[每日摘要]20080523(0526上午更新)

上圖cut time為0523 下午四點半

亞洲時間，並無太多明顯波動，唯台股重挫，台幣貶值回30.5，央行盤中稍微守住止住波動，但是力道並未太過。
油價回穩，今天的FT提到"Asia to cut subsidies as oil hits $135" 油價補貼減少能夠減少多少需求還是個問號，但是心理面的影響會漸漸發酵。
歐洲的PMI-serv50.6 from 52 last month, 對EUR 影響不大，其實EUR就是在這兒摸來摸去，雖然IFO很好，但除了IFO外好像也沒什麼好的number。
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UK Q1 PROV 2008 GDP confirmed the initial read and consensus f/cs of 0.4% q/q and 2.5% y/y from 0.6% q/q and 2.8% y/y in Q4. Manuf rose 0.3% q/q (revised lower from 0.5% m/m) and services came in at 0.5% q/q from 0.6% q/q in the 1st read.
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0526 上午
法國經濟部長希望美元兌歐元走強！但是沒什麼用。希臘財長認為目前能夠容忍強勢歐元。
UK's 森坦斯(BOE副行長)認為英國經濟將大幅放緩，但也許能夠避免衰退。

星期五晚上，美元還是續跌， 但幅度不大。雖然existing home sales -1% (Act: 4.89mio consensus :4.85mio)，但是待售房屋創新高，還是令投資人有所疑慮。

WSJ FRANKFURT -- The president of the European Central Bank, Jean-Claude Trichet, said potential economic fallout from the turmoil in financial markets, coupled with pressures from rising food and commodity prices, add up to "an accumulation of shocks that is clearly

ECB's Papademos says eurozone inflation pressures have intensified due to rising oil prices, which are also dampening growth.