<p>STOXX 600 上涨 0.4%</p>
<p>欧洲央行将维持利率不变</p>
<p>美国 CPI 数据备受关注</p>
<p>纳斯达克期货小幅上涨 欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
<h3>英镑潜在的命运转变</h3>
<p>今年英镑对美元上涨近 8%。但野村表示，它的命运可能即将转变。</p>
<p>该行外汇策略师多米尼克·巴宁表示，“英镑面临更大的下行风险” 即将到来，并列举了一些原因。</p>
<ol>
<li>英格兰银行在 9 月 18 日宣布的量化紧缩。“国债收益率急剧上升的风险增加，进一步关注英国脆弱的财政状况，” 他说。英镑通常与国债收益率的大幅上升呈负相关，见下图。</li>
</ol>
<ol>
<li>英国预算定于 11 月 26 日公布</li>
</ol>
<ol>
<li>战术性美元反弹的空间</li>
</ol>
<ol>
<li>“英格兰银行的宽松预期可能更大”</li>
</ol>
<ol>
<li>头寸风险。野村表示，投机社区似乎已经做空英镑。“如果投资者选择保持头寸而不是追逐进一步的下行动能，这可能会限制对负面英镑消息的后续反应。”</li>
</ol>
<p>野村表示做空英镑。</p>
<p>（乔伊斯·阿尔维斯）</p>
<h3>早前市场直播：</h3>
<h3>花旗描绘市场路径并支持欧洲，大型股点击这里</h3>
<p>矿业并购：竞争对手如何应对英美资源交易 点击这里</p>
<h3>金融部门小幅提振 STOXX 点击这里</h3>
<h3>欧洲开盘前：期货小幅上涨，欧洲央行决策临近 点击这里</h3>
<h3>亚洲因甲骨文激增而热衷于人工智能 点击这里</h3>
<p>英镑国债</p>
<p><img src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/48apS5R?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/48apS5R"/></p>

野村控股

<p>英镑今年对美元上涨近 8%，但野村的外汇策略师警告潜在的下行风险。关键因素包括英格兰银行的量化紧缩公告、即将发布的英国预算以及美元可能的战术性反弹。此外，投机社区已经对英镑持有空头头寸，这可能会限制进一步坏消息带来的负面影响。STOXX 600 指数上涨 0.4%，美国 CPI 数据和欧洲央行的决策备受关注</p>

<p>STOXX 600 up 0.4%</p>
<div class="lb-trans"><p>STOXX 600 上涨 0.4%</p>
</div><p>ECB set to hold rates unchanged</p>
<div class="lb-trans"><p>欧洲央行将维持利率不变</p>
</div><p>U.S. CPI data in focus</p>
<div class="lb-trans"><p>美国 CPI 数据备受关注</p>
</div><p>Nasdaq futures inch higher Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at</p>
<div class="lb-trans"><p>纳斯达克期货小幅上涨 欢迎来到路透社记者为您带来的实时市场报道。您可以与我们分享您的想法，</p>
</div><h3>STERLING’S POTENTIALLY SHIFTING FORTUNES</h3>
<div class="lb-trans"><h3>英镑潜在的命运转变</h3>
</div><p>Sterling is up almost 8% against the dollar this year. But its fortune could be about to turn, says Nomura.</p>
<div class="lb-trans"><p>今年英镑对美元上涨近 8%。但野村表示，它的命运可能即将转变。</p>
</div><p>The bank’s FX strategist Dominic Bunning says “greater downside tail risks for GBP” is on the horizon and he names a handful of reasons.</p>
<div class="lb-trans"><p>该行外汇策略师多米尼克·巴宁表示，“英镑面临更大的下行风险” 即将到来，并列举了一些原因。</p>
</div><ol>
<li>The Bank of England’s quantitative tightening announcement on Sept. 18. “There is a risk that gilt yields rise sharply, increasing the focus on the UK’s precarious fiscal situation,” he says. GBP has generally been more negatively correlated to large rises in gilt yields, see chart below</li>
</ol>
<div class="lb-trans"><ol>
<li>英格兰银行在 9 月 18 日宣布的量化紧缩。“国债收益率急剧上升的风险增加，进一步关注英国脆弱的财政状况，” 他说。英镑通常与国债收益率的大幅上升呈负相关，见下图。</li>
</ol>
</div><ol>
<li>The UK budget scheduled for Nov 26</li>
</ol>
<div class="lb-trans"><ol>
<li>英国预算定于 11 月 26 日公布</li>
</ol>
</div><ol>
<li>Room for a tactical dollar bounce</li>
</ol>
<div class="lb-trans"><ol>
<li>战术性美元反弹的空间</li>
</ol>
</div><ol>
<li>“More scope for (BoE) easing to be priced in than out”</li>
</ol>
<div class="lb-trans"><ol>
<li>“英格兰银行的宽松预期可能更大”</li>
</ol>
</div><ol>
<li>Positioning risk. The speculative community seems to be already short sterling, Nomura says. “This could limit the follow-through to negative sterling news if investors chose to just hold their positions rather than chase further downward momentum”.</li>
</ol>
<div class="lb-trans"><ol>
<li>头寸风险。野村表示，投机社区似乎已经做空英镑。“如果投资者选择保持头寸而不是追逐进一步的下行动能，这可能会限制对负面英镑消息的后续反应。”</li>
</ol>
</div><p>Nomura says is short sterling.</p>
<div class="lb-trans"><p>野村表示做空英镑。</p>
</div><p>(Joice Alves)</p>
<div class="lb-trans"><p>（乔伊斯·阿尔维斯）</p>
</div><h3>EARLIER ON LIVE MARKETS:</h3>
<div class="lb-trans"><h3>早前市场直播：</h3>
</div><h3>CITI MAPS OUT MARKET PATHS AND BACKS EUROPE, MEGACAPS CLICK HERE</h3>
<div class="lb-trans"><h3>花旗描绘市场路径并支持欧洲，大型股点击这里</h3>
</div><p>MINING M&amp;A: HOW RIVALS COULD RESPOND TO ANGLO-TECK DEAL CLICK HERE</p>
<div class="lb-trans"><p>矿业并购：竞争对手如何应对英美资源交易 点击这里</p>
</div><h3>FINANCIAL SECTOR LIFTS STOXX A TAD CLICK HERE</h3>
<div class="lb-trans"><h3>金融部门小幅提振 STOXX 点击这里</h3>
</div><h3>EUROPE BEFORE THE BELL: FUTURES INCH UP AS ECB DECISION LOOMS CLICK HERE</h3>
<div class="lb-trans"><h3>欧洲开盘前：期货小幅上涨，欧洲央行决策临近 点击这里</h3>
</div><h3>ASIA GETS AI FEVER AS ORACLE SURGES CLICK HERE</h3>
<div class="lb-trans"><h3>亚洲因甲骨文激增而热衷于人工智能 点击这里</h3>
</div><p>Cable gilt</p>
<div class="lb-trans"><p>英镑国债</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://tmsnrt.rs/48apS5R" alt="" original-src="https://tmsnrt.rs/48apS5R"/></p>

实时市场 - 英镑可能的命运转变