联邦公开市场委员会会议积极闭幕，美元重新得宠，有关美联储不久后会削减量化宽松政策规模的投机再次复苏。10年期美国国债收益率跃升至 2.38%，美元兑其所有主要对手货币均上扬，而美国和亚洲股市暴跌。日经225指数下跌1.74%，恒生指数下降2.64%，上证综指下滑 2.50%，ASX 200指数下跌2.12%，NZX 50指数下跌1.06%，台湾加权股价指数下跌1.35%，韩国首尔综合指数下跌2%。中国6月制造业PMI收缩速度加快；汇丰银行制造业采购经理人指数从49.1下跌至48.3。

　　基于美元广泛的需求，美元兑日元上涨两个大数，从95直接上扬到97。该货币对之后在东京市场继续扩大涨幅至97.18。日本进口商和短期资金公司都是不错的需求者。美元兑日元的情绪转为阳性，预计未来几天会出现看涨转变。

　　在联邦公开市场委员会会议结束后，欧元显然是受创最严重的货币。欧元兑美元从1.3417下滑到1.3250。买入价见于1.3250和 1.3200之前，而卖出价创建在1.3300之上。欧元区PMI数据将于今天上午宣布，欧元兑日元的需求目前给予欧元兑美元支持。今天早上公布的德国5 月生产者价格指数大幅回落（实际下降0.3%，预计下降0.1%，4月下降0.1%）。

　　与欧元兑美元类似，英镑兑美元从1.5675下跌至1.5425，创近两周以来的最低价。澳元兑美元暴跌至0.9228，下一个主要支撑位见于0.9000。在土耳其，美元兑土耳其新里拉跃升至1.9100，卖出价架构在1.9000之上。

　　在瑞士，瑞士央行今日将宣布利率决定。预计基准利率将保持零水平，而欧元兑瑞郎的最低汇率应该保持1.20不变，且央行随后的声明会重申瑞士央行准备捍卫瑞郎避开过度的避险资金流。由于美元重新得宠，美元兑瑞郎从支撑位0.9180攀升至0.9320。在5月利好出口数据释放后，美元兑瑞郎整合收益，而欧元兑瑞郎在瑞士央行召开前测试1.2300。即将到来的政策声明和果断的语气应该会放缓欧元兑瑞郎的卖出压力。

　　在挪威，挪威央行宣布维持政策利率在1.50%不变之后，美元兑挪威克朗反弹到5.7972。

　　今天，重点是法国、德国和欧元区6月服务业与制造业PMI（初步值）、意大利4月工业订单和销售月率和年率、英国5月零售销售月率和年率、美国首次申请失业救济人数和持续申请失业救济人数、欧元区6月消费者信心（初步值）、美国6月费城联储、美国成屋销售及领先指标。

　　As the FOMC meeting concluded on optimistic note, the USD came back in demand with reviving speculations on Fed tapering the asset purchases sometime soon. The 10-year US treasury yields jumped to 2.38%, USD gained against all of its major counterparts, while the US and Asian equities tumbled. The Nikkei 225 lost 1.74%, Hang Seng dropped 2.64%, Shanghai’s Composite lost 2.50%, while ASX 200 (-2.12%), NZX 50 (-1.06%), Taiex (-1.35%), Kospi (-2.00%) followed with sharp downside rallies. The Chinese manufacturing PMI contracted at faster pace in June; HSBC PMI Manufacturing index retreated from 49.1 to 48.3.

　　On broad based USD demand, USDJPY rallied two big figures, from 95.00 to 97.00, in a single move. The currency pair extended gains to 97.18 in Tokyo. Japanese importers and short term funds were good demanders. The sentiment turned positive on USDJPY, with bullish shift in expectations for days ahead.

　　Euro has clearly been the most hit pair post-Fed. EURUSD sold-off from 1.3417 to 1.3250. Bids are seen at 1.3250 and pre-1.3200, while offers are building above 1.3300. The EURJPY demand currently gives support to EURUSD ahead of the PMI numbers to be announced across Euro-zone this morning. Released this morning, the German producer prices retreated at greater pace in May (-0.3% vs. -0.1% exp. & -0.1% in April).

　　On a similar pattern, GBPUSD tumbled from 1.5675 to 1.5425/50 - two week lows. AUDUSD took a dive down to 0.9228, with next major support eyed at 0.9000. In Turkey, USDTRY jumped to 1.9100 with bids now building at 1.9000 levels.

　　In Switzerland, the SNB will give verdict today. The benchmark rate is expected to remain at zero, while the EURCHF floor should be kept at 1.20 with an accompanying statement reiterating that SNB is ready to defend the Swiss franc from excessive safe-haven flows. With USD back in demand, USDCHF climbed to 0.9320 from the 0.9180 support. The pair is consolidating gains after supportive export data in May, while EURCHF tests the 1.2300 pre-SNB. The upcoming policy statement and the decisive tone should slowdown the sell pressure on EURCHF.

　　In Norway, USDNOK rallied to 5.7972 ahead of the Norges Bank policy announcement. The policy rate is expected to remain unchanged at 1.50%.

　　Today, the focus is on French German and Euro-Zone June (Prelim) PMI Services & Manufacturing, Italian April Current Account, Industrial Orders and Sales m/m & y/y, UK May Retail Sales m/m & y/y, US Initial Jobless & Continuing Claims, Euro-Zone June(Prelim) Consumer Confidence, US June Philadelpia Fed, US May Existing Home Sales and Leading Indicators.