{"id":5640,"date":"2025-08-12T11:45:44","date_gmt":"2025-08-12T03:45:44","guid":{"rendered":"https:\/\/www.bis.hk\/?p=5640"},"modified":"2025-08-12T11:45:44","modified_gmt":"2025-08-12T03:45:44","slug":"equity-exuberance","status":"publish","type":"post","link":"https:\/\/www.bis.hk\/zh-cn\/equity-exuberance\/","title":{"rendered":"Equity exuberance"},"content":{"rendered":"\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> Equity exuberance \u2013\u00a0<a href=\"https:\/\/www.bis.hk\/PDF\/2025-08-11_chart.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Chart of the week<\/a><\/p>\n\n\n\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> The Market Place \u2013\u00a0<a href=\"https:\/\/www.bis.hk\/PDF\/2025-08-11_marketplace.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Market Data<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Growing market expectations for Fed rate cuts were intensifying after softer labour data and tariff worries, making near-term rate timing the dominant market theme.&nbsp;<\/li>\n\n\n\n<li>The BoE\u2019s 25bp cut to 4% signalled a shift to modest easing to support growth \u2014 markets refocused on growth and gilt\/FX sensitivity to policy moves.<\/li>\n\n\n\n<li>The EU balanced geopolitical resolve and internal policy adjustments this week \u2014 reaffirming support for Ukraine, advancing cultural and financial initiatives.<\/li>\n\n\n\n<li>Global markets and diplomacy were shaped by heightened geopolitical tensions \u2014 from Middle East conflict and Ukraine peace talks to shifting capital flows in Japan.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Central banks in the US, UK, and EU signalled shifting policy stances amid soft data, inflation concerns, and trade pressures, driving rate-cut bets and market repositioning. Globally, geopolitical flashpoints and weak Chinese economic signals shaped investor sentiment and capital flows. <\/p>\n<p class=\"customLink\"><a class=\"\" href=\"https:\/\/www.bis.hk\/zh-cn\/equity-exuberance\/\">\u66f4\u591a<\/a><\/p>\n","protected":false},"author":2,"featured_media":5118,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-5640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-49"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/comments?post=5640"}],"version-history":[{"count":1,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5640\/revisions"}],"predecessor-version":[{"id":5643,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5640\/revisions\/5643"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media\/5118"}],"wp:attachment":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media?parent=5640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/categories?post=5640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/tags?post=5640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}