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10.08.2017 11:04 PM
10/08/2017全球宏观一览

10/08/2017全球宏观一览:

日本涨跌不一的经济数据令全球投资者失望。核心机械订单环比降低1.9%,而市场预期为增加3.7%。上个月跌幅为3.4%。同时,第三产业活动增幅不及预期(0.0% vs. 0.2%,前值-0.1%)。

数据对之前国内需求增加的预期蒙上阴影。但走强的PPI数据部分抵消了这一担心。生产者价格指数同比上涨2.6%,而市场预期为增加2.4%。上个月为2.2%。无论如何,没有一个数据有重大影响,因为日本银行可能按兵不动,继续观察经济发展。总体小幅上涨的国内经济恢复趋势中一步踏空似乎并不会影响日央行的货币政策立场:它将继续保持高度宽松。因此日元总体上将继续上涨,尤其是如果美朝冲突升级的话日元将成为避险币种。

现在让我们来看一下美元/日元4小时技术图。价格正在缓慢接近长期支撑位108.79。最近市场未能突破61%的斐波那契水平110.97,并且转而继续下跌。目前的市场是超卖的,但继续下跌依然可能,因为动量指标依然低于50。

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