中国央行介入市场,通过降低利率 50 个基点,以及降低银行存款准备金要求的形式刺激经济,并在全球市场产生了连锁反应。欧洲和美国股市受此消息影响上涨,而商品货币飙升。美国发布的经济数据表明未来形势不妙,里士满联邦制造业指数和标准普尔凯斯-席勒房价指数均令人失望。有警告称,美国可能会步欧洲后尘陷入衰退,这促使美联储采取更为激烈的行动,而总统大选即将到来。美元走弱推动欧元升至 1.1170,而英镑有望重回 1.3400。
澳大利亚央行维持利率不变,符合预期,并警告近期不太可能降息。澳大利亚央行确实认为通胀水平将继续上升,但其利率仍低于美联储和新西兰央行。再加上中国人民银行的消息,大宗商品货币飙升,新西兰元突破 0.6300,而澳元接近 0.6900。本地市场将密切关注澳大利亚通胀数据,全球市场将关注美国第二季度 GDP 增长数据。
The Peoples Bank of China stepped into the markets and added stimulus, in the form of reserve requirements for banks, by cutting rates by 50 basis points. This is an obvious attempt to stimulate the economy and had flow-on effects through global markets. European and US equities jumped on the news, while commodity currencies surged. Economic data coming out of the US points to troubled waters ahead. The Richmond Fed Manufacturing Index and the S&P Case-Shiller Home Price Index, both disappointed. There are warnings that the US may well follow Europe into recession, which prompted the Fed to their latest drastic action, while the Presidential election fast approaches. The weaker US Dollar pushed the EUR up to 1.1170, while the GBP looks to regain 1.3400.
The RBA left rates unchanged, in line with expectations, warning no rate cuts are likely in the near future. The RBA certainly sees elevated inflation levels continuing, but their rates remain below the Fed and RBNZ. This combined with the PBoC news was enough to see a surge in commodity currencies, with the NZD blasting through 0.6300, while the AUD approaches 0.6900. Local markets will closely monitor the Australian inflation number and global markets, will focus on US Q2 GDP growth data.
澳大利亚央行维持利率不变,符合预期,并警告近期不太可能降息。澳大利亚央行确实认为通胀水平将继续上升,但其利率仍低于美联储和新西兰央行。再加上中国人民银行的消息,大宗商品货币飙升,新西兰元突破 0.6300,而澳元接近 0.6900。本地市场将密切关注澳大利亚通胀数据,全球市场将关注美国第二季度 GDP 增长数据。
The Peoples Bank of China stepped into the markets and added stimulus, in the form of reserve requirements for banks, by cutting rates by 50 basis points. This is an obvious attempt to stimulate the economy and had flow-on effects through global markets. European and US equities jumped on the news, while commodity currencies surged. Economic data coming out of the US points to troubled waters ahead. The Richmond Fed Manufacturing Index and the S&P Case-Shiller Home Price Index, both disappointed. There are warnings that the US may well follow Europe into recession, which prompted the Fed to their latest drastic action, while the Presidential election fast approaches. The weaker US Dollar pushed the EUR up to 1.1170, while the GBP looks to regain 1.3400.
The RBA left rates unchanged, in line with expectations, warning no rate cuts are likely in the near future. The RBA certainly sees elevated inflation levels continuing, but their rates remain below the Fed and RBNZ. This combined with the PBoC news was enough to see a surge in commodity currencies, with the NZD blasting through 0.6300, while the AUD approaches 0.6900. Local markets will closely monitor the Australian inflation number and global markets, will focus on US Q2 GDP growth data.