讓普通人看懂全球金融
解說國際金融市場資訊,重要經濟數據及重大事件 針對財富致富的五大經濟要素:油價/通膨/經濟成長率/利率/美元做觀察
-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>

讓普通人看懂全球金融 解說國際金融市場資訊,重要經濟數據及重大事件 針對財富致富的五大經濟要素:油價/通膨/經濟成長率/利率/美元做觀察 -- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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Publishing Since
2/15/2022
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June 30, 2026
上週(6月22日至6月30日),全球股市漲多修正,費半重挫逾 7% 拖累台韓。美伊停戰令油價回落、美債殖利率失守 4.4%,但美國 5 月核心 PCE 攀升至 3.4% 且儲蓄率滑落至 3.0%,伴隨核心耐久財訂單強勁增長 1.6%,坐實通膨黏性與經濟韌性,強化利率 Higher for Longer 預期。歐元區綜合 PMI 反彈至 49.5,惟 ECB 警告地緣風險將拖累首年 GDP 達 0.4%。地緣政治方面,美伊談判僵局且衝突再啟,特朗普政府給予沃什充分決策空間;英國首相斯塔默公布離任時間表。本週聚焦非農就業與美伊進展。 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

June 23, 2026
上週(6月15日至6月21日),全球股市在地緣破冰下彈性修復,美股標普 500 指數全週穩健攀升 0.65%,費半指數強勁反彈 9.4% 創歷史新高。美伊達成停戰諒解備忘錄推動西德州原油跌破 80 美元大關,有效降溫遠期輸入性通膨預期,使得長端 10 年期美債殖利率穩定在 4.5% 附近,為高估值資產提供喘息空間。經濟數據呈現「供給端剛性、內需端分化」特徵。美國 5 月工業生產受成本轉嫁與囤貨透支影響步入高原期,但 AI 基建需求的耐用品產出維持韌性;6 月 NAHB 房市指數受高利率壓制回落至 35,開發商持續犧牲利潤率加大讓利;就業市場雖因求職週期拉長轉入摩擦性失業,但低裁員率仍支撐總體穩健。相較之下,中國 5 月基本面「供強需弱」矛盾加劇,高技術製造業大增 15.1% 支撐工業增加值,但社零消費因耐用品拖累轉負至 -0.6%,且房地產投資累計降幅持續走擴。國際重大事件上,聯準會新主席沃什完成首秀,其大動作刪除聲明中的前瞻指引,宣告央行溝通正式從「透明時代」進入「模糊時代」,市場宏觀波動率中樞預計將顯著抬升。本週密切聚焦美伊停戰協定能否正式簽署落地,以及服務業成本拉動下的美國 5 月 PCE 通膨數據。 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>

June 16, 2026
上週(6月8日至6月14日),全球股市震盪回穩,費半受美伊和談預期驅動反彈 9.4%,SpaceX 首日大漲 20%。美國 5 月 CPI 同比漲 4.2%,PPI 受能源拉動大超預期漲 6.5%,「CPI-PPI 剪刀差」持續擠壓企業利潤;中國 CPI 同比升 1.2%,PPI 則創高至 3.9%,內需維持供強需弱。隨地緣局勢緩和,油價跌破 90 美元關口,美元與美債殖利率高位回落。本週市場核心聚焦聯準會主席沃什的 FOMC 首秀、日本央行預期升息 25 基點及英國大選。 -- Hosting provided by <a href="https://www.soundon.fm/">SoundOn</a>
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讓普通人看懂全球金融
解說國際金融市場資訊,重要經濟數據及重大事件 針對財富致富的五大經濟要素:油價/通膨/經濟成長率/利率/美元做觀察
-- Hosting provided by <a href="https://www.soundon.fm/" target="_blank">SoundOn</a>
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