来源：环球外汇网

虽然上周的圣诞假期已过，但本周新开盘的汇市仍延续了假日情绪，致使汇市交投淡静。亚洲股市走高，上证综指上扬1.50%，日经指数上扬1.32%，但亚洲股市的交易量不大，这主要是因为澳大利亚和新西兰今日都在为过赠礼节而休市。欧元兑美元在平安夜当晚收盘之际报价1.4375，之后该水平持续至东京的圣诞节当天的大部分时间以及亚洲市场12月28日的该水平的表现。欧元兑美元在上周五尾盘时突破1.4420，当天创下1.4437的高点，但在大多数时段里该货币对一直在1.4355-1.4405的区间内交投。亚洲市场对尼日利亚籍男子企图摧毁飞往底特律的航班的恐怖案表现冷淡，日经指数仅上扬1%。在亚洲市场，欧元兑美元依然稳固，在今天早盘中下滑至1.4355，之后反弹上扬至1.4398。但成交量不大，因为所有货币的流动性都在急剧下降。

在日本，11月工业生产数据已经出炉，月比上扬2.6%，预期值为2.5%，前值为0.5%；年比下滑3.9%，创2008年9月以来最小降幅。日本11月零售销售额月比上扬0.2%。上周五，日本民主党领导的联合政府公布了下一财政年度始于4月份的政府预算细节。2010财年预算案总额高达92.3万亿日元，比2009财年增加了4.2%，创历史新高。该数据与市场预期基本一致，但鉴于承诺的规模达95万亿日元之大，预期不会全部得到批准。

12月27日，中国总理温家宝就金融危机过后中国采取的经济政策接受新华社为时2个小时的独家专访。在采访过程中，温家宝强调，经济刺激政策不会过早退出，2010年中国将坚持积极的财政政策和适宽松的货币政策。此外，他还谈到国内升温的房地产价格和通货膨胀预期，捍卫了中国目前的汇率政策。

上周四，因处于圣诞假期和周末公众日期之前，美国提前公布了首次申请失业救济人数，下滑至45.2万人，预期下滑至47万。我们注意到，最近几个月新申请失业救济的人数正在急剧下滑，上周公布的数据今年迄今为止的最低纪录。四个星期以来的平均值为46.5万人，而前一个月的平均值是49.6万人。尽管首次申请失业救济的人数已经拖累了相对稳定的非农业就业人口，但鉴于其下滑步伐正在不断加速，这意味着美国就业市场疲软的情形正在逐渐褪去。强劲的劳动力市场必将支持美元走强，支持联邦公开市场委员会发表鹰派的言论。但美元的交易量仍将有限，因为今天的财经日历实在是没什么大事。英国今天因赠礼节而休市。在本周晚些时候，关键财经数据将是标准普尔/ Case - Shiller指数，消费者信心指数，芝加哥采购经理人指数和首次申请失业救济人数。

Markets in general are very quiet after the holidays last week and today’s holiday in Australia and New Zealand. Asian regional equity indexes are higher, with Shanghai up 1.50% and the Nikkei up 1.32% on very light volume. Asia shrugged off the terrorist attempt on a Detroit-bound passenger plane, as risk correlated trades have held firm. The EURUSD has been range bound, trading between 1.4355-1.4405, while the USDJPY is trading in an increasingly tight range between 91.40 and 91.65 (barring a spike to 91.77 earlier in the session). Volume was inconsequential as we are seeing a drop in liquidity continuing across all currencies. On Thursday, before the holiday weekend, initial jobless claims fell to 452k vs. 470k exp this was the lower print this year and illustrates a clear trend of stability in employment sector. A stronger labor market will certainly encourage the USD bulls and the FOMC hawks.

In Japan, the flash estimate for November industrial production came in at +2.6% m/m vs. 2.5%, prior 0.5%, while the annualized print, at -3.9% y/y fell at its slowest pace since September 2008, while retail sales +0.2% m/m. Friday, Japan 's DPJ-led coalition government announced the largest budget ever, involving a spending of ?92.3 trn and a 4.2% increase from this year's prediction. The details and size of the budget were well within expectations, but only after roughly Yen95bn in ministerial request would not be granted.

Trading will be reserved as there is really nothing on the economic calendar and the UK has a public holiday. Later this week, the 2nd tier release highlights will be the S&P/Case-Shiller index, consumer confidence, Chicago PMI and initial jobless claims.