level 6
狂野的风之歌
楼主
The dollar has retained the firmer tone gained in the wake of the jobs report of Friday,which showed further strong headline growth,together with better earnings data and a steady participation rate.This has renewed speculation that the Fed may look to adjust its forward guidance language as early as their meeting this month.The difficulty is that inflation expectations remain low,which is not surprising given the current level of the oil price.The yen was once again one of the main losers on the stronger dollar story,which continued in the early Asia session on the back of the latest downward revision to GDP data in Japan.The third quarter was revised down to a 0.5%decline,vs.the previous 0.4%fall USDJPY has seen some covering of yen shorts,back towards the 121.00 level after the 121.85 high seen overnight.
美元又重新赢来上周五就业报告发布后出现的那种局面，就是整体增长继续增强，而收入数据也更好，就业率保持了稳定。这种情况让人有开始猜测美联储会不会在这个月的会议上调整其先期指导的措辞。不过问题是，通胀预期仍然很低，但这并不让人吃惊；因为目前油价太低了。日元再次成为美元走强的主要牺牲者之一，而美元之强势在亚洲盘早期还在继续，原因就是日本最新GDP被修改低了。其中第三季度数据修改为下降了0.5%，而此前的数据为0.4%；美元日元方面出现日元空头回补，而这个货币对在昨天达到121.85的高点今天又朝着121.00前进。
Meanwhile,stock markets have continued to move higher,China having its longest run of positive days in history.The latest trade data in China was better than expected on the headline balance,although mostly on a decline in imports,which has put the Aussie dollar under renewed pressure below the 0.83 level.We have labour market data later in the week in Australia which will be a key focus.Also of interest will be the extent of the take-up ECB TLTRO loans on Thursday,which will be a key component in the ECB’s desire to see its balance sheet expanded by around EUR 1trn dollars.The focus will also be on emerging markets,which continue to be under pressure from both the low oil price,with the BIS(international central banking organisation)also highlighting once again the risk from EM dollar denominated debt,which has now become more expensive to service(especially for the likes of Russia).
同时，股票市场继续走高。中国迎来历史上最长时间的上涨。中国最新的贸易数据显示，贸易平衡超出预期，不过进口还是出现下降；这导致澳元在0.83之下继续受到压力。这一周晚些时候澳大利亚会发布劳动市场数据，将是我们的焦点之一。同时让我们感兴趣的是周四欧洲央行的TLTRO（定向长期再融资操作），这将是欧洲央行扩张其资产负载一万亿欧元的关键步骤之一。此外，新兴市场也让人关注，目前这些市场都受到低油价带来的压力。而BIS（国际央行组织）也再次强调了EM美元计价债务的风险；也就是说这些债务代价高昂（特别是对俄罗斯这样的国家来说）。
2014年12月10日 09点12分
1
美元又重新赢来上周五就业报告发布后出现的那种局面，就是整体增长继续增强，而收入数据也更好，就业率保持了稳定。这种情况让人有开始猜测美联储会不会在这个月的会议上调整其先期指导的措辞。不过问题是，通胀预期仍然很低，但这并不让人吃惊；因为目前油价太低了。日元再次成为美元走强的主要牺牲者之一，而美元之强势在亚洲盘早期还在继续，原因就是日本最新GDP被修改低了。其中第三季度数据修改为下降了0.5%，而此前的数据为0.4%；美元日元方面出现日元空头回补，而这个货币对在昨天达到121.85的高点今天又朝着121.00前进。
Meanwhile,stock markets have continued to move higher,China having its longest run of positive days in history.The latest trade data in China was better than expected on the headline balance,although mostly on a decline in imports,which has put the Aussie dollar under renewed pressure below the 0.83 level.We have labour market data later in the week in Australia which will be a key focus.Also of interest will be the extent of the take-up ECB TLTRO loans on Thursday,which will be a key component in the ECB’s desire to see its balance sheet expanded by around EUR 1trn dollars.The focus will also be on emerging markets,which continue to be under pressure from both the low oil price,with the BIS(international central banking organisation)also highlighting once again the risk from EM dollar denominated debt,which has now become more expensive to service(especially for the likes of Russia).
同时，股票市场继续走高。中国迎来历史上最长时间的上涨。中国最新的贸易数据显示，贸易平衡超出预期，不过进口还是出现下降；这导致澳元在0.83之下继续受到压力。这一周晚些时候澳大利亚会发布劳动市场数据，将是我们的焦点之一。同时让我们感兴趣的是周四欧洲央行的TLTRO（定向长期再融资操作），这将是欧洲央行扩张其资产负载一万亿欧元的关键步骤之一。此外，新兴市场也让人关注，目前这些市场都受到低油价带来的压力。而BIS（国际央行组织）也再次强调了EM美元计价债务的风险；也就是说这些债务代价高昂（特别是对俄罗斯这样的国家来说）。