原油–06.01.2026。两周前，油价设法将反弹修正扩大到57.05阻力位上方，达到58.80。正如我们在上一张图表上看到的那样，市场在59.00-40附近是一个面临的阻力区，这可能会使市场保持在这个交易区内，接近54.80的支撑位。

Crude Oil –06.01.2026.  Oil managed to expand the rebound correction above the 57.05 resistance, towards 58.80 two weeks ago. As we see over the previous chart, the market is a facing resistance zone around 59.00-40, which could keep the market inside this trading zone towards the 54.80 support.

美元/日元-2026年1月6日。美元兑日元仍然保持交易渠道。正如我们在图表上看到的，只要市场保持在156.10以上，预计将再次向157.30和157.75上涨。

USD/JPY –06.01.2026.  USDJPY still holds trades a trading channel. As we see over the chart and as long as the market holds above 156.10, another advance toward 157.30 and 157.75 will be expected.

情绪风险打击美元，重创日元，提振澳元。风险情绪在一夜之间决定性地转为积极，并在亚洲时段持续，交易员们忽略了与委内瑞拉相关的地缘政治风险。这一转变标志着持仓风险明显回归，并促使美元大幅逆转，美元在周一早些时候走强后跌破。

Risk-On Mood Hits Dollar, Hammers Yen, Lifts Aussie.Risk sentiment turned decisively positive overnight and carried through the Asian session as traders looked past Venezuela-related geopolitical risks. The shift marked a clear return to risk-on positioning, and prompted a broad reversal in the Dollar, which broke lower after firming earlier on Monday.

DXY打破六天连胜纪录。欧洲股市在2026年延续涨势，昨日将EuroStoxx50推高至历史新高，因为投资者一如既往地无视地缘政治风险的突然爆发。华尔街在周五错过新年开始后找到了更好的报价。

DXY Broke a Six-Day Winning Streak.European stocks extended gains in 2026, pushing the EuroStoxx50 to new record highs yesterday as investors squarely ignored the sudden flare up of geopolitical risk – as they usually do. Wall Street found a better bid after missing its start to the new year on Friday.

由于委内瑞拉石油流动的不确定性，WTI跌至58.00美元附近。由于委内瑞拉石油流动的不确定性，WTI跌至58.00美元附近

WTI declines to near $58.00 amid Venezuela oil flow uncertainty.WTI declines to near $58.00 amid Venezuela oil flow uncertainty

法国和德国通胀数据今日公布。在欧元区，今天公布了12月的最终服务业和综合PMI，随着最终制造业印刷量从49.2下调至48.8，综合指标可能会下调。焦点还转向了我们在欧元区发布之前收到的德国和法国12月通胀数据。

French and German Inflation Data Released Today.In the euro area, final December services and composite PMIs are released today, with the composite measure likely being revised down as the final manufacturing print was revised lower to 48.8 from 49.2. Focus also turns to the German and French December inflation data that we receive ahead of the euro area release.

日本央行推进正常化，日本货币基础跌至600万亿日元以下。2025年，日本的货币基础自2007年以来首次收缩，突显出日本央行果断地摆脱了数十年的超宽松政策。今天公布的数据显示，货币基础平均余额同比下降4.9%，与日本央行上次开始加息周期的时期相呼应。

Japan monetary base drops below JPY 600T, as BoJ presses ahead with normalization.Japan's monetary base contracted in 2025 for the first time since 2007, underlining the Bank of Japan's decisive shift away from decades of ultra-loose policy. Data released today showed the average balance of the monetary base fell -4.9% year-on-year, echoing the period when the BoJ last embarked on a rate-hike cycle.

WTI原油价格走高，关键阻力测试即将到来。从XTI/USD的4小时图来看，价格在出现下行修正之前测试了59.00美元的区域。价格重新测试了56.50美元的支撑位，最近收复了一些失地。

WTI Crude Oil Prices Turn Higher, Key Resistance Test Ahead.Looking at the 4-hour chart of XTI/USD, the price tested the $59.00 zone before there was a downside correction. The price retested the $56.50 support and recently recovered some losses.

英镑/日元价格预测：看起来将在212.20上方再次反弹。英镑/日元价格预测：看起来将在212.20上方再次反弹

GBP/JPY Price Forecast: Looks set for fresh rally above 212.20.GBP/JPY Price Forecast: Looks set for fresh rally above 212.20

早盘交易中，卢比兑美元汇率上涨18派萨至90.12。在美元走弱和原油价格下跌的支撑下，卢比兑美元微涨18便士，至90.12。然而，美国总统特朗普对印度的关税威胁、外国投资机构外流和疲软的国内股市限制了更大的涨幅，卢比可能面临进一步贬值。

Rupee rises 18 paise to 90.12 against US dollar in early trade.The rupee edged up 18 paise to 90.12 against the US dollar, supported by a weaker greenback and lower crude oil prices. However, US President Trump's tariff threats on India, FII outflows, and weak domestic equity markets capped sharper gains, with the rupee facing potential further depreciation.

欧元/日元价格预测：由于日本央行加息的不确定性，上涨至183.50附近，看涨倾向持续存在。欧元/日元价格预测：由于日本央行加息的不确定性，上涨至183.50附近，看涨倾向持续存在

EUR/JPY Price Forecast: Gains to near 183.50 on BoJ rate hike uncertainty, bullish bias persists.EUR/JPY Price Forecast: Gains to near 183.50 on BoJ rate hike uncertainty, bullish bias persists

市场2026年观察名单：美联储继任、政治风险和人工智能。地缘政治、美国中期选举和不同的货币政策是2026年世界市场的主要驱动力，与此同时，人工智能的繁荣引发了人们对科技股泡沫的担忧。

Markets' 2026 watch list: Fed succession, political risk and AI of course.Geopolitics, U.S. midterm elections and diverging monetary policies are among key drivers for world markets in 2026, alongside an artificial intelligence boom that has raised concerns about a tech share bubble.

印度汇丰综合采购经理人指数：57.8（12月）对之前的58.9。印度汇丰综合采购经理人指数：57.8（12月）对之前的58.9

India HSBC Composite PMI: 57.8 (December) vs previous 58.9.India HSBC Composite PMI: 57.8 (December) vs previous 58.9

通胀数据今日再度成为欧洲交易的焦点。通胀数据再次出现在菜单上，但很可能不会对欧洲央行的前景产生太大影响。就目前情况而言，央行仍在观望，市场也预计今年不会有任何利率变动。

Inflation data comes back into focus in European trading today.Inflation data is back on the menu but in all likelihood, it won't do much to change the ECB outlook. As things stand, the central bank is left hanging with markets also not anticipating any interest rate moves for the year.

在德国公布CPI数据之前，欧元/日元保持在183.50附近的涨幅。在德国公布CPI数据之前，欧元/日元保持在183.50附近的涨幅

EUR/JPY holds gains near 183.50 ahead of Germany's flash CPI data.EUR/JPY holds gains near 183.50 ahead of Germany's flash CPI data