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2026-09-23

印尼央行行长:将通过降低成本提高与央行进行掉期交易的激励力度。

印尼央行行长:将通过降低成本提高与央行进行掉期交易的激励力度。
2026-09-23

Sept 23 — At a regular briefing, Foreign Ministry spokesperson Guo Jiakun told a Reuters reporter he had no information to confirm whether a Chinese business delegation will accompany President Xi Jinping on a visit to the US.

Sept 23 — At a regular briefing, Foreign Ministry spokesperson Guo Jiakun told a Reuters reporter he had no information to confirm whether a Chinese business delegation will accompany President Xi Jinping on a visit to the US.
2026-09-23

1、加息周期早期往往伴随美元走强、收益率曲线趋平(即短期利率快速走高,但长期利率上升较慢),这种组合相对而言更有利于长期成长股和超大型科技股(因为长期利率没有快速走高)。 2、因此摩根大通继续偏好超大型科技公司,并认为在较高收益率、较强美元环境下,美国股市可能阶段性跑赢其他发达市场。 3、如果市场对AI的担忧继续升温,资金可能转向非AI资产,报告特别提到巴西和拉美,认为其可作为非AI方向的配置选择。(摩根大通9月21日报告)

1、加息周期早期往往伴随美元走强、收益率曲线趋平(即短期利率快速走高,但长期利率上升较慢),这种组合相对而言更有利于长期成长股和超大型科技股(因为长期利率没有快速走高)。 2、因此摩根大通继续偏好超大型科技公司,并认为在较高收益率、较强美元环境下,美国股市可能阶段性跑赢其他发达市场。 3、如果市场对AI的担忧继续升温,资金可能转向非AI资产,报告特别提到巴西和拉美,认为其可作为非AI方向的配置选择。(摩根大通9月21日报告)
2026-09-23

Sept 23 — Foreign Ministry spokesman Guo Jiakun, at a regular briefing, responded to Japan prime minister Takaichi Sanae’s Sept 22 UN speech calling for deletion of the UN Charter’s “enemy state” clause and saying Japan will uphold an exclusive self‑defense policy and push for a nuclear‑free world. Guo said the international community cares more about what Japan does than what it says, accusing the current Japanese government of denying wartime aggression, whitewashing war crimes, accelerating r

Sept 23 — Foreign Ministry spokesman Guo Jiakun, at a regular briefing, responded to Japan prime minister Takaichi Sanae’s Sept 22 UN speech calling for deletion of the UN Charter’s “enemy state” clause and saying Japan will uphold an exclusive self‑defense policy and push for a nuclear‑free world. Guo said the international community cares more about what Japan does than what it says, accusing the current Japanese government of denying wartime aggression, whitewashing war crimes, accelerating rearmament and remilitarization, seeking to abandon the Three Non‑Nuclear Principles and revise the pacifist constitution, and of openly challenging the post‑war international order — actions Beijing called a prominent threat to regional peace and stability.
2026-09-23

Bank Indonesia governor says the central bank will optimize FX intervention strategy to stabilize the rupiah.

Bank Indonesia governor says the central bank will optimize FX intervention strategy to stabilize the rupiah.
2026-09-23

印尼央行行长:将优化货币干预策略以稳定印尼盾。

印尼央行行长:将优化货币干预策略以稳定印尼盾。
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