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2023年海外重大財經事件一覽!涵蓋美聯儲等重要央行會議及主要選舉
uSMART盈立智投 02-06 14:56

據華創證券,2023年,海外市場有如下這些重大財經事件:

1)重要會議:分央行會議和其他會議兩類

央行會議方面,關注美、歐、日央行的貨幣政策會議。提示除了貨幣政策決議外,央行還會每季度公佈一次宏觀經濟預測(美聯儲、歐央行公佈時間在每季度末,日央行公佈時間則在每季度初),關注預測中對經濟和通脹預期的邊際變化。

另外,每個季度末除了經濟預測外,美聯儲還會公佈點陣圖,顯示聯儲官員對未來加息路徑的預期,關注點陣圖給出的加息指引及其邊際變化。

現任日央行行長黑田東彥任期將於 4 月 8 日結束,關注可能的接任者及其政策傾向,2 月可能是個關鍵節點,日本首相岸田文雄 1 月 22 日曾表示將於 2 月提名一位新的日央行行長。

其他會議方面,有兩類:OPEC 相關會議與北約峯會,前者主要關係到原油價格,後者可能影響俄烏地緣局勢的演化。重點關注 6 月 3-4 日舉辦的第 35 屆OPEC 與非 OPEC 部長級會議。

2)國際組織主要報告:

主要關注 IMF、世界銀行的全球經濟展望報告。

IMF今年還有 4、7、10 月展望報告待公佈;世界銀行今年 6 月展望報告待公佈。

3)主要選舉:

二季度開始,陸續有東南亞國家、歐洲國家展開選舉。

可以關注 5 月英國的地方選舉,或可反映民意對新首相蘇納克的支持率。

另外,年底俄羅斯可能將爲明年 3 月的大選開展競選活動,關注普京的參選意願。

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