荷兰合作银行2026年英镑预测：英镑兑欧元和美元逐渐下滑。秋季预算案公布后，英镑对欧元和美元保持坚挺，但荷兰合作银行的分析师警告称，随着市场深入了解细节，这种支撑可能会是短暂的。英镑兑美元汇率（GBP/USD）周四小幅走高，因金边债券企稳，投资者从财政大臣的讲话中得到安慰。

Rabobank Pound Sterling Forecast 2026: GBP Seen Gradually Sliding vs Euro and Dollar.The Pound Sterling (GBP) held firm against the Euro (EUR) and US Dollar (US) after the Autumn Budget, but analysts at Rabobank warn the support may prove short-lived as markets dig into the details. The Pound to Dolla exchange rate (GBP/USD) edged higher on Thursday as gilts stabilised and investors took comfort from the Chancellor's.

原油周展望：随着欧佩克稳定供应，WTI保持在59以上。•欧佩克+预计将在2026年第一季度保持产量水平的暂停，支持原油反弹至59以上，与降息押注一致。•俄罗斯与乌克兰的和平协议谈判仍在进行中，降低了原油价格出现剧烈反应的可能性，并支持延长贵金属价格。

Crude Oil Weekly Outlook: WTI Holds Above 59 as OPEC Steadies Supply.• OPEC+ is expected to maintain a pause in production levels across Q1 2026, supporting crude's rebound above 59 in line with rate-cut bets. • Russia–Ukraine peace-deal negotiations remain in progress, reducing the likelihood of sharp reactions in crude and supporting extensions in precious metals.

预算案后英镑总体上涨。11月26日的预算有效地阻碍了增税，同时总体上安抚了工党议员和市场。

Overall Gains for the Pound After the Budget.26 November's budget effectively backloaded tax hikes while overall placating Labour MPs and markets.

12月联邦公开市场委员会前一周——市场每周展望。市场反弹，就像什么都没发生一样——英伟达（NVDA）的盈利挽救了这一趋势，因为故事转向了普遍的人工智能泡沫恐慌。

The Week Ahead of the December FOMC – Markets Weekly Outlook.Markets rebounded as if nothing happened – Nvidia (NVDA) earnings came to save the trend as the narrative was switching to a general AI-Bubble scare.

前瞻性指引：加拿大11月就业增长持平，失业率不变。加拿大劳动力市场将成为焦点，加拿大国际贸易数据的发布因美国政府停摆而推迟，而美国就业和贸易数据的公布也被进一步推迟到12月。

Forward Guidance: Canada's Job Growth to be Flat in November, Unemployment Rate Unchanged.Canadian labour markets will be the focus with the scheduled release of Canadian international trade data delayed by the U.S. government shutdown, while the release of U.S. employment and trade data was also pushed further back into December.

日本财务大臣表示，日元的迅速下跌显然不是由基本面因素驱动的。日本财务大臣周日表示，最近外汇市场的不稳定波动和日元的迅速走弱“显然不是由基本面因素驱动的”。

Japan finance minister says yen's rapid fall clearly not driven by fundamentals.Japan's finance minister said on Sunday that recent erratic swings in the foreign exchange market and rapid yen weakening are "clearly not driven by fundamentals".

日元每周预测：美联储与日本央行分歧扩大，美元/日元下跌。随着日本央行加息预期增强和美联储降息押注增加，美元/日元可能跌破150。日本关键数据和美国通胀数据影响本周的市场前景。

Japanese Yen Weekly Forecast: USD/JPY Falls as Fed–BoJ Split Widens.USD/JPY could slide below 150 as BoJ rate hike expectations strengthen and Fed cut bets rise. Key Japanese data and US inflation numbers influence the week's market outlook.

中国国家统计局11月制造业采购经理人指数符合预期（49.2）。中国国家统计局11月制造业采购经理人指数符合预期（49.2）

China NBS Manufacturing PMI in line with expectations (49.2) in November.China NBS Manufacturing PMI in line with expectations (49.2) in November

中国国家统计局11月非制造业采购经理人指数从之前的50.1降至49.5。中国国家统计局11月非制造业采购经理人指数从之前的50.1降至49.5

China NBS Non-Manufacturing PMI down to 49.5 in November from previous 50.1.China NBS Non-Manufacturing PMI down to 49.5 in November from previous 50.1

花旗新西兰元兑日元预测：反弹失败后进一步回落。新西兰元/日元对收于89.5565，当天几乎没有变化，在经历了一周的震荡之后，十字架在失去动力之前攀升至89.55。最近的交易日显示，反弹放缓，每次价格接近89点上方时，涨幅都会减弱。

Citi New Zealand Dollar to Yen Forecast: Deeper Pullback Ahead After Rally Falters.The NZD/JPY pair closed at 89.5565, barely changed on the day, after a choppy week that saw the cross climb as high as 89.55 before losing momentum. Recent sessions show the rally slowing, with gains fading each time the price edges toward the upper 89s.

美元预测：DXY因12月美联储降息预期上升而下跌。美元指数下跌，市场预计12月美联储降息的可能性为87%。疲软的数据、跨货币走强和流动性不足对美元构成压力。

US Dollar Forecast: DXY Declines on Rising Expectations of a December Fed Rate Cut.The U.S. Dollar Index falls as markets price an 87% chance of a December Fed cut. Soft data, cross-currency strength, and thin liquidity weigh on the dollar.

中国央行誓言打击虚拟货币，并表示对稳定币的担忧。周六，中国央行重申了对虚拟货币的强硬立场，警告投机活动再次抬头，并誓言打击涉及稳定币的非法活动。

China's central bank vows crackdown on virtual currency, flags stablecoin concerns.China's central bank reaffirmed its tough stance on virtual currencies on Saturday, warning of a resurgence in speculation and vowing to crack down on illegal activities involving stablecoins.

今日欧元汇率：欧元区通胀稳定巩固了欧洲央行在12月的持有。周五，欧元在欧元区最新CPI数据公布后保持稳定。大多数成员国的通货膨胀保持稳定，能源价格下跌可能有助于逐步降低通货膨胀率。

Euro Exchange Rates Today: Eurozone Inflation Stability Cements ECB Hold in December.The euro was steady on Friday following the latest eurozone CPI data. Inflation across most member states is stable and declining energy prices could help push it gradually lower.

天然气新闻：随着天气模型引发需求激增，期货价格攀升。周五，由于天气预报寒冷和需求上升，天然气期货价格飙升，但美国创纪录的产量和强劲的库存可能会在短期内限制上行空间。

Natural Gas News: Futures Climb as Weather Models Trigger Demand Spike.Natural gas futures surged on Friday on cold weather forecasts and rising demand, but record U.S. output and strong inventories may cap upside in the near term.

美联储即将降息，美元将迎来自7月以来最糟糕的一周。受劳动力数据疲软后美联储降息预期增加的推动，美元将出现自7月下旬以来最严重的单周跌幅。尽管存在通胀担忧，交易员们仍认为12月降息的可能性很高。

US dollar set for worst week since July as Fed rate cut looms.The U.S. dollar is poised for its worst weekly drop since late July, driven by increased expectations of Federal Reserve rate cuts following softer labor data. Traders are pricing in a high probability of a cut in December, despite inflation concerns.