[每日摘要]20071206

今天期待的是ECB, BOE的利率決定，日內的波動就變得相對不重要了...

整個金融圈仍在反轉先前的走勢 

除了美元的反轉仍持續外，

美股回彈   但是澳幣等風險性偏好的貨幣卻沒有相對走強

看起來也是某種程度的背離

市場仍然在Play美元的故事 



美國隔夜的經濟數字一整個好，從ADP的就業報告就已經給市場一劑強心針

ADP的報告是在這一年來才開始受到關注  其實對於周五的非農就業報告來說

ADP只是一個馬前卒  讓大家來猜測NFP的方向而已，錯誤率也還是很大  

不過以市場經濟分析師大多都看衰美國經濟的前提下

過度看衰之下，超出預期的成份還是很高

一直到數據真正公布之前，美元反彈的態勢還不會改變



歐洲和英國的利率決定相關新聞  明天會再補充 

也許另開一新篇吧。



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News



Payroll processor ADP and Macroeconomic Advisers reported this morning that private employment

surged by 189,000 in November, more than three times the gain in consensus expectations.

While even the revised history for the two series shows that deviations from actual payrolls

can be as much as 108,000 in the month of November (a change in 189,000 jobs is less than 0.2% of the labor force),

the ADP estimates are probably the closest sample-based approximation to the "official" BLS estimate.