欧元/日元 (EURJPY) 加自选

在美国大选前的周五，日元趋于上涨，指数下跌。根据历史数据，周四，当科技股收益疲软给华尔街带来压力时，不那么温和的日本央行可能会使日元走强，但如果这些模式遵循选举前的惯例，它们可能会在周五持续下去。

JPY tends to rise and indices fall the Friday before a US election.A less-dovish BOJ may have strengthened the yen while weak tech earnings weighed on Wall Street Thursday, but these patters could persist on Friday if they follow their usual pre-election path looking, according to historical data.

美元/日元预测：尽管略有走软，但美元仍保持坚挺。随着美国通胀和消费者支出的一个关键指标都比预期的增长更多，这增加了经济比美联储和其他人预期的更具弹性的其他迹象，更不用说美元正特朗普在民意调查中领先的可能性越来越大，美元可能会继续走在前列。因此，短期美元/日元预测仍然看涨，除非出现可能支持日元避险吸引力的重大避险事件。

USD/JPY forecast: US dollar remains on firm footing despite softening a tad.With a key measure of US inflation and consumer spending both rising more than expected, adding to the other signs of an economy proving more resilient than the Fed and others had expected, and not to mention the rising probability of the dollar-positive Trump gaining a lead in the polls, the greenback is likely to remain on the front-foot. Thus, the near-term USD/JPY forecast is still bullish, barring a major risk-off event that could support yen's haven appeal.

周四，富时MIB指数下跌0.6%，收于34281点，为三周来的最低点，连续第三天下跌。该指数反映了欧洲和美国同行的走势，因为投资者对令人失望的企业消息，特别是来自大型科技公司的消息做出了反应。人们的注意力也集中在欧洲和美国的一系列经济数据上。初步估计，在当地，意大利的年通胀率从上个月的0.7%上升到2024年10月的0.9%，尽管低于市场预期的1%。在企业方面，Erg以3.2%的跌幅领跌，其次是意法半导体（-2.8%），尽管第三季度业绩好于预期，但分析师对来年的预测表示担忧。表现突出的是Stellantis（+2.9%），尽管收入下降了27%，但第三季度仍超出了预期。由于原油价格反弹，石油行业也表现良好。10月份，富时MIB指数上涨0.5%。

The FTSE MIB declined by 0.6% to close at 34,281 on Thursday, its lowest in three weeks and extending losses for the third day. The index mirrored the movements in European and US counterparts as investors reacted to disappointing corporate news, particularly from the Big Tech. Attention was also directed to a set of economic data from both Europe and the US. Locally, Italy's annual inflation rose to 0.9% in October of 2024 from 0.7% in the previous month, though below market expectations of 1%, according to preliminary estimates. On the corporate front, Erg led the losses with a 3.2% decline, followed by STMicroelectronics (-2.8%) with analysts expressing concerns about forecasts for the upcoming year, despite better-than-expected Q3 results. The standout performer was Stellantis (+2.9%), which surpassed expectations for the third quarter despite a 27% decline in revenues. The oil sector also performed well due to a rebound in crude prices. The FTSE MIB rose 0.5% during October.

周四，欧洲股市收盘大幅下跌，受到另一轮悲观盈利结果的压力，同时市场评估了关键经济数据，以寻找欧洲央行政策前景的线索。欧元区斯托克50指数下跌1.3%，收于4821点，泛欧斯托克600指数下跌1.2%，收于505点。微软增长放缓的预测和Meta宣布的人工智能相关基础设施支出的“显著加速”给欧洲科技巨头带来了压力，推动SAP和ASML各下降2%以上。百威英博股价下跌5.8%，此前该公司报告称，由于中国和阿根廷的销售疲软，第三季度啤酒销量下降。此外，法国巴黎银行股价暴跌4.2%，尽管该行证实了2024年的走势，但其业绩未能给投资者留下深刻印象。相比之下，空客在盈利和收入超过预期后上涨了0.3%。在数据方面，欧元区的通货膨胀率上升超过预期，达到2%。考虑到整个10月，斯托克50指数和斯托克600指数下跌了3.4%。

European stocks closed firmly lower on Thursday, pressured by another round of pessimistic earnings results while markets assessed key economic data for hints on the ECB’s policy outlook. The Eurozone’s Stoxx 50 closed 1.3% lower at 4,821, and the pan-European Stoxx 600 fell 1.2% to close at 505. Slower growth projections from Microsoft and a "significant acceleration" in AI-related infrastructure expenses announced by Meta weighed on European tech giants, driving SAP and ASML to drop over 2% each. AB InBev fell 5.8% after reporting a fall in beer volumes in Q3 due to weaker sales in China and Argentina. Also, BNP Paribas plunged 4.2% as its results failed to impress investors even though the lender confirmed its 2024 trajectory. In contrast, Airbus gained 0.3% after its earnings and revenue beat forecasts. On the data front, inflation in the Euro Area rose more than expected to 2%. Considering all of October, the Stoxx 50 and the Stoxx 600 fell 3.4%.