隔夜，外汇市场相对安静，而亚洲股票市场却成功收复其昨日的损失。日经指数上涨0.30%、恒生指数上涨0.32%以及上证综指上涨0.20%。欧元兑美元从1.3180小幅上扬至1.3245、美元兑日元在83.15至83.45附近的区间内震荡。伴随油价高企且毫无回落的预期，以及中国经济活动走弱的迹象，可能会使得澳元兑美元在短期内承压。在疲弱中国数据的背景之下，澳元兑美元遭受重大打击，从下1.0482跌至1.0380的水平。二月份，中国汇丰银行制造业采购经理人指数为48.1，而预期值为49.6。该指数已经是第五次低于50，重燃一股对中国经济放缓挥之不去的担忧。在中国数据之后，起先不受关注的新西兰GDP数据也进入人们的眼帘，在第三季度季比上涨0.7%之后，第四季度仅仅只是略微向下修正至季比增长0.3%。新西兰GDP的突然转变主要归因于制造业产出，其还造成纽元兑美元从0.8154急剧下挫至0.8064。在亚洲市场上，最后一点值得注意的是日本贸易平衡数据，其出人意料地反弹回盈余329亿日元、预期值为赤字1200亿日元、前值为赤字1477亿日元。贸易数据的细分项目表明出口数据略有下降（实际值为年比下降2.7%，而预期中值为下降6.5%），但进口数据却非常强劲（实际值为年比上涨9.2%，而普遍预期中值为年比上涨8.2%）。日益高企的能源成本提振了进口数据，使其录得强劲同比增长数据9.2%。目前，贸易数据成功迫使美元兑日元的交易价格处于84关口下方。日本央行的宽松政策、日元安全观念的转变以及国债收益率寻求本土投资者等因数的结合，，将促使日元持续承压。
至于今天，我们将获知闪亮的欧元区制造业、服务业以及综合业采购经理人数据。而市场预期英国零售销售数据将是月比下降0.4%（预期值为下降0.5%、前值为上涨0.9%）。在美国市场，我们将期待美国首次失业救济申请人数的发布，该数据预期增长35万人，然后是美联储非投票成员埃文斯的发言。
FX markets have be pretty quiet overnight， whilst Asian equity indices have gained back their losses from yesterday’s drop. The Nikkei is up +0.30%， Hang Seng +0.32% and Shanghai Composite +0.20. EURUSD edged higher to 1.3245 from 1.3180 while the USDJPY bounced around 83.15 and 83.45. China HSBC manufacturing PMI printed at 48.1 vs. 49.6 in February. The fifth sub-50 read has reignited lingering concerns about slower growth in China. High oil prices not looking to backdown and signs of softer Chinese economic activity should keep the AUDUSD under pressure in the near term. The AUDUSD took a big hit， falling from 1.0482 to 1.0380 on the back of weak Chinese data. New Zealand released an unimpressive GDP growth number， which showed the economy as gaining just 0.3% q/q from a downwardly revised 0.7% q/q in Q3. The sudden shift was due primarily to manufacturing output and caused the NZDUSD to drop sharply from 0.8154 to 0.8064. And on a final note regarding the Asian session， Japanese trade balance unexpectedly came rallying back printed at +Y32.9bn vs. -Y120bn exp deficit， -Y1477bn prior. The higher energy costs gave imports a +9.2% boost. The data forced the USDJPY below the 84 handle for the time being. However， with the BoJ easing combined with shifting views on the safety of the Japan and yield-seeking domestic investors migrating out of JPY， we should continued to see JPY weakness.
机构来源：ACM