隔夜市场 上升的通胀是否会导致央行言论变化

受密歇根大学经济景气报告的提振,美国股市在上周五强劲反弹。 标准普尔指数突破历史新高,结束了好坏参半的一周,债券收益率也脱离近期高点走低,美元走软。 欧元反弹至1.0900,而英镑则成功重回1.2700。 未来一周将由各国央行主导,许多央行将宣布最新的利率水平和货币政策。 日本央行将于周二启动,加拿大央行、挪威央行和欧洲央行将于本周晚些时候启动。 市场将主要关注评论,预期利率将保持不变,但近期通胀的飙升可能会影响央行评论。 美联储青睐的通胀指标PCE将于周五发布,这是短期利率的关键。
商品货币是美元疲软的受益者,澳元重回0.6600,而纽元则努力守住0.6100。 未来一周,周一的没有主要经济数据,可能会确保交易周以平静开始。
US equity markets rebounded strongly to close out the week, boosted by a strong University of Michigan Economic Sentiment report and rising confidence. The S&P blew through record levels to close out a mixed week, with bond yields drifting off recent highs and the US Dollar easing. The EUR rallied, to trade up to 1.0900, while the GBP managed to regain 1.2700. This coming week will be dominated by Central Banks, with many announcing their latest interest rate levels and monetary policy. The Bank of Japan will kick things off on Tuesday, followed by the Bank of Canada, Norges Bank and the ECB later in the week. Markets will be focused on the narrative, as expectations are rates will remain unchanged, but recent spikes in inflation may impact the commentary. The Fed’s favoured measure of inflation, the PCE, will be released Friday and this will be key to short term rates.
Commodity currencies were beneficiaries of the weaker reserve, with the AUD regaining 0.6600, while the NZD struggles to hold onto 0.6100. All eyes will remain focused on inflation and growth in the coming week, with a slow data-day Monday, likely to ensure a quiet start to the trading week.
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