波罗的海干散货 (BalticDry) 加自选

2024年10月，日本主要经济指标指数为109.1，高于初步数据108.6和9月份的108.9。该指数根据就业机会和消费者信心等数据衡量未来几个月的经济前景。这是自7月以来的最高印刷量，得益于创纪录的高就业率和更高的工资。根据内阁办公室的数据，本月私营职业介绍所的就业情况呈温和上升趋势。与此同时，公共就业部门的新工作机会数量和申请人的活跃职位空缺数量保持相对稳定。与此同时，10月份私人消费有所回升，尽管在某些领域仍然有些疲软。关于消费者情绪，它从9月份的五个月高点下降。

Japan’s leading economic indicators index, which gauges the economic outlook for the coming months based on data such as job offers and consumer sentiment, stood at 109.1 in October 2024, topping preliminary data of 108.6 and September's reading of 108.9. It was the highest print since July, bolstered by record-high employment and higher wages. The employment situation at private employment agencies during the month was on a moderate upward trend, according to the Cabinet Office. Meanwhile, the number of new job offers at public employment and the active job openings to applicants remained relatively stable. Simultaneously, private consumption picked up in October, although it remains somewhat sluggish in certain areas. Regarding consumer mood, it declined from a five-month high in September.

2024年10月，日本同步经济指标指数（包括工厂产出、就业和零售额等数据）为116.8，高于116.5的初步估计和9月份的114.0。这是自5月以来的最高水平，突显出经济温和复苏，就业和收入水平有所提高。本月私人消费和商业投资均有所回升，同时消费者价格小幅上涨。然而，外部因素也存在下行风险，包括中东局势和中国脆弱的复苏。在货币政策方面，央行认为，在7月和3月实施加息后，它有足够的时间彻底评估国内外金融和资本市场状况。

The index of coincident economic indicators in Japan, which includes data such as factory output, employment, and retail sales, was at 116.8 in October 2024, above the flash estimate of 116.5 and September's reading of 114.0. This was the highest level since May, highlighting a moderate economic recovery with better employment and income levels. Both private consumption and business investment picked up in the month, alongside modest increases in consumer prices. However, there were downside risks from external factors, including the situation in the Middle East and China's fragile recovery. On the monetary policy front, the central bank believes it has sufficient time to thoroughly assess financial and capital market conditions both domestically and internationally after implementing rate hikes in July and March.

中国人民银行（PBoC）于12月25日通过一年期中期贷款工具（MLF）向金融机构发放了3000亿元人民币，利率不变，为2.0%。相比之下，本月到期的MLF贷款为1.45万亿元，净现金提取为1.15万亿元，为2014年以来的最高水平。这是继9月份创纪录地下降30个基点后，MLF利率连续第三个月保持稳定。12月初，政策制定者发誓要实施“适度宽松”的货币政策，这是14年来首次改变立场，同时采取“更积极”的财政措施来援助经济。然而，他们尚未透露任何细节，预计当选总统唐纳德·特朗普可能会提高关税。近几个月来，中国央行降低了MLF作为主要政策利率的作用，转而选择使用7天反向回购利率来影响市场借贷成本。自9月底降息20个基点以来，7天利率一直稳定在1.5%。

The People’s Bank of China (PBoC) launched a total of CNY 300 billion into financial institutions via a one-year medium-term lending facility (MLF) on December 25th at an unchanged rate of 2.0%. That compared with CNY 1.45 trillion of MLF loans due this month, marking a net cash withdrawal of CNY 1.15 trillion, the most since 2014. It was the third consecutive month of a steady MLF rate following a record 30bps reduction in September. Policymakers in early December vowed a "moderately loose" monetary policy, the first change in stance in 14 years, alongside "more proactive" fiscal measures to aid the economy. However, they have yet to reveal any details, anticipating the potential higher tariffs by President-elect Donald Trump. In recent months, the PBoC has reduced the role of the MLF as the main policy rate, opting instead to use the 7-day reverse repo rate to influence market borrowing costs. The 7-day rate has remained steady at 1.5% since a 20bps cut in late September.

日元和澳元新闻：LEI修订会提振日本央行加息押注吗？。随着美元/日元和澳元/美元触及关键水平，交易员们关注日本央行、美联储和加拿大央行的政策。了解经济数据如何推动今年12月的市场情绪。

Japanese Yen and Australian Dollar News: Will LEI Revision Boost BoJ Rate Hike Bets?.Traders eye BoJ, Fed, and PBoC policies as USD/JPY and AUD/USD hit crucial levels. Discover how economic data drives market sentiment this December.