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上周要点:
美元指数下跌至103.81,创下自9月1日以来低点,促使机构警告美元熊市逐步形成,推动黄金涨势。
中东冲突避险情绪退场,市场聚焦美国经济数据。油价在一周抛售后上涨4%。
美国股市小幅收高,三大股指连续第三周录得涨幅。
两年期美国国债收益率大幅下跌,为自3月以来最佳表现。10年期国债收益率较一个月前大幅下滑。
本周展望:
本周美国感恩节假期,经济数据相对清淡。投资者关注11月21日FOMC会议纪要。
美联储料可能结束加息,市场预计2024年降息,投资者看到经济活动减缓风险。
欧元区关注信心数据,英国秋季财政报告或带来少许好消息。
11月21日重要事件:FOMC会议纪要,美国感恩节假期。
本周经济数据:
周一:德国PPI月率,美国领先指标月率。
周二:英国央行行长讲话,澳洲联储会议纪要,美国芝加哥联储指数,成屋销售数据。
周三:澳大利亚领先指标月率,美联储FOMC会议纪要,美国初请失业金人数,扣除运输耐用品订单月率,欧元区消费者信心指数。
周四:澳大利亚制造业、服务业PMI,欧洲央行货币政策会议纪要。
周五:日本核心CPI年率,服务业PMI,美国Markit服务业PMI。
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