Monthly Archives: May 2026
印尼央行意外加息50个基点并收紧外汇措施，在全球动荡中提振印尼盾
Written on May 20, 2026 at 6:53 pm, by
中东冲突推升波动，印尼央行意外加息50bp至5.25%捍卫印尼盾，并强化NDF与即期干预。利差扩大利好套利与做多IDR，做空风险升温。
美元/日元回升至159附近，美国国债收益率推动涨势，日本干预风险在逼近160之际升温
Written on May 20, 2026 at 6:50 pm, by
美元/日元回升至159，推手仍是美债利率与通胀顽固。逼近160–161，日方干预警报升温。期权波动率飙至11.5%，策略转向买跌或卖涨价差。
ING指出，随着美联储与欧洲央行政策分歧扩大，欧元/美元下行风险上升，1.1570支撑位成为关注焦点
Written on May 20, 2026 at 5:51 pm, by
ING警告：EUR/USD下行风险未消，中东利好刺激递减。1.1570成关键支撑，失守或再现跳空。美元利率走高、互换利差扩至-100bp，欧元支撑转弱。
油价自高位回落，但在美伊紧张局势及库存数据出炉前仍守在100美元上方
Written on May 20, 2026 at 5:49 pm, by
油价自高位回吐仍守100美元：美伊冲突升温、霍尔木兹海峡封锁拖入第三月。API库存锐减910万桶超预期，EIA数据前再添供应忧虑。
Traders Fair Thailand 2026
Written on May 20, 2026 at 5:47 pm, by anna
Join us at Booth 16 at the Traders Fair Thailand 2026 on 23 May 2026 in Bangkok The Traders Fair Thailand 2026 is one of Thailand’s leading financial and trading events, bringing together traders, investors, fintech companies, brokers, and financial professionals from across the region. Held in Bangkok, the event offers valuable opportunities for networking, Continue Reading
道明证券称4月FOMC会议纪要释出偏鹰信号，市场聚焦20年期美债标售
Written on May 20, 2026 at 5:22 pm, by
纪要或揭示美联储内部裂痕：多名官员或支持删“宽松倾向”，三票反对显鹰派异议。更强CPI与非农推升鹰派预期，TD料6月措辞转向；另焦点20年期美债标售。
南非零售销售胜预期，提振兰特与约翰内斯堡证交所前景，并考验债市押注
Written on May 20, 2026 at 5:19 pm, by
南非3月零售销售按年劲增2.6%超预期，消费韧性提振基本面；通胀5.1%令央行难降息。兰特或趁势走强，宜布局做多ZAR期货或买入看涨期权。
美元/加元企稳，加拿大通胀降温削弱7月加拿大央行加息预期，美联储前景支撑美元
Written on May 20, 2026 at 4:21 pm, by
美元坚挺叠加加拿大7月加息预期降温，USD/CAD升至1.3772。德银称加息概率仅24%，4月CPI低预期。关注FOMC纪要及1.3806阻力、1.3710支撑。
英镑区通胀超越欧元区，推升英央行与欧央行政策分化，欧元/英镑下滑
Written on May 20, 2026 at 4:19 pm, by
欧元/英镑守0.8655仍偏空：欧区通胀回升、英国CPI降幅超预期拖累反弹，本周跌近0.7%。关注0.8645/0.8630支撑，阻力0.8680-0.8700。
随着市场押注欧洲央行降息升温、而美联储维持鹰派立场，欧元承压；市场聚焦欧元/美元下行期权
Written on May 20, 2026 at 3:59 pm, by
欧元兑美元探六周新低1.1583！中东局势推油价破100撑美元；欧元区通胀回升引发ECB政策关注，叠加美联储纪要与技术面偏弱，后市看1.1510。
