美元/人民币 (USDCNY) 加自选

美国耐用品订单下降1.4%受运输拖累，核心需求坚挺。12月美国耐用品订单环比下降1.4%，至3196亿美元，略好于预期的-1.6%的下降。整体疲软主要是由运输设备造成的，运输设备价格下跌5.3%，至1135亿美元，在过去三个月中有两个月下跌。

US durable goods orders fall -1.4% mom on transport drag, core demand firm.US durable goods orders fell -1.4% mom in December to USD 319.6B, slightly better than expectations for a -1.6% decline. The headline weakness was largely driven by transportation equipment, which dropped -5.3% mom to USD 113.5B and has now fallen in two of the past three months.

美国12月房屋开工量为140.4万套，而估计为130.9万套。住房开工是指实际施工开始时（基础工程开始），而建筑许可证反映了政府对建筑的批准，使许可证成为一个领先指标，并开始确认活动。这些数据由美国人口普查局每月发布，并以季节性调整年率（SAAR）的形式报告，以平滑季节性波动，并将速度表示为年化数字。

US housing starts for December 1.404M vs 1.309M estimate.Housing starts measure when actual construction begins (foundation work started), while building permits reflect government approvals to build — making permits a leading indicator and starts a confirmation of activity. The data are released monthly by the U.S. Census Bureau and reported as a Seasonally Adjusted Annual Rate (SAAR) to smooth seasonal swings and express the pace as an annualized figure.

美元：数据和联邦公开市场委员会会议纪要有望提供指导——道明证券。美元：数据和联邦公开市场委员会会议纪要有望提供指导——道明证券

USD: Data and FOMC minutes eyed for guidance – TD Securities.USD: Data and FOMC minutes eyed for guidance – TD Securities

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