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【笔记20250919— 空头赌中美通话超预期】
债券笔记· 2025-09-19 14:10
央行公开市场操作 - 央行开展3543亿元7天期逆回购操作 净投放1243亿元 [3] - 资金利率小幅回落 DR001在1.46%附近 DR007在1.51%附近 [3] 银行间资金市场 - R001加权利率1.50% 下降8bp 成交量62718.08亿元 [4] - R007加权利率1.52% 下降5bp 成交量6720.35亿元 [4] - R014加权利率1.67% 下降2bp 成交量793.51亿元 [4] - R1M加权利率1.66% 持平 成交量409.96亿元 [4] 债券市场表现 - 10年期国债收益率从1.7825%最高上行至1.804% 收盘1.795% 上行1.25bp [5] - 10年期国开债收益率收盘1.938% 上行1.50bp [5] - 30年期国债收益率收盘2.092% 上行2.20bp [5] - 国债一级发行结果偏弱 加剧利率上行压力 [5] 利率债收益率变动 - 1年期国债收益率1.39% 上行0bp [7] - 5年期国债收益率1.605% 上行2.20bp [7] - 10年期国开债收益率1.938% 上行1.50bp [7] - 3年期口行债收益率1.71% 上行0.50bp [7] 信用债市场 - AAA+级1年期信用债收益率1.90% 上行1.58bp [7] - AAA级3年期信用债收益率1.915% 成交量64亿元 [7] - AA+级1年期信用债收益率1.84% 上行1.55bp [7] - AA级1年期信用债收益率2.45% 上行0.66bp [7] 市场情绪与驱动因素 - 债市对中美首脑通话存在避险情绪 推动利率上行 [5] - 央行调整14天逆回购招标方式 带动尾盘利率小幅回落 [5] - 本周市场呈现波动格局 周三多头赌美联储降息 周五空头赌中美通话 [5]
India 10-year bond sees second weekly fall on Fed letdown
The Economic Times· 2025-09-19 12:05
The yield on the 10-year benchmark ended at 6.4885%, after closing at 6.5139% on Thursday. The yield rose marginally on the week, after climbing 2 basis points last week. Yields move inversely to prices. The Federal Reserve reduced interest rates by 25 bps and indicated 50 bps of more cuts in 2025. However, Chair Jerome Powell said the Fed will be in a "meeting-by-meeting situation" regarding the rate cut outlook, and framed the move as a risk-management cut. This indicates that the rate cut cycle may not ...
Angola to decide on $1 billion JPMorgan deal by November, finance official says
Yahoo Finance· 2025-09-19 11:53
By Karin Strohecker and Libby George LONDON (Reuters) - Angola will decide by November whether to roll over its $1 billion total return swap deal with JPMorgan, or potentially raise the money on international capital markets, a senior debt official told Reuters. JPMorgan and Angola agreed in December a $1 billion, one-year derivative contract known as a total return swap, backed by $1.9 billion in government dollar bonds, which will expire at the end of this year. "We have some options," Dorivaldo Tei ...
Mark R. DeFazio Honored at Grand Opening of Boro Park JCC Community Center
Businesswire· 2025-09-19 11:05
Sep 19, 2025 7:05 AM Eastern Daylight Time Mark R. DeFazio Honored at Grand Opening of Boro Park JCC Community Center Share Metropolitan Commercial Bank's CEO Front and Center Celebrating Expansion and Community Impact From left: Thomas P. DiNapoli New York State Comptroller, Simcha Eichenstein New York State Assembly Member, District 48, Representative Dan Goldman U.S. House of Representatives, Kalman Yeger New York State Assembly, District 41, Avi Greenstein Chief Executive Officer Boro Park Jewish Commun ...
Wall Street Breakfast Podcast: FedEx Delivers Earnings Surprise
Seeking Alpha· 2025-09-19 10:29
gk-6mt/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify FedEx (FDX) rallies after topping profit expectations, updating on business split; UPS also higher. (00:22) Activist investor Biglari targets Cracker Barrel (CBRL) CEO in eighth proxy fight. (01:40) Novo Nordisk (NVO) reduces its U.S. sales team for obesity and diabetes education: Reuters. (03:03) This is an abridged transcript. FedEx Corporation (NYSE:FDX) is up 5% in premarket action after topping expec ...
Bank of Canada Calls for Guardrails as Stablecoins Go Mainstream
Yahoo Finance· 2025-09-19 09:42
The Bank of Canada has warned that stablecoins, now powering trillions in global payments, must be “as safe and stable as the balance in your bank account” before regulators let them scale. Speaking at the CPA conference in Ottawa on Thursday, the Bank of Canada's Executive Director of Payments, Supervision and Oversight Ron Morrow said that while stablecoins present major opportunities to modernize Canada's payment infrastructure, "there's scope for a lot of potential change, but there's also the need fo ...
Middlefield Canadian Income PCC - Half-year report
Globenewswire· 2025-09-19 06:00
Middlefield Canadian Income PCC (the "Company")Including Middlefield Canadian Income – GBP PC (the “Fund”), a cell of the CompanyRegistered No: 93546Legal Entity Identifier: 2138007ENW3JEJXC8658 HALF-YEARLY FINANCIAL RESULTS The information set out in this announcement is the Company’s full unedited half-yearly financial results (unaudited) for the period ended 30 June 2025 (the "HYFR"). The HYFR is expected to be printed and posted to all shareholders within September 2025. The Company will also make the H ...
港元拆息全线向上 一个月息连升两日
智通财经网· 2025-09-19 05:44
隔夜息报3.24536%,升18.536基点;一周拆息升9.334基点,报3.19941%,两周则升6.881基点,报 3.44595%。长息方面,六个月拆息升2.506基点,报3.41536%,一年期则升0.429基点,报3.36161%。 智通财经APP获悉,9月19日,港元拆息全线向上,而与楼按相关的一个月拆息报3.41607%,升5.518基 点,且连升两日;反映银行资金成本的三个月拆息报3.42673%,升2.846基点。 | 到期日 | 港元利息结算率 | | --- | --- | | 陽夜 | 3.24536 | | 1 星期 | 3.19941 | | 2 星期 | 3.44595 | | 1 个月 | 3.41607 | | 2 个月 | 3.42083 | | 3个月 | 3.42673 | | 6个月 | 3.41536 | | 12 个月 | 3.36161 | ...
Franklin Templeton, Ripple Join Forces To Launch Tokenized Money Market Funds For Accredited Investors Of This Asian Banking Giant
Yahoo Finance· 2025-09-19 01:30
Benzinga and Yahoo Finance LLC may earn commission or revenue on some items through the links below. Singapore’s largest bank, DBS Group Holdings (OTC:DBSDY), asset management firm Franklin Templeton and blockchain company Ripple Labs (CRYPTO: XRP) have teamed up to provide accredited investors trading solutions backed by tokenized money market funds and U.S. dollar-pegged stablecoins. Franklin Templeton’s BENJI Fund Comes To DBS Bank This collaboration will facilitate the listing of Franklin Templeton’s ...
Midcap stocks fund managers kept buying for six months
BusinessLine· 2025-09-19 01:30
The Indian equity market has witnessed sharp swings over the past year, but the last six months have seen a notable rebound, particularly from March 2025, after a steep correction from the late-September 2024 peak through early March 2025. During this six-month period ending September 17, 2025, the Nifty 50 Total Return Index (TRI) advanced 14 per cent, while the Nifty Midcap 150 TRI and Nifty Smallcap 250 TRI gained 21 per cent and 24 per cent, respectively.This rebound coincided with steady mutual fund in ...