纽币/新加坡元 (NZDSGD) 加自选

新西兰将放宽签证规定，允许度假者在访问期间远程工作。新签证规定：新西兰将允许度假者在访问期间远程工作，以促进旅游业和经济发展。开始日期：根据访客签证，更改将于1月27日生效。

New Zealand will loosen visa rules to allow holiday makers to work remotely while visiting.New Visa Rules: New Zealand will allow holidaymakers to work remotely while visiting to boost tourism and the economy. Start Date: Changes take effect from January 27 under the visitor visa.

周一，新西兰元从五周高点回落至0.568美元左右，因交易员对新西兰最大贸易伙伴中国疲软的PMI数据做出反应。中国制造业自去年9月以来首次收缩，创下五个月来最大跌幅，而服务业增长从九个月高点大幅放缓。额外的压力来自美元的上涨，因为投资者在本周晚些时候关注特朗普的关税政策和美联储的利率决定，预计美联储将保持利率稳定。在国内，新西兰2024年第四季度通胀数据疲软，增加了进一步降息的预期。掉期市场目前预计，下个月降息50个基点的可能性为90%，新西兰储备银行预计将在2025年降息100个基点。

The New Zealand dollar weakened to around $0.568 on Monday, retreating from a five-week high as traders reacted to weak PMI data from China, New Zealand’s largest trading partner. Chinese manufacturing contracted for the first time since September last year, marking the steepest decline in five months, while services growth sharply slowed from a nine-month high. Additional pressure came from a rise in the US dollar, as investors monitored Trump’s tariff policies and the Federal Reserve’s interest rate decision later in the week, where the US central bank is expected to hold rates steady. Domestically, softer Q4 2024 inflation data in New Zealand increased expectations of further rate cuts. Swap markets now price in a 90% chance of a 50 bps cut next month, with the RBNZ expected to lower rates by 100 bps in 2025.

周一早盘，新西兰元50指数下跌63点，跌幅0.5%，至12962点，这是耐用消费品、医疗保健和运输板块下跌的第二个交易日。谨慎的交易员密切关注本周的利率决定，尤其是在美国和欧洲。预计美联储将保持目前的利率，而欧洲央行预计将降息25个基点。在国内，新西兰12月的贸易数据将在未来几天公布，此前11月出口同比增长9.1%，但进口萎缩3.9%。在最大的贸易伙伴中国，预计今天晚些时候将公布2024年的工业利润数据以及1月份的官方PMI数据。进一步的损失受到乐观情绪的限制，即太平洋国家的温和通货膨胀将促使新西兰储备银行在去年三次降息后于2月进一步降息。AFT Pharmaceuticals有限公司下跌2.2%，紧随其后的是奥克兰国际机场（-2.0%）、Genesis Energy有限公司（-1.8%）和A2 Milk Co.（-1.4%）。

The NZX 50 lost 63 points or 0.5% to 12,962 in the morning session on Monday, marking the second session of losses amid declines in consumer durables, healthcare, and transport. Cautious traders closely watched this week's interest rate decisions, notably in the US and Europe. The Federal Reserve is expected to hold current rates, while the European Central Bank is projected to cut them by 25bps. At home, New Zealand's trade data for December will be due in the coming days after exports in November grew by 9.1% yoy but imports shrank by 3.9%. In top trading partner China, industrial profit data for 2024 is expected later today, along with official PMI figures for January. Further losses were capped by optimism that mild inflation in the Pacific nation will prompt the RBNZ to implement further reductions in February following three cuts last year. AFT Pharmaceuticals Ltd. slipped 2.2%, followed by Auckland Intl. Airport (-2.0%), Genesis Energy Ltd. (-1.8%), and A2 Milk Co. (-1.4%).

2024年12月，新加坡制造业产量同比增长10.6%，超过了市场预期的6.4%的增长，尽管与上个月修订后的10.8%的增长相比略有放缓。精密工程的产量继续增长（11月为3.9%对2.3%），而生物医学制造业（9.4%对-23.9%）、化学品（3.1%对-1.1%）、运输工程（16%对-0.3%）和一般制造业（3.7%对-2.8%）的产量强劲反弹。与此同时，电子产品的产量增长速度较慢（14.3%对31.3%）。经季节性调整的月度数据显示，12月制造业产出下降0.7%，低于市场预测的1.2%的跌幅，但扭转了11月修正后的1.7%的涨幅。2024年全年的产量比2023年高出4.3%。

Singapore’s manufacturing production rose by 10.6% year-on-year in December 2024, exceeding market expectations of a 6.4% growth, although it moderated slightly from a revised 10.8% increase in the previous month. Production continued to expand for precision engineering (3.9% vs 2.3% in November), while rebounding strongly for biomedical manufacturing (9.4% vs -23.9%), chemicals (3.1% vs -1.1%), transport engineering (16% vs -0.3%), and general manufacturing industries (3.7% vs -2.8%). Meanwhile, output for electronics grew at a slower pace (14.3% vs 31.3%). On a seasonally adjusted monthly basis, manufacturing output decreased by 0.7% in December, less than market forecasts of a 1.2% drop but reversing a revised 1.7% gain in November. For the full year of 2024, output was 4.3% higher compared to 2023.