美国大选的兴奋过后，市场逐渐平静下来，开始考虑未来几年将影响市场的经济和外交政策。选举的不确定性现已消除，这使得股市强劲上涨，而美元最初的支撑现已消退。欧元已恢复 1.0800，而英镑已回升至 1.3000。英国央行再次下调利率 25 个基点，美联储预计也将这么做，尽管英国工党政府指出“税收和支出”预算将增加通胀压力。美联储可能会继续降息，但随着特朗普政府的政策变得更加明确，他们未来的政策可能会改变。特朗普可能决定彻底改革美联储的结构及其作用，有一件事是肯定的，未来将会发生巨大的变化，而且不仅仅是在美国。
美元汇价下降使商品货币强劲反弹，新西兰元重回“大数字”0.6000，而澳元则回升至0.6650以上。中国贸易数据喜忧参半，出口增长大幅增长，超出预期，而进口则萎缩。这印证了澳大利亚贸易数据，其出口和进口均大幅下降。特朗普领导的政府将改变整个西方世界，随着德国财政部长的下台，我们已经在一夜之间看到了这种迹象。这标志着德国政府的末日开始，欧洲其他国家也将效仿。
Markets calmed after the excitement of the Federal US Elections and began to contemplate the economic and foreign policies that will impact markets over the next few years. The uncertainty of the elections has now been removed, which had allowed for equities to rally strongly, while the initial support for the US Dollar, has now receded. The EUR has regained 1.0800, while the GBP has rallied back towards 1.3000. The Bank of England cut rates a further 25 basis points, as the Fed is expected to do, although noted the Labour Governments ‘tax and spend’ budget will add inflationary pressures. The Fed will likely cut rates, but their policy may change, as the Trump administration’s policies become clearer. Trump may decide to completely renovate the Fed structure, and their role, as yet. One thing is for sure, there will be huge change, and not only in America.
The fall in the reserve allowed a strong recovery in commodity currencies, with the NZD regaining the ‘Big Figure’ of 0.6000, while the AUD zoomed back above 0.6650. Chinese trade data was mixed with a big jump in export growth, beating expectations, while imports contracted. This was confirmation of the Australian trade numbers, which saw a sharp fall in both exports and imports. The Trump led Government will change the whole Western world and we have had signs of this overnight, with the German Finance Ministers dismissal. This signals the beginning of the end for the German Government and others in Europe will follow.
美元汇价下降使商品货币强劲反弹，新西兰元重回“大数字”0.6000，而澳元则回升至0.6650以上。中国贸易数据喜忧参半，出口增长大幅增长，超出预期，而进口则萎缩。这印证了澳大利亚贸易数据，其出口和进口均大幅下降。特朗普领导的政府将改变整个西方世界，随着德国财政部长的下台，我们已经在一夜之间看到了这种迹象。这标志着德国政府的末日开始，欧洲其他国家也将效仿。
Markets calmed after the excitement of the Federal US Elections and began to contemplate the economic and foreign policies that will impact markets over the next few years. The uncertainty of the elections has now been removed, which had allowed for equities to rally strongly, while the initial support for the US Dollar, has now receded. The EUR has regained 1.0800, while the GBP has rallied back towards 1.3000. The Bank of England cut rates a further 25 basis points, as the Fed is expected to do, although noted the Labour Governments ‘tax and spend’ budget will add inflationary pressures. The Fed will likely cut rates, but their policy may change, as the Trump administration’s policies become clearer. Trump may decide to completely renovate the Fed structure, and their role, as yet. One thing is for sure, there will be huge change, and not only in America.
The fall in the reserve allowed a strong recovery in commodity currencies, with the NZD regaining the ‘Big Figure’ of 0.6000, while the AUD zoomed back above 0.6650. Chinese trade data was mixed with a big jump in export growth, beating expectations, while imports contracted. This was confirmation of the Australian trade numbers, which saw a sharp fall in both exports and imports. The Trump led Government will change the whole Western world and we have had signs of this overnight, with the German Finance Ministers dismissal. This signals the beginning of the end for the German Government and others in Europe will follow.
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