[每日摘要] 20080519 (520 上午更新)

上圖cut time 為20080519 下午四點，台幣收盤後


EUR- 前一夜美元的弱勢又繼續帶進了今天的倫敦盤，歐元再度上攻1.56達陣，但是未能久守。亞洲股市除休假國家外，大致上均為漲勢，只有韓國因政策不確定性高而較疲弱。
ECB's Trichet warned on Monday that the world was experiencing an "ongoing and very significant market correction" and said policy makers should strive for price stability. 還是維持一貫的講法。法國央行預期Q2 GDP為 0.3%。法國經濟部長認為今年有望實現GDP1.7~2%。

Overnight 美元受到領先指標的激勵，再度將歐元下拉，USD index 重回73，不論牛熊目前仍然是僵持的局面，個人認為週五的歐洲區PMI是個有機會打破僵局的好機會。

金價視之為反美元指標，900以上不要站太久，不然有可能美金又被拉下去。以最近股市慢慢墊高及VIX下滑的態勢，美元要弱勢不太容易，等個好理由罷了。

comments from German deputy economic minister Thomas Mirow probably did not help either. He stated that the strong EUR, as well as rising food and oil prices, were hurting the economy, adding that German exports were expected to slow in coming months.

但是德國央行對於經濟還是十分看好，主要來自自於demand增長。


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美債2Y 2.406% 殖利率略降