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次贷危机期间出现类似的美元流动性挤兑与新兴市场货币贬值
次贷危机期间出现类似的美元流动性挤兑与新兴市场货币贬值
行业数据
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所属报告:
新兴市场货币风险历史透视与本轮研判:新兴市场货币风险的“前世今生”(19页).pdf
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2023-2025年货币市场利率抬升与人民币兑美元汇率贬值相关性很高
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行业数据
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图表4历史上流动性短缺时的黄金价格、新兴市场货币波动率与美国金融条件指数
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行业数据
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银行间流动性2025年以来改善
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行业数据
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发达国家主权债务风险表现为流动性风险
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行业数据
2026-01-27
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图49美国金融流动性指标,十亿美元
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行业数据
2026-01-20
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美联储近期减少投放紧急流动性,正回购规模减少,一级贷款使用量大幅放缓
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市场规模
2026-01-20
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理财净融入规模中枢逐年下台阶,流动性相对合意
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市场规模
2026-01-15
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2025年2月-12月,央行流动性投放结构(单位:亿元)
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行业数据
2026-01-14
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图3我国流动性整体也处于宽松状态
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行业数据
2026-01-12
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图14:银行和非银机构美元流动性走势(美元)
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行业数据
2026-01-07
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根据招商证券房地产组流动性前瞻指标判断,2025年12月,宏观层面流动性环比紧缩力度收窄,同比宽松
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行业数据
2026-01-07
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新兴市场货币风险历史透视与本轮研判:新兴市场货币风险的“前世今生”(19页).pdf
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土耳其2017-2018经常项目与资本项目出现双向恶化(图示为占GDP比重)
俄罗斯2013-2014经常项目与资本项目出现双向恶化(图示为占GDP比重)
印尼在次贷危机期间经常项目与资本项目出现双向恶化(图示为占GDP比重)
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