全球市场波动加剧，GTC首席分析师解读经济动态｜「GTC泽汇」分析师再次做客France 24
France 24 连线「GTC泽汇」首席分析师Jameel Ahmad解读全球市场前景。本周全球市场动荡，道琼斯指数连续下跌，投资者或因大选前获利了结。IMF对通胀控制表示乐观，但警示全球经济风险。关注点转向即将到来的美国大选和金砖国家峰会，这些事件可能进一步影响市场情绪。
France 24: And for today's business news, we can go to Jameel Ahmad, Chief Analyst at GTC Global Trade Capital. Good morning, Jameel. Can you start by giving us an overview of the global markets this morning?
France 24：接下来，让我们聚焦今天的财经新闻，连线GTC泽汇的首席分析师Jameel Ahmad。早上好，Jameel。能否先为我们简要概述一下今晨全球市场的概况？
GTC Group：Well, this week, all of it has been completely different to last week, because last week we were talking about the return of multiple different all-time highs for the likes of the DAO and the S&P 500. But if you look at this week, we've had three straight days of losses. And for the DAO in particular, last night's losses were the worst day for the DAO in just over a month. And I think we're starting to now look into different reasons as towards why investors might be taking profit. Likely reason, because of the upcoming US elections. We should also take into account, though, that global economic data isn't exactly picking up, considering the interest rate cuts. That can also be seen in lower oil prices, and gold prices continue to hit new all-time highs above US$2,700. So I think that there's something deeper into this rather than just the election. I think we're also looking into a global economic slowdown, unfortunately, continuing into the end of this year at least.
GTC泽汇：当然，这一周与上一周截然不同。上周，我们还在热议道琼斯指数和标普500指数等多个历史新高点的回归，而本周却已经连续三天出现下跌。特别是道琼斯指数，昨晚的跌幅创下了一个多月来的单日最大跌幅。我认为，当前我们需要关注的是投资者为何可能选择获利回吐。一个可能的原因是即将到来的美国大选。当然，我们也不能忽视全球经济数据并未因降息而有明显改善，这也在油价下跌和黄金价格持续创下每盎司2,700美元以上新高中得到体现。我认为，问题不仅仅在于大选，更可能是全球经济放缓的趋势在今年年底前至少还会持续。
France 24: And the International Monetary Fund has been meeting this week. Can you talk us through what the key points from that meeting have been?
France 24：国际货币基金组织本周也召开了会议，能否为我们介绍一下会议的重点内容？
GTC Group：There's been a few different key topics that have been discussed. The good news is that the IMF are confident that the fight against inflation, which of course has been a global battle since 2022, the Russian-Ukraine crisis, that seems to be won. Inflation is set to come down towards 3.5% next year on an annual level, worldwide, compared to nearly 6% this year. So that shows that even more progress will be made in 2025. However, there was some concerns about risk for the global economy. And there seems to be an indication that we might see a return of trade tariffs or trade wars having an impact on global economy, which again, I think, seeps back into this upcoming US election that's set to take place.
GTC泽汇：会议涉及了几个重要议题。好消息是，IMF对全球抗击通胀的进展充满信心。自2022年俄乌危机以来，通胀已成为全球共同面临的挑战，而IMF认为这一挑战即将被克服。预计明年全球通胀率将降至约3.5%，与今年接近6%的水平相比有显著改善，2025年也有望取得更多进展。不过，会议也指出了全球经济面临的一些风险，特别是贸易关税或贸易战可能再次对全球经济产生影响，这似乎也与即将到来的美国大选有所关联。
France 24: And what are the key trends and data that we should look out for later this week?
France 24：本周接下来还有哪些重要趋势和数据值得我们关注？
GTC Group： From an economic macro standpoint, actually, the economic data is thin. But we're going to be watching the BRICS summit because the BRICS has taken a more influential role as it adds more members into that group that started off with four and then five. But we cannot forget that the US elections now are in under two weeks. And two weeks from now, who knows how the global outlook's going to look, the world outlook, and the market outlook. So I think investors are going to be watching and getting a bit more nervous now as that clock sharply ticks to November 5th, US presidential elections.
GTC泽汇：从宏观经济角度看，本周的经济数据相对较少，但我们将密切关注金砖国家峰会。金砖国家的影响力日益增强，随着成员国数量的增加，其地位也在不断提升。不过，别忘了美国大选就在两周后。届时，全球和市场的前景将如何发展还难以预测。我认为，随着11月5日美国总统大选的临近，投资者的紧张情绪也会日益加剧。
France 24: Thank you very much for that, Jameel Ahmad, Chief Analyst at Global Trade Capital.
France 24：非常感谢Jameel Ahmad，GTC泽汇的首席分析师的精彩分析。
+971 800 667788
留言 
