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第一主题:股市可能仍是汇市的重要推动因素。即便许多股票的估值水平已经下降,也不要指望避险情绪会消失。假如股市在1月份上涨,虽然传统上这预示着全年可能会有一个
The first theme: the stock market may still be an important contributor to the foreign exchange market. Even if the valuation of many stocks has declined, do not expect the risk aversion to disappear. If the stock market rose in January, though this has traditionally indicated that there may be one throughout the year