英镑/澳元 (GBPAUD) 加自选

欧元/美元、美元/日元和澳元/美元预测——周一早些时候美元走软。在周一交易时段的早些时候，我们看到美元有点疲软，但坦率地说，考虑到过去几个月的大部分时间美元市场一直如此强劲，稍作喘息是有道理的

EUR/USD, USD/JPY and AUD/USD Forecast – US Dollar Softens Early on Monday.Early during the trading session on Monday, we have seen a bit of US dollar weakness, but quite frankly considering that the market has been so strong for the US dollar most of last few months, to take a bit of a breather makes quite a bit of sense at

富时100指数周一小幅下跌，在年底前假期活动疲软的情况下交易接近8100点。由于明年货币政策和特朗普总统任期内的全球经济前景存在不确定性，投资者缩减了头寸。在企业方面，劳斯莱斯控股公司是最大的输家之一，跌幅超过1%，可能与昨天的韩国空难有关，这可能会给波音及其供应商带来进一步的挑战。此外，由于铜、铁矿石和黄金价格低迷，矿业股也面临压力。另一方面，Airtel Africa、Entain和Pershing Square Holdings的涨幅最大，从0.3%到0.6%不等。

The FTSE 100 dipped slightly on Monday, trading near 8,100 in subdued holiday activity ahead of the year-end. Investors scaled back positions amid uncertainty about monetary policy for the coming year and the global economic outlook under a Trump presidency. On the corporate front, Rolls-Royce Holdings was among the top losers, down over 1%, potentially linked to yesterday's Korean air crash, which could lead to further challenges for Boeing and its suppliers. Also, mining stocks were under pressure, amid subdued prices of copper, iron ore and gold. On the flip side, Airtel Africa, Entain and Pershing Square Holdings posted the largest gains, ranging from 0.3% to 0.6%.

澳大利亚证券交易所200指数周一下跌27点，跌幅0.3%，收于8235点，此前在上一交易日达到一周多来的最高水平，主要受房地产、公用事业、金融和工业板块的拖累。周五，由于主要科技公司的抛售，华尔街出现负面交易，随后出现下跌。交易员在新年假期前交易清淡和美国国债收益率高企的情况下持谨慎态度。上周发布的澳大利亚储备银行货币政策会议的最新纪要限制了跌幅，该纪要显示，央行对通胀正在可持续地朝着目标迈进更有信心，这增加了2月份会议降息的希望。在大幅下跌的大盘股中，包括Summerset Group（-4.0%）、Home Consortium（-3.0%）、Charter Hall（-2.3%）、Block股份有限公司CDI（-2.5%）和Ramsay Health Care（-2.0%）。

The ASX 200 dropped 27 points, or 0.3%, to close at 8,235 on Monday, after reaching its highest level in over a week during the previous session, mainly weighed down by real estate, utilities, financials, and industrials. The declines followed a negative session on Wall Street on Friday, due to a sell-off in major technology companies. Traders were cautious amid thin trading ahead of the New Year holiday and high US Treasury yields. Capping the declines were the latest minutes from the RBA's monetary policy meeting, released last week, which showed the central bank is more confident that inflation is moving sustainably toward its target, raising hopes for rate cuts in the February meeting. Among large-cap stocks that saw deep losses were Summerset Group (-4.0%), Home Consortium (-3.0%), Charter Hall (-2.3%), Block Inc. CDI (-2.5%), and Ramsay Health Care (-2.0%).

澳大利亚10年期政府债券收益率跃升至4.52%左右，达到一个多月来的最高水平。国内收益率跟随美国债券收益率的上升，这是由于人们预计当选总统唐纳德·特朗普的贸易和移民政策将加剧通货膨胀，而他提出的减税将增加美国的债务负担。在国内，澳大利亚储备银行12月的会议纪要显示，政策制定者对控制通货膨胀的信心日益增强，尽管人们承认存在持续的风险。澳大利亚储备银行强调，在通胀不确定性降低并实现2-3%的目标之前，需要采取“足够严格”的政策。央行重申，将通胀率恢复到目标水平是其首要任务，并强调了未来利率决策的数据驱动方法。市场暗示，澳大利亚储备银行在2月份的下一次会议上将利率下调25个基点的可能性存在分歧，而到4月份，首次宽松政策的价格已经完全消化。

Australia’s 10-year government bond yield jumped to around 4.52%, reaching its highest level in over a month. Domestic yields followed the rise in U.S. bond yields, driven by expectations that President-elect Donald Trump's trade and immigration policies would fuel inflation and his proposed tax cuts would add to the U.S. debt burden. Domestically, the Reserve Bank of Australia’s December meeting minutes revealed growing confidence among policymakers in controlling inflation, though ongoing risks were acknowledged. The RBA emphasized the need for a "sufficiently restrictive" policy until inflation uncertainty is reduced and the 2–3% target is achieved. The central bank reiterated that bringing inflation back to target is its top priority and stressed a data-driven approach to future rate decisions. Markets imply a split chance that the RBA can lower interest rates by 25 bps at its next meeting in February, while a first easing is more than fully priced in by April.