[每日摘要]20080124

今天匯市相對平靜許多
當然股票市場還是波動
HSI上下刷5% 由+4%到-1%
主要還是對金融環境的不安心產生疑慮
最主要的消息是Societe Generalse 的新聞
某一個交易員作連結型商品的期貨竟然輸掉4.9Bln EUR，
相當2千億台幣，使得股市大跌，EUR/CHF 繼續下行
看來EUR/GBP也還有機會挑戰前高

不過這個也可能是單一事件，餘波不致於太大

2. 日本公布出口數據，不但是對美國出口放緩，對歐洲及中國成長率也是下滑，
Re-Couple又一個證據？

3. ECB's Liebscher : Inflation is the main focus in near term.
Euro zone growth could be below 2% this year.

4.IFO SAYS JAN GERMAN BUSINESS CLIMATE INDEX 103.4 VS REUTERS CONSENSUS 102.2
IFO'S RUSS SAYS ECB SHOULD WAIT UNTIL H2 2008 BEFORE THINKING ABOUT QUARTER POINT CUT



(Bloomberg) -- Societe Generale SA said it will seek 5.5 billion euros ($8.1 billion) in new capital after discovering a case of trading fraud and taking further writedowns linked to the U.S. subprime mortgage market crash. The bank discovered last weekend that a trader in Paris had secretly set up positions that will cost the company 4.9 billion euros before tax, Societe Generale said in an e-mailed statement today. The trader, who wasn't identified, went beyond permitted limits on futures linked to European stock indexes. Societe Generale will also take 2.05 billion euros in writedowns related to credit market turbulence. The bank said it will still make a profit of between 600 million euros and 800 million euros for 2007. An offer by Chairman Daniel Bouton to resign was rejected by the board, the bank said.