perspective of Federal Reserve policy, it is difficult to imagine that the US jobs report will change the rules of the game. Federal Reserve Chairperson Jerome Powell pointed out that policymakers need to see real progress in inflation or some degree of weakness in the labor market before they can cut interest rates again. For the market, the jobs report could be a "good news is good news or vice versa. The mark...
2月7日消息，Pepperstone 策略师 Michael Brown 在一份报告中表示，从美联储的政策角度来看，很难想象美国就业报告会改变游戏规则。美联储主席鲍威尔指出，政策制定者需要看到通胀真正取得进展，或者劳动力市场出现某种程度的疲软，才能再次降息。对市场来说，就业报告可能是一个「好消息就是好消息或者反之亦然的情况。市场关注的是潜在的经济情况，而不是任何潜在...
Pepperstone研究主管Chris Weston表示，美国总统特朗普的关税几乎代表了所有可能情况中最为强硬的做法。他说，严厉关税似乎不太可能很快降低。投资者可能会对股市更加谨慎，而关税加剧了货币和跨资产波动。不过，Weston补充道，基本情况是，这不会引发全面的避险行为，也不会导致标普500指数下跌10%。
Michael Brown, senior research strategist at Pepperstone, said in a note that the dollar was weakening in European trading, but its good days were not over. "I remain a firm believer in the dollar bullish," he said. Talk of "American exceptionalism" remains strong. The low likelihood of the Federal Reserve cutting interest rates compared to other major central banks should also continue to support the dollar. The weak phase offers investors an opportunity to buy the dollar. (Jin Ten)
