邦达亚洲:经济数据表现良好 美元加元承压下行

Group 1: Economic Outlook - A senior official from the Federal Reserve warned that the increasing plight of the impoverished population in the U.S. poses a risk of recession for the world's most important economy [1] - The New York Fed President, Williams, indicated that many low- and middle-income families are facing a crisis in payment ability due to rising living costs and housing expenses [1] - The disparity in economic conditions between poorer families and wealthier Americans, who are benefiting from a soaring stock market, may influence the Fed's decision on whether to cut interest rates in December [1] Group 2: Employment Data in Canada - Canada added 66,000 net new jobs in October, with the unemployment rate unexpectedly dropping from 7.1% to 6.9%, marking the second consecutive month of improvement [2] - This employment growth significantly exceeded market expectations, which had predicted a loss of 20,000 jobs and an increase in the unemployment rate to 7.2% [2] - The job gains were primarily in part-time positions, while full-time employment remained relatively unchanged, indicating a recovery in hiring intentions among private sector employers [2] Group 3: Gold Market - Gold prices experienced slight gains last Friday, trading around 4068, supported by short covering and a weaker U.S. dollar due to soft economic data raising expectations for a Fed rate cut in December [3] - The decline in U.S. Treasury yields and persistent market risk aversion also contributed to the support for gold [3] - Key resistance is noted around 4100, with support at approximately 4000 [3] Group 4: Currency Markets - The USD/JPY pair saw slight gains, trading around 153.90, supported by technical buying near the 153.00 level and delayed interest rate hike expectations from the Bank of Japan due to weak economic data [4] - However, concerns over potential intervention by the Bank of Japan and a weaker U.S. dollar limited the upside potential [4] - Key resistance is noted around 155.00, with support at approximately 153.00 [4] Group 5: USD/CAD Dynamics - The USD/CAD pair declined, reaching a four-day low around 1.4030, pressured by profit-taking and a weaker U.S. dollar amid renewed Fed rate cut expectations [5] - Strong employment data from Canada also contributed to the downward pressure on the pair [5] - Key resistance is noted around 1.4100, with support at approximately 1.3950 [5]