纽币/美元 (NZDUSD) 加自选

美元在押注美联储放缓降息、特朗普可能获胜方面表现突出。周四，美元兑主要货币汇率接近三个月高点，受美联储降息步伐放缓的预期以及对唐纳德·特朗普可能连任总统的押注增加的支撑。

Dollar stands tall on bets for slower Fed cuts, potential Trump win.The U.S. dollar traded close to a three-month high against major peers on Thursday, underpinned by expectations for a slower pace interest rate cuts by the Federal Reserve and growing bets of a possible second Donald Trump presidency.

纳斯达克100指数期货周四反弹，特斯拉在盘后交易中飙升12%，得益于7.39亿美元的汽车监管信贷，第三季度利润好于预期。标准普尔500指数期货也小幅上涨，而道琼斯指数期货则进一步下跌。与此同时，在咨询和基础设施部门的收入低于预期后，IBM在盘后交易中暴跌近3%。在周三的常规交易中，道琼斯指数下跌0.96%，标准普尔500指数下跌0.92%，纳斯达克综合指数下跌1.6%。这些损失发生之际，美国国债收益率上升继续拖累股市，而投资者在第三季度财报季中表现良好。在强劲的经济数据下，基准10年期美国国债收益率达到4.25%，同时美联储官员对未来降息的步伐发出了谨慎的基调。投资者现在期待周四UPS、美国航空公司和诺斯罗普·格鲁曼公司等公司的更多收益。

Nasdaq 100 futures rebounded on Thursday as Tesla surged 12% in after-hours trading on better-than-expected third quarter profit bolstered by $739 million in automotive regulatory credit. S&P 500 futures also edged up while Dow futures fell further. Meanwhile, IBM tumbled nearly 3% in extended trading after its consulting and infrastructure units fell short of revenue expectations. In regular trading on Wednesday, the Dow fell 0.96%, the S&P 500 dropped 0.92% and the Nasdaq Composite declined 1.6%. Those losses came as rising Treasury yields continued to weigh on equities, while investors navigated the third quarter earnings season. The benchmark 10-year US yield reached 4.25% amid strong economic data and as Fed officials sounded a cautious tone over the pace of future rate cuts. Investors now look ahead to more earnings on Thursday from UPS, American Airlines and Northrop Grumman, among others.

新西兰股市周四早盘下跌50点，跌幅0.4%，至12734点，在华尔街周三暴跌后，新西兰股市第三个交易日下跌，原因是美国国债收益率上升、美元升值和即将到来的11月大选导致市场波动加剧。与此同时，新西兰储备银行行长阿德里安·奥尔在周三的国际货币基金组织和世界银行年会上表示，新西兰的货币政策在未来几个季度仍将保持限制性，现金利率将保持在限制支出和通胀压力的水平。缓解看跌情绪的是，有猜测称，中国可能会设立2万亿元人民币的市场稳定基金来支持其资本市场。非能源矿产、公用事业和消费服务拖累NZX 50。在单股中，Vista Group Intl.跌幅最大（-2.6%），其次是Mercury NZ有限公司（-2.3%）、South Port NZ（-1.8%）、Winton Land有限公司（-1.4%）和Freightways Group（-1.0%）。

New Zealand's equities slipped 50 points or 0.4% to 12,734 in Thursday morning trade, retreating for the third session after Wall Street plunged on Wednesday due to increased market volatility stemming from higher US Treasury yields, a rising dollar, and the upcoming November election. Meanwhile, RBNZ Governor Adrian Orr said during the IMF and World Bank Annual Meetings Wednesday that monetary policy in New Zealand will remain restrictive in forthcoming quarters and that the cash rate will stay at a level that constrains spending and inflation pressures. Mitigating the bearish mood was speculation that top trading partner China might set a CNY 2 trillion market stabilization fund to support its capital market. Dragging down the NZX 50 was non-energy minerals, utilities, and consumer services. Among single shares, Vista Group Intl. dipped the most (-2.6%), followed by Mercury NZ Ltd. (-2.3%), South Port NZ (-1.8%), Winton Land Ltd. (-1.4%), and Freightways Group (-1.0%).

瑞银坚持其对美元的看法：“没有吸引力”。列举3个卖出反弹的理由。瑞银直言不讳地表示，他们对美元的看法是“没有吸引力”，比如卖出美元强势以减少风险敞口。瑞银引用：在通胀下降的情况下，美联储仍将降息。

UBS maintains its view on the USD: "Unattractive". Cite 3 reasons to sell rallies.UBS are forthright with their view on the US dollar - "Unattractive" - say to sell bouts of dollar strength to reduce exposure. UBS cite: The Fed remains set to lower rates amid lower inflation.