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ACM:10月17日国际金融市场分析(中英文对照)

(2008-10-20 14:50:24)
标签:

杂谈

分类: 外汇观点与策略

ACM:10月17日国际金融市场分析(中英文对照)

 

风险厌恶情绪支配整个市场,亚洲股市尽失之前的收益-日本股市回弹强劲,上涨了2%

ACM:10月17日国际金融市场分析(中英文对照)
ACM:10月17日国际金融市场分析(中英文对照)
ACM:10月17日国际金融市场分析(中英文对照)

 

今日汇评

 

由于欧洲进一步银行救市行动的利好刺激,亚洲市场早市开盘走高。虽然大部分人士对于近几周危机局势的担忧已有所缓解,对于风险的厌恶始终处于统治地位。由于市场增加的流动性很好的帮助缓解当前紧张可拍的金融市场局势,全球银行间拆借利率开始回稳,银行间拆借贷款--全球经济的生命血液在一定程度上缓解了市场的巨大压力。

 

日元下跌了0.8%-除了日元和瑞士法郎,美元对其他主要货币汇率都是下跌态势,这两个国家投资者对于国家经济的观望心理由于政府的一些行为被极度放大。瑞士政府花费600亿美元用于处置美元资产,瑞士信贷集团通过卡塔尔和其他小国家的投资者来调整资本结构。日本政府在积极努力消除市场的紧张情绪,宣布日元1.8Tln。

 

欧元对美元昨日走低,尽管已经做出了众多的承诺,欧洲国家的领导者们始终无法对当前的金融信用危机做出一个明确物化的合符人们预期的反应。美元依然坚挺,主要原因是救市行动的避难港湾带来的流动性,对于瑞士法郎,情况也同样如此,在昨天的交易日,对美元汇率企高。我们是否看到新一轮美元走高趋势的终结呢?我们期待欧元和瑞士法郎在亚洲交易市场的走高。欧元区外贸平衡和美国房地产问题开始为人所关注。

 

昨日黄金价格下跌至780美元,之后折回到800美元的水平,在亚洲市场开市之后在3美元的范围内波动。昨日国家油价创近期新低,跌破70美元的阻力点,今日早市上涨了3.6%,收于72.4美元每桶,由于全球经济需求的萎缩,分析师们认为石油价格将继续探低。波动率指数在昨日表现活跃之后,下跌了2.6%。对于今日早市的最后一点思考:是否这就是经济衰退的图景?

 

 

ACM

www.ac-markets.com/cn

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+41 22 319 22 00

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CH –1204 Geneva

 

 

Market Brief

 

Asian markets opened on the rise this morning as they took to the news of further bank bailouts in Europe. Although general sentiment points to an unwinding of the critical situation of recent weeks, risk aversion remains strong. Global interbank lending rates start to settle as increased liquidity in the markets help unfreeze the current dire situation in financial institutions, the life blood of the global economy – interbank loans – eases substantial market stresses.

 

The Yen is down 0.8% – Dollar is lower against most currencies except the Yen and Swissy, these two economies seeing sentiment in their equity markets boosted by government action. Swiss government puts near $60Bn at UBS’ disposal while Credit Suisse Recapitalizes through Qatar and other smaller investors. Japanese government steps up it’s efforts to quell market tensions – announcing a JPY1.8Tln.

 

EURUSD traded lower yesterday as European leaders fail to materialize a definite, much needed response to the current credit crisis – although many promises have been made. The Dollar remains strong – mainly due to safe haven flows, same can be said for the Swiss Franc, which traded higher against the dollar early yesterday. Can we see an end to the new found glory of the dollar? Expect a positive open for Europe – Euro, Swissy and Cable slightly higher in Asian trading. Eurozone Trade balance and U.S housing starts to watch for today.

 

Gold drops to $780 yesterday before retracing to near $800 levels, where it has traded in a $3 range since Asian opening. Crude reached a recent low yesterday breaking the $70 barrier – however is up 3.6% to $72.4 this morning as analysts expect further unwinding of crude prices as global demand drops. The Vix index is also down, -2.6% after another active session yesterday. Final thought for this morning – is this what recession looks like?

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