AC资本市场：美联储讲话引发重新计价，欧元曲折上涨

美联储官员发言引发市场重新计价

自美联储九月会议以来，美国国债收益率大幅上涨超过40个基点，导致金融状况变得更加紧张。然而，美国国债收益率的上升影响了企业和家庭的融资成本，这可能会影响美联储不加息的决策。 

周一，FOMC成员Lorie Logan 暗示提高债券风险溢价可能有助于抑制通胀，减少货币政策的进一步紧缩。同样，旧金山联邦储备银行总裁玛丽·戴利在上周提到：“如果过去90天里紧缩的金融状况保持不变，我们进一步采取行动的需求会减少。” 

由于美国国债收益率上升，我们可以看到投资者转向XAUUSD以降低风险。根据周一FOMC会议后的表现，XAUUSD上涨超过1.4%，如下图所示。 

XAUUSD Daily

德国工业产值比预期糟糕两倍，欧元急剧下跌

昨天，德国工业产值下降了-0.2%，而预测仅为-0.1%。工业产值是一个领先的经济健康指标，衡量制造业、公用事业和矿业的通货膨胀调整产值。 

能源生产下降6.6%，建筑下降2.4%是八月整体表现不佳的原因。然而，汽车工业的7.6%印象深刻的增长有助于积极影响整体结果。 

我们可以从下图看出，在周一发布后，欧元兑日元汇率下跌超过0.6%。 随着这一消息，EURGBP也出现了类似的熊市走势，如下图所示。

EURJPY Daily

类似的情况也出现在了欧元兑英镑（EURGBP）当中，如下图所示：

EURGBP Daily

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