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05.10.2017 11:38 PM
05/10/2017全球宏观一览

05/10/2017全球宏观一览:

ADP的非农就业数据超出市场预期。全球投资者预期从上个月的22.8万下降至13.1万,但实际数据为13.5万。不仅如此ISM的非制造业PMI也超出了预期,在上个月下跌至55.3点之后上涨至59.8点(而预期值则为55.5).

私人雇佣增涨的最新趋势反映出健康的增涨,尽管飓风哈维和艾玛打击了九月份的就业市场。ADP最新数据反映出年趋势支持美国就业市场的积极前景,尽管上周增涨疲软,私人雇佣依然在九月份同比增涨近2.0%。这一数据位于五月以来的同比较低水平,但依然略高于去年四月以来12个月的平均值。无论如何,ADP仅从占美国经济五分之一的消费者那里收集数据。

总之,来自美国的数据受到了飓风的影响,并且各种统计数据没有一致结论。较糟的数据将被低估,因为它们反映出飓风的破坏,而较好的数据将被解释为重建工作的开始。目前来看等待是看清宏观趋势的最佳策略。

现在让我们来看一下美元指数的4小时技术图。市场正在93.20 - 93.63之间的窄区间交易,但动量指标依然高于50水平。上涨的关键价位依然是94.14。

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