On the 20th in Seoul, South Korea's President Lee Jae‑myung met China's foreign minister Wang Yi. Wang said China remains a force for peace and stability, said China will become the world’s largest market and expressed willingness to share development opportunities with neighbours. He urged Seoul to maintain a pro‑China policy, use next year’s 35th anniversary of diplomatic ties to deepen the China–South Korea strategic partnership, and called for both sides to promptly complete second‑phase FTA

2026-08-20

On the 20th in Seoul, South Korea's President Lee Jae‑myung met China's foreign minister Wang Yi. Wang said China remains a force for peace and stability, said China will become the world’s largest market and expressed willingness to share development opportunities with neighbours. He urged Seoul to maintain a pro‑China policy, use next year’s 35th anniversary of diplomatic ties to deepen the China–South Korea strategic partnership, and called for both sides to promptly complete second‑phase FTA negotiations to advance regional economic integration while resisting fragmentation and rising protectionism.

其他消息
2026-08-20

摩根大通認爲,日本央行正面臨一個越來越難處理的政策循環。隨着日元貶值壓力上升,央行可能需要提前加息; 但如果9月加息被市場理解爲對匯率下跌的直接回應,投資者可能繼續押注後續更快加息,反而提高政策預期的不確定性。 這種風險在當前環境下尤其突出。日本央行6月剛剛加息,如果9月再次行動,間隔只有三個月,明顯快於此前“逐步加息、觀察經濟影響”的節奏。摩根大通認爲, 一旦市場形成“日元越弱、央行越要加息”的定價模式,後續加息節奏可能越來越受到市場壓力推動,央行也更難穩定預期, 這會提高日元和日本國債對匯率波動的敏感度。摩根大通因此預計,日元貶值可能推動日本央行在9月和12月連續調整政策,貨幣政策正常化由此進一步前置。

2026-08-20

Aug 19 — WTI (USO) notional exposure was about 24.277 mln barrels, up 157,000 barrels on the day. Brent (BNO) futures holdings were about 7.819 mln barrels, up 126,000 barrels on the day.