每日更新 - 日本央行,澳大利亚央行,英国,中国 The Daily Update - BOJ RBA UK China

除非你想关注希拉里的谷歌邮箱帐户和唐纳德的“墙”, 今天早上大多数新闻头条来自远东,澳大利亚央行(RBA)和日本央行(BoJ)举行了会议。正如广泛预期的那样,澳大利亚央行与日本央行一样保持政策不变,但日本央行对其通货膨胀思想做出了一些有趣的修正。他们再次下调预期,现在希望消费者价格指数在2017年为1.5%,而之前的期望是1.7%。另外,其发布对2018财年的目标率为2%,但这对我们看来仍然有点乐观。

虽然我们谈论日本,作为一个小的插曲,还有更多关于日本对英国退欧情况的反应。日本驻伦敦大使在昨晚的接待会上要求定期举行会议,讨论英国的战略。 “当然,当英国与欧盟谈判时,日本不会坐在谈判桌上,”鹤冈对国会议员说,“但我们是朋友,我们也是一个非常重要的利益相关者,日本在英国的经济存在是相当重要的。因此,这种重要的存在当然会对如何进行谈判产生影响。”“日本公司不会离开,它们喜欢这里,它们在英国经营盈利,”大使说。两国政府“应该确定一个商业环境继续允许它们在英国赚取利润和经营。”戴维斯需要注意到这一点。

插曲完毕,我们回到远东地区,中国10月份的采购经理指数今天早上发布,比预期强劲,反弹0.8点至51.2,是26个月中的最高水平,而预期为50.3。详细显示,新订单,就业和原材料数额都更高。这得到了私人财新网采购经理人指数调查的证实,这项调查也反弹了1.1点,从而在“中国弱增长阵营”中有一些观察家反思他们的预测和战略。因为经销商关注中国需求强劲的可能性,这些数据也有益于金属价格,铜价达到三个月内最高水平,铝价自2015年6月以来一直保持在最高水平,锌价上涨至新的五年高点。

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