FxPro：只有批发库存数据 对于美元这个数据不会有所影响

　　数据/事件风险

　　GBP:Industrial production data is expected to show a modest rebound (0.4% MoM) from the sharp 1.2% decline seen in the January data. Market keenly focused on whether GDP expanded in the first quarter after Q4 decline (-0.3%). Sterling would find comfort in stronger than expected release.

　　USD: Low risks from the data side today with just Wholesale Inventories, which is not a market-mover for the dollar.

　　英镑：工业生产数据期望能从一月份1.2％的剧烈下跌中有温和的反弹(同比上月上升0.4%)。市场的注意力在于GDP是否可以在第一个季度从去年第四季度的下跌(-0.3%)中有所扩张。如果数据发布比预期要强势的话对英镑就是利好。

　　美元：从今天的数据来看风险很低，因为只有批发库存数据，对于美元这个数据不会有所影响。

　　Idea of the Day

　　今日想法

　　The ripples from the Bank of Japan decision last week are still being felt in the FX markets. The Yen has depreciated more than 6% against the dollar since that event, with USDJPY not far from touching the 100 level (last seen four years ago). There have also been more noises from the Finance Minister suggesting that yen weakness has further to go. One of the main implications has been the impact on the single currency, EURJPY having moved nearly 9% since the BoJ decision to dramatically expand its balance sheet. Both USDJPY and EURJPY traded just shy of 100 and 130 overnight and both these levels will be in focus today.

　　上周日本银行的决定造成的影响对于外汇市场仍然可以感觉到。从这次事件开始日元相对美元贬值了超过6%，而美元日元离开100这个位置也不太远了(上次达到这个位置是四年前)。财政大臣也声明日元的疲软还会继续。而其主要的影响就是对于欧元的影响。自从日本银行决定大大扩张其资产负债表后欧元日元已经变动了将近9%。而前一天美元日元和欧元日元都分别在100和130附近交易，这两个水平都是今天的焦点。

　　Latest FX News

　　最新外汇新闻

　　GBP:A couple of more positive pieces of economic news overnight. The BRC survey showed Like-for-Like sales rising 1.9% YoY, softer than the February reading of 2.7%, but better than expected by the market. The RICS house price balance showed an improvement to -1 (from -7) suggesting better housing market conditions.

　　JPY: The yen reached a high of 99.66 overnight, as Finance Minister Aso noted that the yen is still correcting. The yen has now corrected 6% vs. the dollar since the Bank of Japan meeting last week. USDJPY above 100 was last seen four years ago.

　　EUR:Pushing higher during the Asia session to 1.3068 vs. the USD but meeting some selling pressure thereafter. EURJPY was just short of the 130 level (129.94), a level last seen in January 2010.

　　英镑：前一天有一些比较正面的经济新闻。第一是英国零售商协会(BRC)的调查显示同期比销售额同比去年上涨了1.9%，而比二月份的读数2.7%要疲软，但是比市场预期要好。RICS(英国皇家特许测量师协会)的房价平衡数据显示出从-7上涨到-1，这意味着房屋市场情况不错。

　　日元：前一天日元达到99.66的高点，而日本财政大臣Aso 也提示日元仍然处在修正过程中。自从日本银行上周的会议之后日元相对日元修正了6%。而美元日元超越100是四年前出现的。

　　欧元：在亚洲交易期内相对美元爬升到1.3068，但随后出现了一些卖出的压力。欧元日元略低于130(目前为129.94)，上次出现这个水平是在2010年的1月。

　　FX Alerts

　　GBP SEEING MIXED DATA

　　英镑面临好坏交替的数据

　　09/04/13 @ 08:34 GMT by Simon Smith, Chief Economist

　　http://www.fxpro.cn/news/forex-news/20130409/yingbang-mianlin-haohuaijiaoti-shuju

　　GBPUSD only slightly firmer at 1.5290 after stronger than expected production data (1.0% MoM) gain, offset by disappointing trade data (GBP 3.6B deficit). Once again, the trade data undermines the notion of a rebalancing of the UK economy.

　　在生产数据出现比预期要强势的增长(同比上月增加1.0%)后，英镑美元稳定在1.5290，但又被令人失望的贸易数据(36亿英镑的赤字)破坏。贸易数据再次破坏了英国经济体的平衡。