Live Updates

8

Sep 2026

美国NFIB小企业乐观指数8月降至98.7，低于市场预期

美国NFIB小企业乐观指数8月报98.7，低于预期99.3并逊于一致预测0.6点，信心走弱引发关注，或预示小企业经营短期动能承压，后续数据待验证。

8

Sep 2026

美国NFIB小企业乐观指数8月降至98.7，不及预期

美国8月NFIB小企业乐观指数报98.7，不及预期99.3，低0.6点，折射经营信心走弱；关注其对短期经营景气与经济动能的边际拖累。

8

Sep 2026

美国NFIB小企业乐观指数8月降至98.7，低于预期

美国8月NFIB小企业乐观指数报98.7，低于一致预期99.3；意外走弱释放情绪降温信号，或压制短期小企业经营预期与投资意愿。

8

Sep 2026

野村维持欧元/美元多头仓位，德国选择党选举斩获未能撼动欧元市场

野村称AfD州选胜势对欧元冲击有限，EUR/USD受ECB偏鹰、美债例外论降温及资金流改善支撑，建议买1-2月1.13看涨；警惕德法政治风险溢价，配1.08虚值看跌对冲。

8

Sep 2026

美元/印度卢比维持在94区间中段，印度央行流动性过剩扩大，通胀风险推升收益率

盯紧94中段：USD/INR回吐强势后震荡偏上，油价与美联储加息预期限制回调；掉期流入推升流动性盈余，RBI或回笼致债券收益率上行，期权宜逢低做多。

8

Sep 2026

美国非农就业反弹，市场关注9月通胀数据及美联储加息概率；英镑走弱，日元受关注

美国8月非农回升至16.2万并上修前值提振韧性，美元反应克制；市场押注9月或加息一次，核心CPI成关键。英镑承压、日元干预预期升温。

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