隔夜市场 中国数据提振市场情绪,目光转向日本央行

在中国公布一些积极的经济数据之后,美国和欧洲市场本周开盘积极。 中国工业生产增长7%,而零售销售依然强劲,这对中国经济及其对世界经济的影响都是有利的。 亚洲市场将密切关注日本央行和期待已久的货币政策变化。 日本央行今天召开会议,预计将放弃长期负利率,这是自上次危机以来首次。 此举可以被视为一个巨大的积极因素,并可能为饱受诟病的日元提供一些支撑。 澳洲联储今天也召开会议,但预期他们将维持利率不变,并关注随之而来的叙述。 欧洲2月份通胀数据也于隔夜公布,近期下行趋势出现逆转。 通货膨胀率上升 0.6%,但总体年率回落至 2.6%。 欧洲和美国的通胀压力出现逆转是一个令人担忧的趋势,这可能会让美联储和欧洲央行暂停“更长时间”维持较高利率。 欧元未受通胀消息影响,交投于1.0850附近,而英镑则重拾1.2700。
稳定的美元使得商品货币能够维持上周的水平,纽元交投于 0.6070,而澳元在澳洲联储利率决定前交投于 0.6550,所有目光都集中在澳洲联储和日本央行,然后将转向欧美央行
US and European markets opened the week on a positive note, following some positive economic data out of China and looking ahead to key Central bank meetings. Chinese Industrial Production jumped 7%, while Retail Sales remained strong, which augers well for the Chinese economy and flow-on to the world economy. Asian markets will be closely focused on the Bank of Japan and a long-awaited change in monetary policy. The Bank of Japan meet today, and are expected to move away from long-held negative interest rates, for the first time since the last crises. The move can be seen as a huge positive, and may lend some support, to the much-maligned Japanese Yen. The RBA also meets today, but expectations are that they will leave interest rates unchanged, with the attention on the accompanying narrative. European Inflation data for February, was also released overnight, and they experienced a reversal in recent trends downwards. Inflation jumped 0.6%, but the headline annual rate fell back to 2.6%. It is a worrying trend to see the reversal in inflationary pressures, in both Europe and the USA, and this may give the Fed and the ECB pause to hold rates ‘higher for longer’. The EUR was unmoved by the inflation news, trading around 1.0850, while the GBP regained 1.2700.
The steady reserve allowed the commodity currencies to hold last weeks levels, with the NZD trading 0.6070, while the AUD trades 0.6550 ahead of the RBA interest rate decision, All eyes remain on the RBA and Bank of Japan, which will then pivot to the FOMC, meeting beginning tonight.
en_NZEnglish (New Zealand)
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