上周的市场表现是2024 年以来最好的一周，收复了几周前市场调整中遭受的大部分损失，市场似乎相信美国将避免严重的经济衰退并继续前进。在美联储可能降息之前，美国通胀率走软，零售额走高，这样的数据组合增加了市场的乐观情绪，美元走势也出现了逆转。欧元飙升至 1.1000 以上，而英国最近发布的积极经济数据使英镑飙升至 1.2900 以上。
尽管新西兰央行意外降息，但美元走软使商品货币得以盘整。澳元已回升至 0.6670，而新西兰元收复 0.6050，尽管新西兰央行降息后大幅下跌。未来一周的经济数据并不多，但将迎来重要的“杰克逊霍尔研讨会”。这是央行行长的会议，为各央行行长提供了一个发表战略意见的全球平台。
Markets completed a stellar week of trade on equity markets, the best of 2024, recouping much of the losses suffered in the severe market correction a couple of weeks back. It appears markets are confident the US will avoid a serious economic recession and are moving on. US inflation was softer, and Retail Sales were higher, adding to market enthusiasm, ahead of likely interest rate cuts from the Federal Reserve. The moves have emboldened optimism and the safety play for the US Dollar, has seen a reversal. The EUR has surged above 1.1000, while the recent positive economic data from the UK has allowed the GBP to surge above 1.2900.
The softer reserve has allowed commodity currencies to consolidate, despite the surprise rate cut, from the RBNZ. The AUD has jumped back to 0.6670, while the NZD reclaimed 0.6050, despite sharp falls following the RBNZ IRD. The coming week is not a huge week in terms of economic data but will lead into the important ‘Jackson Hole Symposium’. This is the conference for Central Banks and provides a global platform for Central Bankers to voice their strategies.
尽管新西兰央行意外降息，但美元走软使商品货币得以盘整。澳元已回升至 0.6670，而新西兰元收复 0.6050，尽管新西兰央行降息后大幅下跌。未来一周的经济数据并不多，但将迎来重要的“杰克逊霍尔研讨会”。这是央行行长的会议，为各央行行长提供了一个发表战略意见的全球平台。
Markets completed a stellar week of trade on equity markets, the best of 2024, recouping much of the losses suffered in the severe market correction a couple of weeks back. It appears markets are confident the US will avoid a serious economic recession and are moving on. US inflation was softer, and Retail Sales were higher, adding to market enthusiasm, ahead of likely interest rate cuts from the Federal Reserve. The moves have emboldened optimism and the safety play for the US Dollar, has seen a reversal. The EUR has surged above 1.1000, while the recent positive economic data from the UK has allowed the GBP to surge above 1.2900.
The softer reserve has allowed commodity currencies to consolidate, despite the surprise rate cut, from the RBNZ. The AUD has jumped back to 0.6670, while the NZD reclaimed 0.6050, despite sharp falls following the RBNZ IRD. The coming week is not a huge week in terms of economic data but will lead into the important ‘Jackson Hole Symposium’. This is the conference for Central Banks and provides a global platform for Central Bankers to voice their strategies.
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