星期五是有益的一天。總體上,工資總額和失業率令人失望,但圍繞供應問題及其影響的一些爭論最終限制了對固定收入的淨影響。因此,如果我們認為這個數字並不像看起來的那麼糟糕,它仍然使我們處於一個肥沃的增長環境中,美聯儲不會在漸縮問題上過早受到壓力,並且有進一步的證據表明增長領導力接力棒已經從美國轉移到了美國。歐洲其他地方尤其如此。特別是在歐元,我們在上周初對1.2000進行了非常強勁的測試,許多頭寸都減少了,而儘管我們經歷了反彈,但感覺市場還沒有時間重新參與。我爭論了一個星期或一個soago,歐元只能在歐洲經濟增長重新評估和COVID悲觀情緒的情況下大漲,尤其是在美國看上去如此堅挺並且美聯儲即將進行對話的情況下,但是我們有大多數美聯儲發言人在同一首讚美詩中有關政策耐心的最後幾周中,毫無疑問星期五的數字將加強這一論點。上週五我在整體上...
The recent steady rise in the EUR finally gave way to an acceleration through key resistance at 1.1915/20 yesterday and, whilst the extension didn’t remotely threaten the psychological 1.20 level, it also did little wrong in holding above the former level for the rest of the day. We added to long-held longs on that break but will be looking to trim those back...
EUR longs increase again For the week ending August 11, USD shorts increased again (up 23K to -208K). EUR longs continued to trend higher to a new record-high of 200K. Meanwhile, JPY longs were pared back by 4K to 27K. GBP shorts were cut back from -15K to -3K. CHF longs increased from 12K to 17K. CAD shorts increased by 6K to -30K. AUD shorts rose from...