英国劳动力市场大幅超出预期,扭转GBP/USD的下跌趋势。
9月份的申领人数变化结果为0.9K,远远超出了17. 1K的预测。与8月份的29K相比,我们可以看到英国失业救济申领人数方面的积极转变。此外,从2023年5月到7月,年平均工资增长(不包括奖金)为7.8%,创下了2001年以来可比记录中的最高水平。

GBPUSD Daily
尽管最近的数据不断变好,但2023年5月到7月的失业率在季度上增长了0.5%,达到4.3%,主要是由短期失业人口(失业时间不超过12个月)引起的。 从下面的GBP/USD日线图中,我们可以看到从23年8月31日开始的最近下降趋势已经开始反转。
中国的新银行贷款结果急剧上升,将USD/CNH下跌超过0.8%。
在中国数个月的经济表现疲软之后,上个月发放的1360B(1.36万亿)新人民币贷款超过了1275B的预测。与8月份的346B(3,460亿)新贷款相比,这是一次巨大的增长。值得注意的是,上个月公司的中长期贷款增至6,440亿人民币,而前一个月仅为2,710亿人民币。
中长期贷款的增加主要归因于银行更加鼓励放贷的监管条件和季节性因素。 受中国的积极经济数据影响,我们可以看到在周一发布后,USD/CNH下跌了超过0.8%。

USDCNH Daily
与中国周一发布的强劲新贷款消息密切相关,HKG50指数从17939上涨到18050,如下图所示。

HKG50 Daily
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