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The ISM Manufacturing PMI ticked lower to 48.0 in June, missing consensus.The US Dollar remains well on the defensive, revisiting two-day lows. In July, the US manufacturing sector lost some momentum. The ISM Manufacturing PMI dropped from 49.0 in June to 48.0, which was also lower than analysts' pr

EUR/USD trades lower on positive US data and weak Eurozone confidence numbers.The risk-on mood following Trump’s decision to delay tariffs on Europe has favoured the US Dollar rather than the Euro.The Euro is under growing bearish momentum, with 1.1260 support in focus. EUR/USD is trading lower, aro

摘要 ►一月资金面，前紧后松 年初意外的资金收敛VS不断突破新低的长债，令市场开始担忧监管主动收紧流动性的可能性。但从2024年7-9月的经验来看，尽管监管有引导利率回归合理定价的诉求，但可能不会通过持续收紧资金面的方式进行，对于月末等特殊时点，流动性投放依然给力。同时，引导利率回归和加大宽货币力度以刺激需求的举动也并不冲突，例如2024年7月和9月监管引导的同时也伴随降准降息。 展望1月资金面，相对确定的是资金缺口较大，节前取现+税期+大额MLF到期约3.5万亿以上的资金缺口，且集中在上中旬。可能形成预期差的点，主要是信贷开门红成色、地方债发行节奏和同业存款利率下调之后银行负债的流失压力，需

Kahapon, nang ang British Chancellor of the Exchequer, si Rachel Reeves, ay nagpahayag ng kanyang pananalita sa badyet, kitang-kita ang maraming pagkasumpungin sa gilt market, ang merkado para sa British government bonds , at sa foreign exchange market sa mga rate ng GBP . No won

哈里斯经济政策强调政府干预，将通过税收抵免计划支持美国制造业，保障国家经济安全。 9月26日周四，《华尔街日报》报道，美国副总统、民主党候选人哈里斯在昨日承诺，如果她当选总统，将利用政府力量支持美国制造业，将联邦政府干预作为经济计划的核心政策。 具体来说，哈里斯将支持一项新的税收抵免计划——通过提高美国公司海外收益的税收，来为未来十年的1000亿美元税收抵免提供资金。该抵免计划将向美国制造业投资数百亿美元，旨在刺激对经济发展和国家安全至关重要的下一代产业，包括生物技术、航空航天、人工智能、量子计算等前沿产业，和铁钢制造等传统产业。 拜登政府长期以来一直倡导此类政策，投入了数千亿美元支持美国国内

EUR/GBP trades on a flat note near 0.8420 in Tuesday’s Asian session. ECB’s Kazaks said the central bank will ease monetary policy further, though it shouldn’t do so too hastily. The BoE is anticipated to leave the interest rate unchanged at its September meeting on Thursday. The EUR/