2007年11月27日 星期二

[每日摘要]20071127

股市的重挫讓投資人再度重新檢視風險性資產,

商品貨幣無可避免又成為最主要打壓的對象

但是澳幣跌到0.87兌一美元就快跌不下去了

似乎短線上再繼續賣這些風險性資產的誘因較低。



歐元也是,怎麼想都是該買歐元的盤,

趨勢如此,新聞如此,連一堆分析師的報告都是同步看衰美元看多歐元,

怎麼他就漲不上去,

還是小心為妙,



盤中最重要的新聞就屬花旗銀行的新聞了摘錄原文放在下方 中文細節

這個新聞造成JPY cross 上揚 

股市反彈,但是油元真的能夠救疲弱的金融市場嗎?

我個人是比較抱持懷疑的態度

畢竟花旗本來就算是半個阿拉伯銀行,

和其它的金融機構不可相提並論。



德國IFO是今天最重要的數字

不可思議的是竟然好轉

算是跌破市場眼鏡之一

IFO對歐元一向都有正相關的關聯性

但是在逼近新高的歐元能夠帶來多少助力?

IFO (Nov) pre 103.9 exp 103.3 Act. 104.2







============================================================

NEWS



bu Dhabi Invests $7.5 Billion in Citigroup

By ROBIN SIDEL

November 26, 2007 9:34 p.m.



Citigroup Inc., seeking to restore investor confidence amid massive losses due in credit markets and a lack of permanent leadership, is receiving a $7.5 billion cash infusion from the investment arm of the Abu Dhabi government, according to people familiar with the situation.



The investment by the Abu Dhabi Investment Authority will help rebuild Citigroup's capital levels, which have been eroded by a credit crunch that began in August. Citigroup Chief Executive Officer and Chairman Charles Prince resigned earlier this month after the bank, which had already written off billions of dollars, was facing as much as $11 billion more in losses.



Write to Robin Sidel at robin.sidel@wsj.com 





    TOKYO, Nov 27 (Reuters) - Japanese Finance Minister Fukushiro

Nukaga told European Central Bank governing council member

Christian Noyer that he shared the U.S. view that a strong dollar

was desirable, a Japanese Ministry of Finance official said on

Tuesday.

   Nukaga also told Noyer that there needed to be more

flexibility in China's yuan exchange rate
, said the official, who

was present at the meeting.

   The official said Nukaga and Noyer did not specifically

discuss the movement of the euro in foreign exchange markets.

(Reporting by Leika Kihara) 



16:32 27Nov07 RTRS-JAPAN GOVT DOWNGRADES VIEW ON EMPLOYMENT, FIRST DOWNWARD REVISION IN MORE THAN 3 YRS

16:32 27Nov07 RTRS-JAPAN GOVT REPORT SAYS IMPROVEMENT IN JOB CONDITIONS PAUSING RECENTLY

16:32 27Nov07 RTRS-JAPAN GOVT UPGRADES VIEW ON EXPORTS, SAYING THEY ARE INCREASING

16:32 27Nov07 RTRS-JAPAN GOVT REPORT MAINTAINS VIEW THAT ECONOMY RECOVERING DESPITE SOME WEAKNESS

16:34 27Nov07 RTRS-Japan govt downgrades view on employment in report

    By Leika Kihara

   TOKYO, Nov 27 (Reuters) - The Japanese government downgraded

its view on employment conditions in a monthly report on Tuesday,

the first downward revision in more than three years, but kept

its assessment of the overall economy unchanged.

   In a sign of rising concern over fallout from problems in the

U.S. subprime mortgage market, the government also said financial

market fluctuations ensuing from the subprime issue need to be

closely monitored in gauging the outlook for Japan's economy.

   "Improvement in employment conditions appears to be pausing

recently, while some severe aspects remain," the government said

in its monthly report for November.

   The downgrade from October's report, which described job

conditions as improving steadily, was the first since September

2004. It came after Japan's jobless rate rose in September for

the second straight month.

   The government kept its overall assessment unchanged, saying

the economy is recovering albeit some weaknesses.

   Exports are increasing, the government said, upgrading its

view from the previous month on firm overseas demand for Japanese

automobiles, construction machinery and electric equipment. The

October report had said exports were increasing moderately.

   Corporate profits are improving and capital expenditure is

increasing as a trend, while personal consumption is largely

flat, the report said, sticking to the previous month's view.

   Japan's economy grew a stronger-than-expected 0.6 percent in

July-September from the previous quarter on firm exports and

capital spending, following a 0.4 percent fall in April-June.

   

   SMALL FIRMS FEELING PINCH

   Japan's jobless rate unexpectedly jumped to 4.0 percent in

September from 3.8 percent in August after touching a nine-year

low of 3.6 percent in July, suggesting that improvement in

employment conditions may have come to a halt.

   The government will release the jobless rate for October on

Friday. Economists' median forecast at 4.0 percent.

   Smaller firms may not be hiring as much as before since their

profits are being squeezed by rising crude oil and raw material

costs, said Fumihira Nishizaki, director of macroeconomic

analysis at the Cabinet Office.

   "Small firms' business sentiment is worsening and their bonus

payments are declining as a trend," he said.

   Tame wage growth has been partly behind a lack of strength in

personal consumption, which makes up 55 percent of Japan's gross

domestic product.

   On the outlook, the report maintained its view that Japan's

economy is expected to continue recovering. But it warned that

fluctuations in financial markets, mainly caused by the subprime

problem, and crude oil price moves warrant close monitoring.

   "We wanted to emphasise the need to watch currency and stock

market movements and how they could potentially affect Japan's

economy," said Nishizaki at the Cabinet Office.

   In the previous month's report, the government used broader

terms in describing risks, saying it needed to watch developments

in the U.S. economy and crude oil prices. 

 

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