Insights
上週,隨著「川普交易」的行情消退,美債殖利率以及美元指數結束了連續8周的上漲。而資金的回流重新帶動美國股市上漲,使標普500指數再創歷史新高,收於6032.39點。而債市方面,美國10年期公債殖利率大幅回落22個bps至4.18%...
Insights
Last week, as the "Trump trade" momentum faded, U.S. Treasury yields and the dollar index ended their eight-week streak of gains. The return of capital flows bolstered U.S. equities, pushing the S&P 500 to a new record high, closing at 6,032.39 points. In the bond market, the 10-year U.S. Treasu...
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The Federal Reserve released the minutes of its November FOMC meeting on November 26. The key highlights are as follows: Inflation Fed officials noted that the growth rate of core goods and non-housing services inflation has returned to earlier stable levels. However, the growth in housing s...
Insights
Last week, Chinese equities continued to reflect the positive effects of easing policies, with the CSI 300 Index surging nearly 9%.In contrast, the U.S. S&P 500 Index saw a modest increase of only 0.22% due to uneven gains across sectors. In the bond market, the yield on the 10-year and 2-year T...