Swiss National Bank chair said medium-term inflation forecast was slightly revised up, partly reflecting Swiss franc weakness.

2026-09-24

Swiss National Bank chair said medium-term inflation forecast was slightly revised up, partly reflecting Swiss franc weakness.

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2026-09-24

9月23日,巴菲特指数(沪深300市值/GDP)为92.82,结束三连升,近期基本在年内波动的中间区域震荡。股债性价比指标——沪深300指数股权风险溢价(ERP)升至5.78%,处于逾一年偏高附近;从大周期来看,该指标仍处在过去四年波动区间中间区域,接近6%的关键水平,暗示目前股市相对国债收益的吸引力处于中性略偏高水平。 -------- 注:1、巴菲特指数是通过将股市总市值和GDP来比较,判断目前股市是否高估,通常70-100%为正常估值,低于该区间为低估,高于该区间为高估。 2、沪深300指数风险溢价(ERP)主要对比沪深300收益和国债收益率,统计近10年数据可以发现该指标和股指有明显反向关系,每次股市都处于底部区域时,风险溢价均超过6%,也就是当ERP≥6%,股市有投资性价比,而当ERP≤4%时,则股市往往接近或处于阶段性高点,投资性价比低甚至要小心回调风险。

2026-09-24

USD/JPY slipped about 30 pips intraday, breaking below 158 and trading 0.18% lower on the day.