新加坡元/瑞郎 (SGDCHF) 加自选

新加坡的非石油国内出口（NODX）在11月增长3.4%后，在2024年12月同比激增9%，超过了7.4%的增长预期。这标志着NODX自8月以来的最快速度，主要是由于非电子产品销售的大幅反弹。受集成电路（23.4%）、磁盘介质产品（44.7%）和其他计算机外围设备（83.6%）的推动，电子产品出货量增长了18.6%，较11月的23.1%有所缓解。与此同时，由于非货币黄金（67.6%）、食品制剂（61.5%）和专用机械（19.9%）的销售增加，非电子产品出口强劲复苏（6.6%对11月的-1.6%）。出口主要增加至台湾（50.8%）、美国（30.7%）、泰国（27.3%）、马来西亚（24.2%）、香港（23.8%）和印度尼西亚（20.3%），同时下降至中国（-12.7%）和欧盟（-26%）。按月计算，NODX上涨1.7%，这是继11月上涨14.7%之后连续第二个月上涨。

Singapore’s non-oil domestic exports (NODX) surged 9% year-on-year in December 2024, after a 3.4% growth in November, surpassing estimates of a 7.4% rise. It marked the fastest pace in NODX since August, due mainly to a sharp rebound in non-electronic product sales. Electronic product shipments grew by 18.6%, easing from a 23.1% surge in November, boosted by integrated circuits (23.4%), disk media products (44.7%), and other computer peripherals (83.6%). Meanwhile, non-electronic exports strongly recovered (6.6% vs -1.6% in November), due to higher sales of non-monetary gold (67.6%), food preparations (61.5%), and specialized machinery (19.9%). Exports increased mainly to Taiwan (50.8%), the US (30.7%), Thailand (27.3%), Malaysia (24.2%), Hong Kong (23.8%), and Indonesia (20.3%), while falling to China (-12.7%) and the EU (-26%). On a monthly basis, NODX rose 1.7%, marking the second straight month of increase, following a 14.7% jump in November.

2024年12月，瑞士消费者信心指数从去年同期的-44.4升至-30.3，超过了市场预期的-35。这比2023年12月高出14个百分点。子指数“预期经济发展”、“过去财务状况”、“预期财务状况”和“重大收购时机”均高于2023年12月的水平。

Switzerland's consumer confidence rose to -30.3 in December 2024, up from -44.4 in the same month a year earlier and beating market expectations of -35. This is 14 points more than in December 2023. The sub-indices Expected Economic Development, Past Financial Situation, Expected Financial Situation and Timing for Major Purchases are above the December 2023 level.

瑞士央行截至1月10日的即期存款总额为4451亿瑞士法郎，而此前为4396亿瑞士法郎。在今年年初经历了几周的下跌之后，瑞士的即期存款在过去一周再次回升。在得出任何其他结论以开始新的一年之前，我们将看看这一趋势是如何发展的。

SNB total sight deposits w.e. 10 January CHF 445.1 bn vs CHF 439.6 bn prior.After a couple of weeks of declines on the turn of the year, Swiss sight deposits are seen picking back up again in the past week. We'll see how the trend plays out before drawing much of any other conclusions to start the new year.

2024年12月，瑞士失业率上升至非季节性调整后的2.8%，而市场估计为11月的2.6%。这是自2021年7月以来的最高读数，失业人数比上月增加了9.2万人，达到13.03万人的三年半高点。与此同时，衡量15至24岁求职者的青年失业率从11月的2.6%上升到2.7%，青年失业人数增加了3千人，达到1万2千人。在此期间，报告的职位空缺数量下降了2.5千个，达到3万4千个。经季节性因素调整后，12月失业率仍为2.6%。

The Swiss unemployment rate rose to a non-seasonally adjusted 2.8% in December 2024, compared to market estimates and November’s 2.6%. This marked the highest reading since July 2021, as the number of unemployed persons increased by 9.2 thousand from the previous month to a three-and-a-half-year high of 130.3 thousand. Meanwhile, the youth unemployment rate, measuring job-seekers between 15 and 24 years old, went up to 2.7% from 2.6% in November, with the number of young unemployed increasing by 0.3 thousand to 12.2 thousand The number of vacancies reported dropped by 2.5 thousand to 30.4 thousand positions during the period. Adjusted for seasonal factors, the jobless rate remained at 2.6% in December.