日本连续第三个月上调经济评估值，中国总理李克强表示7％的增长应该是底线，二者促使亚洲股市上扬。日经225指数上涨0.8％，恒生指数和上证综指分别上涨2.2％和1.9％，而台湾加权指数和韩国首尔综合指数分别上涨1.4％和1.3％。美元兑日元和日元交叉盘的交易带有负面偏见，稳固的投标买入价可以跟踪至98.76（线图一目均衡表云带顶部）。

　　在缺乏重大事件/数据的背景下，外汇市场交易伴随着少量的数据猜测而显得信念不足。昨日释放的芝加哥联储全国活动指数差于预期，美国上个月现房销售下降1.2％，使得温和的美联储政策得以恢复，让美元兑多数主要货币对手遭遇重创。

　　欧元兑美元因疲软美国数据上涨至1.3218，但在亚洲市场尚未恢复至1.2995-1.3207区间，其支撑位位于日均云（1.3176）以上。由于短期势头相当积极，所以尽管希腊第一季度债务占GDP的比例已达到160.5%，在1.3080-1.3100（200日移动均线-心理支撑位）区间内还是可以看到大量买入价。德国总理默克尔承诺会保持欧洲团结。

　　与欧元兑美元有着类似交易模式的是，疲软的美国房屋数据让英镑兑美元上扬至1.5384。英镑隔夜整合涨幅。由于交易势头稳固向上，我们继续看好该货币对。

　　在澳大利亚，因通胀数据定于明天释放，澳元兑美元继续上涨。预计第二季度消费者物价指数年率将保持在2.5％不变，而这对澳元在接下来24小时内的交易行情将至关重要。通胀如上扬，则应该会降低澳洲联储在未来几个月内降息的可能性（市场已经消化了60%的可能性）。所以澳元的长期预期仍然是下行。

　　受美元普跌的影响，瑞郎兑美元徘徊在其200日移动均线（0.9360），而欧元兑美元因美国房屋数据跌至1.2322后又在1.2340上方缩减亏损。

　　在其他地方，印度表示，将采取额外措施来限制黄金进口，制定一套新的规则：黄金进口机构需保证每批进口的黄金中必须有20%只用于出口目的。

　　今天，投资者将密切关注法国7月商业信心指数、英国6月BBA房屋购买抵押贷款许可件数、加拿大5月零售销售、美国5月房屋价格指数、美国7月里奇蒙德联储制造业指数和欧元区7月（预览值）消费者信心指数。

　　The Asian equities rallied as Japan government revised the economic assessment to the upside for the third consecutive month and Chinese Premier Li Kejiang said 7% growth should be the bottom line. Nikkei 225 added 0.8%, Hang Seng and Shanghai’s Composite index advanced 2.2% and 1.9%, while Taiex and Kospi gained 1.4% and 1.3% respectively. USDJPY and JPY crosses traded with negative bias, with solid bids trailing above at 98.76 (Ichimoku cloud top).

　　In lack of major event/data, the fx markets trade convictionless with some speculation on minor data. Released yesterday, the weaker-than-expected national activity index from Chicago Fed and 1.2% drop in existing home sales in US through last month revived the dovish expectations on Fed policy and hit USD against the majority of its major counterparts.

　　EURUSD advanced to 1.3218 on US data, yet reverted back to its 1.2995/1.3207 range in Asia with support above the daily cloud (1.3176). With short term momentum fairly positive, decent bids are seen at 1.3080/1.3100 (200-dayMA / psychological support), despite the Greek debt reaching 160.5% of the GDP in the first quarter. German Chancellor Angela Merkel promised to keep the Europe united.

　　On a similar pattern, weak house data in US sent GBPUSD to 1.5384. Cable consolidated gains overnight. The bias remains on the upside as the momentum is solidly positive.

　　In Australia, the aussie extended gains against the weak USD ahead of the inflation report due tomorrow. The second quarter CPI, expected to remain unchanged at 2.5% on yearly basis, will be critical for the next 24 hours in AUD trading. Any hike in inflation should taper the likelihood for a RBA rate cut in the coming months (already priced in with 60% chances by the markets). The longer-run expectations remain on the downside.

　　The Swiss franc hovers around its 200-dayMA (0.9360) hit by the broad based USD weakness, while EURCHF pairs losses above 1.2340 after having fallen to 1.2322 post-US house data.

　　Else, India said additional measures will be taken to taper the gold imports by fixing new set of rules to reexport 20% of the imports.

　　Today, traders will watch French July Business Confidence, UK June BBA Loans Approved for House Purchase, Canada May Retail Sales m/m, US May House Price Index, US July Richmond Fed Manufacturing Index and Euro-Zone July(Advance) Consumer Confidence Index.