粗挥发油 (Naphtha) 加自选

美联储：人工智能、利率和波动性——荷兰合作银行。美联储：人工智能、利率和波动性——荷兰合作银行

Fed: AI, rates and volatility – Rabobank.Fed: AI, rates and volatility – Rabobank

早间竞价：拉加德换人。当今美国和全球市场最重要的是什么

Morning Bid: Changing of Lagarde.What matters in U.S. and global markets today

RBNZ:等待，等待，等待。新西兰储备银行的预测比我们预期的要温和一些，明显不如市场定价强硬。我们的观点是，新西兰储备银行将把紧缩政策提前到12月，但在此之前不会对OCR的增加给予太多重视。

Review of RBNZ: Waiting, Waiting, Waiting.The RBNZ's forecast profile was a bit more dovish than we anticipated, and noticeably less hawkish than market pricing. Our view was that the RBNZ would bring forward the tightening to December but wouldn't place much if any weight on an OCR increase before then.

持续的怀疑论维持了看跌美元的前景。自1月19日我们上次发布外汇预测更新以来，美国经济一直保持稳健。1月份的就业报告显示，新增就业13万人，失业率降至4.3%，尽管就业增长面临结构性阻力，但美联储仍面临降息的紧迫压力。

Lingering Scepticism Sustains Bearish Dollar Outlook.Since our last FX Forecast Update on 19 January, the US economy has remained on a solid footing. January's jobs report showed 130k new jobs and unemployment falling to 4.3%, reducing immediate pressure on the Fed to cut rates despite structural headwinds in employment growth.