退伍军人节假期，市场延续“特朗普”反弹势头，美国股市飙升至历史高点。市场喜欢美国总统大选后的确定性，股市也反映了这一点。新政府要到 2025 年 1 月 20 日才会上台，期间有大量宏观和微观经济问题需要解决。美元重新获得一些支撑，欧元回落至 1.0650，而英镑则跌至 1.2870。
商品货币受到美元走强和中国刺激措施的消息的影响。中国政府于周末宣布在未来 10 年内为地方政府提供 10 万亿元人民币的救助，低于市场预期。澳元回落至 0.6570，而新西兰元跌至 0.5950。预计未来一周将是重要的一周，充斥着经济数据发布，并特别关注欧洲和美国的通胀。
Markets continued the ‘Trump’ rally, with US equities surging to record levels, on the Veterans Day Holiday. Markets are loving the certainty following the US Presidential Elections and equities are reflecting that. The administration will not take power until January 20th 2025 and there are massive macro and micro economic problems to address. The US Dollar regained some support, with the EUR retreating to 1.0650, while the GBP drifted to 1.2870.
Commodity currencies suffered the stronger reserve and disappointing news from China, regarding stimulus. The Chinese Government announced a 10-Trillion Yuan bail-out for local Government, over the next 10 years, which underwhelmed market expectations. The AUD slipped back to 0.6570, while the NZD dropped to 0.5950. A big week ahead is expected, filled with economic data releases, and a special focus on inflation in Europe and the USA.
商品货币受到美元走强和中国刺激措施的消息的影响。中国政府于周末宣布在未来 10 年内为地方政府提供 10 万亿元人民币的救助，低于市场预期。澳元回落至 0.6570，而新西兰元跌至 0.5950。预计未来一周将是重要的一周，充斥着经济数据发布，并特别关注欧洲和美国的通胀。
Markets continued the ‘Trump’ rally, with US equities surging to record levels, on the Veterans Day Holiday. Markets are loving the certainty following the US Presidential Elections and equities are reflecting that. The administration will not take power until January 20th 2025 and there are massive macro and micro economic problems to address. The US Dollar regained some support, with the EUR retreating to 1.0650, while the GBP drifted to 1.2870.
Commodity currencies suffered the stronger reserve and disappointing news from China, regarding stimulus. The Chinese Government announced a 10-Trillion Yuan bail-out for local Government, over the next 10 years, which underwhelmed market expectations. The AUD slipped back to 0.6570, while the NZD dropped to 0.5950. A big week ahead is expected, filled with economic data releases, and a special focus on inflation in Europe and the USA.
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