货币政策预期 - 澳大利亚央行预计维持现金利率在3.6%水平[1] - 高通胀限制货币政策宽松空间[1] 汇率与政策关联性 - 澳大利亚央行政策会议基调变化可能影响澳元交叉汇率[2] - 建筑批准数据波动显著 7月下降8.2%后预计8月增长2.8%[2] 亚太市场表现 - 澳大利亚S&P/ASX 200指数微升0.1%[3] - 日本日经225指数下跌0.17% 东证指数下跌0.21%[3] - 韩国Kospi指数上涨0.27% Kosdaq指数上涨0.18%[3] - 香港恒生指数期货报26,735点 高于前收盘位26,622.88点[3]

As Washington’s partisan standoff deepens, the Labor Department is preparing for a potential halt in economic data if there is a partial government shutdown. The timing is especially sensitive. This week, the department is scheduled to release several closely watched reports that will offer important clues about the economy and inform Federal Reserve policymakers before its October meeting.WHITE HOUSE SLAMS 911K JOBS REVISION, THE LARGEST ON RECORD, DEMANDS FED RATE CUT In a 73-page contingency plan, the de ...

As of 31 October 2025, the Riksbank's deposit requirement will begin to apply. The institutions covered by the requirement must then hold funds in special accounts at the Riksbank without receiving interest. As deposits to these accounts can be made as early as 15 October, there is some uncertainty about the size of the liquidity surplus in the period 15-31 October. When deposits are made, the liquidity surplus is reduced by a corresponding amount. As a result, the Riksbank will reduce the offered volume of ...

日本央行货币政策 - 日本央行政策进入关键新阶段 需要仔细评估 因日本稳步接近2%通胀目标 [2] - 调整政策利率的需求上升 经济正从长期零通胀时期过渡 [2] - 通胀预期指标逐渐向2%靠拢 反映经济行为预期持续通胀 [3] - 劳动力市场接近充分就业 产出缺口接近零 [3] - 进口价格上涨放缓可能导致消费者通胀放缓 [4] - 服务价格粘性持续下降 关键测试是该趋势是否扩展到中小企业和区域经济 [4] - 主张逐步减少资产以维持市场稳定 政策需同时应对下行和新出现的上行风险 [4] 日本债券市场 - 日本30年期债券收益率下降3个基点至3.135% [5] 德意志汉莎航空战略 - 公司公布2028-2030年财务目标 旨在大幅提升盈利能力 [5][9] - 计划到2030年全球裁员约4000个职位 主要在行政岗位 [5][9] - 将通过230多架新飞机实现机队现代化 [5] 全球政策与市场 - 韩国总统办公室承诺迅速解决美国签证问题 [6] - 英国财政大臣里夫斯在说服财政监督机构关于政府增长战略方面面临挑战 [6] - 美元在政府停摆担忧下开始事件密集的一周 [6] - 日本政治民调显示对小泉和孝一谁领导自民党竞选存在分歧 [6]

每经AI快讯，9月28日，央行开展1817亿元7天逆回购操作，投标量1817亿元，中标量1817亿元，操作 利率为1.40%，与此前持平。 ...

本文由 AI 算法生成，仅作参考，不涉投资建议，使用风险自担 【达拉斯联储行长表态或为政策利率转向第一步】周四，策略师称，达拉斯联储行长Lorie Logan提出以 其他指标取代有效联邦基金利率作为关键政策利率，这或是转向不同央行目标的第一步。此前美联储官 员也曾讨论更改政策目标，但未产生结果。不过此次FOMC中有两位专注市场管道问题的重量级人物， 提高了政策目标改变的可能性。与更改政策目标相关的挑战"几乎完全在沟通层面"，因联邦基金利率等 已受美联储有管理利率影响。美联储设定25个基点目标区间，切换目标利率无需改变设定有管理利率的 方式。策略师认为，三方一般抵押品回购利率是基于回购的最佳目标，受美联储有管理利率影响最直 接。而将目标对准有担保隔夜融资利率更棘手，因其受多种因素驱动。若美联储以回购利率为目标，基 准接近目标区间边缘时，可能更快采取应对举措。即便联邦基金利率失去目标利率地位，也不会消失， 因其市场活跃且有独特属性，对联邦住房贷款银行仍有吸引力。 ...

By Leika Kihara and Takahiko Wada TOKYO (Reuters) -The Bank of Japan will probably raise its benchmark interest rate at least four more times to 1.5% before Governor Kazuo Ueda's term ends in early 2028, former central bank board member Makoto Sakurai told Reuters. Sakurai, who retains close contact with incumbent policymakers, forecast another hike by year-end, two more increases in fiscal 2026, and one or two hikes in the year ending March 2028. "The BOJ is likely to steadily raise interest rates an ...

Lisa Cook, governor of the US Federal Reserve and governor nominee for US President Joe Biden, during a Senate Banking Committee nomination hearing in Washington, DC, US, on Wednesday, June 21, 2023.Lawyers for Federal Reserve Governor Lisa Cook on Thursday argued that the Supreme Court should reject President Donald Trump's request that he be allowed to fire her pending the outcome of her lawsuit challenging her removal."The President's stay application asks this Court to act on an emergency basis to evisc ...

美国达拉斯联储主席Lorie Logan：是时候为新版基准利率做好准备了。替换选项包括三方一般抵押品回 购（tri-party GC Repo）利率和SOFR（担保隔夜融资利率）利率。这不会干扰到FOMC的货币政策。当 前，联邦基金利率仍然是一个可靠的（货币政策）目标。货币市场已经发生变化，美联储的联邦基金利 率目标已经过时。联邦基金利率联系是脆弱的，可能会陡然破裂。升级（通胀）目标不会干扰资产负债 表。 ...

Federal Reserve Governor Michelle Bowman says inflation is close enough to the central bank's target to justify more interest rate cuts at a Psaros Center for Financial Markets and Policy event at Georgetown University. ...