欧元/美元 (EURUSD) 加自选

预计欧洲股市周二开盘时几乎没有变化，因为投资者在很大程度上忽视了美国总统唐纳德·特朗普征收的最新关税。美国对钢铁和铝进口征收25%的关税，“没有例外或豁免”，引发了人们对通货膨胀和全球贸易战可能升级的担忧。欧洲领导人誓言，如果特朗普对该地区征收额外关税，他们将迅速进行报复。与此同时，投资者将关注周二法国的失业数据，以及英国石油公司、开云集团和联合信贷银行等欧洲主要公司的盈利报告。盘前交易中，欧洲斯托克50指数和斯托克600指数期货持平至略负。

European equity markets were expected to open little changed on Tuesday as investors largely ignored the latest tariffs imposed by US President Donald Trump. The US enacted 25% tariffs on steel and aluminum imports "without exceptions or exemptions," raising concerns about inflation and a potential escalation of the global trade war. European leaders have vowed to retaliate swiftly if Trump targets the region with additional tariffs. Meanwhile, investors will be focusing on French unemployment data on Tuesday, along with earnings reports from major European companies, including BP, Kering, and Unicredit. In premarket trading, Euro Stoxx 50 and Stoxx 600 futures were flat to slightly negative.

2024年第四季度，法国的失业率从上一季度的7.4%降至7.3%，低于7.5%的市场预期。失业人数比上一时期减少了6.3万人，达到230万人。在各个年龄段中，15至24岁人群的失业率下降了0.8个百分点，降至19%，25至49岁人群的就业率下降了0.1个百分点，至6.5%。与此同时，50岁及以上人群的失业率上升了0.1个百分点，达到4.8%。按性别划分，女性的失业率几乎稳定在7.1%，而男性的失业率下降了0.2个百分点，降至7.5%。活动率达到74.4%，比上一季度下降0.3个百分点。

The unemployment rate in France edged down to 7.3% in the fourth quarter of 2024, from 7.4% in the previous period, below market expectations of 7.5%. The number of unemployed persons decreased by 63 thousand over the prior period to reach 2.3 million. Among age groups, the unemployment rate for those aged 15 to 24 fell by 0.8 percentage points to 19% and it fell by 0.1 per centage points to 6.5% for those aged 25 to 49. Meanwhile, the unemployment rate for those aged 50 and over increased by 0.1 percentage points to 4.8%. By gender, the jobless rate for women was almost stable at 7.1% while it fell by 0.2 percentage points to 7.5% for men. The activity rate reached 74.4%, 0.3 percentage points lower than in the previous quarter.

所有目光都聚焦于鲍威尔。美元继续上涨，黄金因唐纳德·特朗普的新关税威胁而触及新的ATH。此外，中国现在允许保险公司购买黄金并持有1%的贵金属股份，因为目前其他投资选择并不理想。

All Eyes on Powell.The US dollar extended gains and gold hit a fresh ATH fuelled by fresh tariff threats from Donald Trump. In addition, China now allows insurers to buy gold and hold 1% of their holdings in the precious metal as other investment options are not ideal at the moment.

菜单上显示欧元区硬数据和美国软数据。来自美国的NFIB 1月份小企业乐观指数即将发布。在选举的不确定性缓解后，11月和12月的商业情绪显著改善。

Hard Euro Area Data and Soft US Data on the Menu.From the US, the NFIB's January Small Business Optimism index is due for release. Business sentiment improved significantly in November and December after the election uncertainty eased.