Reserve Bank of India governor says elevated food prices have already been factored into inf forecasts.

2026-09-11

Reserve Bank of India governor says elevated food prices have already been factored into inf forecasts.

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2026-09-11

摩根大通将全球与本地央行鹰鸽指数、通胀预测修正指数及未来通胀预测纳入估值模型后发现,多数发达市场10年期国债收益率高于模型隐含水平。正残差代表收益率偏高、债券估值偏低,其中美国为51.9bp、欧元区22.0bp、英国23.1bp、澳大利亚26.4bp,日本达到126.5bp。 估值最极端的是日本和新西兰:日本10年期国债模型残差为正126.5bp,Z-score达到4.36;新西兰则为负76.2bp,Z-score为-1.74。不过,摩根大通提醒,日本的极端结果可能包含收益率制度切换,历史模型未必能够完整捕捉。。

2026-09-11

Financial Times reported that Stanley Druckenmiller, an ally of Fed chair Kevin Warsh, said US borrowing costs remain 'slightly low' and called central bank officials who say policy is restrictive 'absurd'.