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<li>納斯達克的看漲勢頭停滯，隨着下行風險增加：是暫停還是修正的開始？</li>
<li>歐元區貿易順差在 3 月份縮小，因中東衝突導致能源赤字擴大</li>
<li>油價在美國與伊朗的僵局中持續高企</li>
<li>巴克萊：本週有強勢美元反彈的潛力</li>
<li>FMAS：26 在開普敦為金融專業人士舉辦獨家加密貨幣活動</li>
<li>USD/JPY 在宏觀背景仍偏向上行的情況下持續抹去幹預損失</li>
<li>美銀調查顯示僅有 4% 的基金經理認為會出現硬着陸</li>
<li>今天的主要事件是什麼？</li>
<li>伊朗重申最新提案包括解除海上封鎖和制裁</li>
<li>英國勞動力市場放緩，中東衝突的陰雲籠罩</li>
<li>5 月 19 日紐約時間上午 10 點的外匯期權到期</li>
<li>隨着美伊衝突持續，謹慎情緒依然高漲</li>
<li>NVDA 在 5 月 20 日週三財報前的股票預測</li>
</ul>
<p>這一交易時段相對平淡，只有英國就業報告在日程上。數據表現混合，但總體上低於預期，失業率上升，4 月份的初步估計顯示就業人數減少 10 萬。英國國家統計局（ONS）也發出警告稱：<em>&#34;2026 年 4 月的估計應視為臨時估計，預計在下個月收到更多數據時會進行修正。由於税務年度的變化，4 月的初步估計更不確定。&#34;</em></p>
<p>在市場上，即使特朗普取消了對伊朗的大規模軍事打擊，仍然存在一些謹慎情緒。為了提供背景，他表示，暫停是應海灣領導人的請求，以便繼續進行和平談判。他補充説，現在取消打擊後達成協議的 “好機會” 存在。</p>
<p>由於美國與伊朗的僵局、持續高企的油價、強勁的美國數據以及美聯儲加息的潛力，美元昨日收復了失地。這些因素在週五國債收益率突破 3 月份高點後，正在更廣泛地影響市場。我們可能已經達到了一個痛點，唯一的解決方案是迅速重新開放霍爾木茲海峽。</p>
<p>在美國交易時段，我們將發佈加拿大 CPI 報告。預計總體 CPI 將從之前的 2.4% 上升至 3.1%，而更重要的修剪均值 CPI 年率預計保持在 2.2% 不變。</p>
<p>我們最近獲得了加拿大就業報告，數據顯示勞動力市場再次疲軟。行長麥克勒姆強調，雖然央行將 “忽視戰爭對通脹的直接影響”，但如果其蔓延至更廣泛的經濟，“可能需要連續提高政策利率”。央行可能會關注修剪均值 CPI 以尋找溢出跡象。</p>
<p>最後，我們有美聯儲的沃勒發言。我認為今天值得強調，因為我們即將迎來 6 月 FOMC 會議，會議將包含經濟預測摘要（SEP）和點陣圖。這些會議通常對政策信號更為重要。</p>
<p>沃勒在這一週期內一直是美聯儲政策的 “領先指標”，如果他現在改變立場，市場可能會產生重大反應。他一直擔心勞動力市場，但數據顯示出強勁的條件。現在更緊張的是通脹，如果他將注意力重新轉向通脹，可能會被視為潛在加息的信號。</p>

彭博美元指數 做多 - WisdomTree

<p>英國就業數據表現不一，失業率上升，工資單減少 10 萬。由於美國與伊朗之間的緊張局勢以及高企的油價，美元保持支撐。歐元區貿易順差縮小，納斯達克的上漲勢頭停滯。美聯儲的沃勒即將發表的講話被期待為 6 月 FOMC 會議前的政策信號</p>

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<div class="lb-trans"><ul>
<li>納斯達克的看漲勢頭停滯，隨着下行風險增加：是暫停還是修正的開始？</li>
<li>歐元區貿易順差在 3 月份縮小，因中東衝突導致能源赤字擴大</li>
<li>油價在美國與伊朗的僵局中持續高企</li>
<li>巴克萊：本週有強勢美元反彈的潛力</li>
<li>FMAS：26 在開普敦為金融專業人士舉辦獨家加密貨幣活動</li>
<li>USD/JPY 在宏觀背景仍偏向上行的情況下持續抹去幹預損失</li>
<li>美銀調查顯示僅有 4% 的基金經理認為會出現硬着陸</li>
<li>今天的主要事件是什麼？</li>
<li>伊朗重申最新提案包括解除海上封鎖和制裁</li>
<li>英國勞動力市場放緩，中東衝突的陰雲籠罩</li>
<li>5 月 19 日紐約時間上午 10 點的外匯期權到期</li>
<li>隨着美伊衝突持續，謹慎情緒依然高漲</li>
<li>NVDA 在 5 月 20 日週三財報前的股票預測</li>
</ul>
</div><p>It's been a rather uneventful session with only the UK jobs report on the agenda. The data was mixed, but overall softer than expected as the unemployment rate ticked higher and the early estimate for April showing a 100K drop in payrolls. The ONS did put out a caveat though in saying that: <em>&#34;the April 2026 estimate should be treated as a provisional estimate and is likely to be revised when more data are received next month. The early April estimate is more uncertain because of the change of tax year.&#34;</em></p>
<div class="lb-trans"><p>這一交易時段相對平淡，只有英國就業報告在日程上。數據表現混合，但總體上低於預期，失業率上升，4 月份的初步估計顯示就業人數減少 10 萬。英國國家統計局（ONS）也發出警告稱：<em>&#34;2026 年 4 月的估計應視為臨時估計，預計在下個月收到更多數據時會進行修正。由於税務年度的變化，4 月的初步估計更不確定。&#34;</em></p>
</div><p>In the markets, there's still some caution in the air even if Trump called off a large-scale military strike against Iran. For context, he said that the suspension was at the request of Gulf leaders, to allow for peace talks to continue. He added that there is a &#34;good chance&#34; of a deal now that the strike has been called off.</p>
<div class="lb-trans"><p>在市場上，即使特朗普取消了對伊朗的大規模軍事打擊，仍然存在一些謹慎情緒。為了提供背景，他表示，暫停是應海灣領導人的請求，以便繼續進行和平談判。他補充説，現在取消打擊後達成協議的 “好機會” 存在。</p>
</div><p>The US dollar recouped yesterday's losses as the greenback remains supported amid the US-Iran stalemate, the persistently elevated oil prices, the resilient US data and the potential for Fed rate hikes. These forces are now weighing on the markets more broadly after Treasury yields broke above March highs on Friday. We might have reached a pain point where the only solution is to quickly reopen the Strait of Hormuz.</p>
<div class="lb-trans"><p>由於美國與伊朗的僵局、持續高企的油價、強勁的美國數據以及美聯儲加息的潛力，美元昨日收復了失地。這些因素在週五國債收益率突破 3 月份高點後，正在更廣泛地影響市場。我們可能已經達到了一個痛點，唯一的解決方案是迅速重新開放霍爾木茲海峽。</p>
</div><p>In the American session, we get the Canadian CPI report. Headline CPI is expected to increase to 3.1% vs 2.4% prior, while the more important Trimmed-Mean CPI Y/Y is seen remaining unchanged at 2.2%.</p>
<div class="lb-trans"><p>在美國交易時段，我們將發佈加拿大 CPI 報告。預計總體 CPI 將從之前的 2.4% 上升至 3.1%，而更重要的修剪均值 CPI 年率預計保持在 2.2% 不變。</p>
</div><p>We recently got the Canadian employment report and the data showed once again a soft labour market. Governor Macklem stressed that while the Bank would be “looking through the war’s immediate impact on inflation”, if it spills into the broader economy, “there may be a need for consecutive increases in the policy rate”. The central bank will likely be watching the Trimmed-Mean CPI for signs of spillovers.</p>
<div class="lb-trans"><p>我們最近獲得了加拿大就業報告，數據顯示勞動力市場再次疲軟。行長麥克勒姆強調，雖然央行將 “忽視戰爭對通脹的直接影響”，但如果其蔓延至更廣泛的經濟，“可能需要連續提高政策利率”。央行可能會關注修剪均值 CPI 以尋找溢出跡象。</p>
</div><p>Lastly, we have Fed's Waller speaking. I think it's worth highlighting it today because we are approaching the June FOMC meeting and it will contain the SEP and the dot plot. These meetings are generally more important for policy signals.</p>
<div class="lb-trans"><p>最後，我們有美聯儲的沃勒發言。我認為今天值得強調，因為我們即將迎來 6 月 FOMC 會議，會議將包含經濟預測摘要（SEP）和點陣圖。這些會議通常對政策信號更為重要。</p>
</div><p>Fed's Waller has been a great &#34;leading indicator&#34; for Fed policy in this cycle and I think the market would react in a big way if he were to change his stance now. He's been worrying about the labour market but the data has been pointing to resilient conditions. What is more in tension now is inflation and if he switches his focus back to that, it might be taken as a signal of potential rate hikes.</p>
<div class="lb-trans"><p>沃勒在這一週期內一直是美聯儲政策的 “領先指標”，如果他現在改變立場，市場可能會產生重大反應。他一直擔心勞動力市場，但數據顯示出強勁的條件。現在更緊張的是通脹，如果他將注意力重新轉向通脹，可能會被視為潛在加息的信號。</p>
</div>

investingLive European FX news wrap: UK jobs data disappoints, US dollar remains supported

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投資直播歐洲外匯新聞匯總：英國就業數據表現不佳，美國美元依然受到支撐