鉅亨網新聞中心
Data/Event Risks
數據／事件風險
GBP: The final GDP data brings less risk of revision than the earlier releases， but is of modest interest for the finer details offered on the household sector and saving， but any upward revision to the 0.7% figure seen （a couple of banks are looking for this） would be sterling positive.
JPY: Focus early Friday will be on the CPI data， where the market is looking for a further small increase in the headline rate from 0.7% to 0.8%. Recall that the BoJ has a 2% target for inflation， so any number greater than this would be yen negative， on the basis that quantitative easing will continue and there is a greater possibility of Japan exiting from the deflationary trap that has gripped the economy for most of the past 20 years.
英鎊：最終 GDP 數據比早前的發布面臨的修改風險要小一些，不過在家庭部門和儲蓄方面 GDP 所能引起的興趣不是很大，但如果0.7%的數據被修改變大的話（許多銀行都在盼望這件事）將會給英鎊提供支援。
日元：周五關注的焦點將會是 CPI 數據，其中市場的期待就是整體數據能夠從0.7%上升到0.8%。記得日本銀行的通脹目標是2%，因此如果實際數據超過的話將對日元不利，這是因為量化寬鬆還在繼續而日本有很大的機率從過去二十年里彌漫日本經濟的通縮圈套中脫身出來。
Idea of the Day
今日看法
There have been some interesting dynamics on the euro at the present moment in time. On the one hand， there are increased signs that the ECB may offer another longer-term refinancing operation. All else equal， this would be euro negative. But the euro was one of the stronger performers （along with sterling） yesterday as the dollar gains after the initial post-Fed slump came to an end. The supportive factor is that the Eurozone is running a current account surplus and as investors become more nervous about emerging markets （especially those required to attract overseas capital）， the euro is seen by some as a more attractive alternative to the dollar. As we talked about yesterday， there are opposing dynamics on the greenback as the debt ceiling debate continues， safe haven versus fiscal concerns. This means that even if the ECB do warm further to further policy measures， the impact on the euro may be limited.
目前，歐元方面出現了一些有意思的動態。一方面，有越來越多的跡象顯示歐洲央行可能會提供另一個長期的再融資計劃。其他條件相等的情況下，這對歐元的影響將會是負面的。不過昨天歐元是表現很好的貨幣中的一員（還有英鎊），因為美元在美聯儲決定發布后所得到的東西都結束了。而積極的因素就是歐元區出現了帳戶盈余，而投資者對於新興市場（特別是那些必須吸引海外資本的）的擔心也越來越多。一些人認為歐元比美元更具有吸引力。正如我們昨天提到的，美元方面的動態是負面的，因為美國的債務限額談判還在繼續，也就是避險和財政兩者之間的對決。這意味著，即使歐洲央行繼續其政策，對歐元的影響也可能是有限的。
Latest FX News
最新外匯新聞
EUR: The euro was leading the fight-back （along with sterling） against the upward creep of the dollar seen since the Fed decision in the middle of last week.
JPY: The yen weaker during Asia， partially on renewed speculation of a cut in corporate taxes， which gave shares another boost and pushed USDJPY above the 99.00 level.
AUD: Some underlying support for the Aussie overnight as stocks firm and helped by the general fight-back against dollar weakness seen during Wednesday. Aussie downtrend from the 0.9529 high seen last week remains in place.
澳元：前一天澳元獲得了一些支援，因為股票穩定，也因為得到來自反擊周三美元出現的疲軟的幫助。上周澳元從0.9529開始下降的趨勢仍然存在。
FX Alerts
GBP LOWER ON GDP AND INVESTMENT
GDP 和投資導致英鎊走低
26/09/13 @ 08:35 GMT by Simon Smith， Chief Economist
http://www.fxpro.cn/news/forex-news/20130926/gdp-he-touzi-daozhi-yingbang-zoudi
GBP 50 pips lower on the back of GDP and investment data to 1.6045. GDP revised down to 1.3% （from 1.5%） on annual measure. Biz investment down 2.7% QoQ.
由於 GDP 和投資，英鎊下降了 50 個pip到了1.6045。GDP 年度數據（從1.5%）修改到了1.3%。商業投資季度環比下降了2.7%
FX Alerts
JN TOKYO CORE CPI Y/Y
日本東京核心 CPI 同比
26/09/13 @ 23:33 GMT by FxPro Dealing Desk
http://www.fxpro.cn/news/forex-news/20130927/riben-dongjing-hexin-cpi-tongbi
Tokyo Core Consumer Prices for September rise 0.2% y/y
東京九月核心居民消費價格同比上升了0.2%
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