受央行降息、资金成本降低预期的推动，股市继续创下历史新高。在中国人民银行刺激货币供应的决定后，亚洲市场在隔夜飙升。这一趋势迅速蔓延至欧洲，瑞士央行再次将利率下调 25 个基点至 1%。此前瑞典央行也采取了类似行动，与西方央行的趋势一致。美国第二季度 GDP 增长率维持在 3% 左右，让市场松了一口气，现在注意力转向美联储青睐的通胀指标——个人消费支出 (PCE)。尽管债券收益率走强，但美元隔夜走软，欧元回升至 1.1180，英镑回升至 1.3400。
美元走弱使商品货币收复失地，澳元有望突破 0.6900，而新西兰元则回升至 0.6300 以上。国内市场将关注新西兰消费者信心数据，而东京通胀CPI将是日本央行关注的焦点。所有人的目光都将集中在今晚的PCE指标上，预计该指标将上涨。
Equity markets continue to build on record highs, fired by the Central Banks rate cuts, reducing the cost of money. Asian markets surged overnight, following the Chinese Government endorsement of the PBoC’s decision to stimulate the money supply. This quickly spread to Europe, which saw the Swiss National Bank, cut rates by a further 25 basis points, to 1%. This follows actions by Sweden’s Riksbank and in line with Western Central Bank trends. US Q2 GDP growth held at 3% p.a., which was a relief for markets and now attention turns to the Fed’s favoured inflation measure, the PCE. The US Dollar softened overnight, despite bond yields firming, with the EUR rising back to 1.1180, while the GBP regained 1.3400.
The weaker reserve allowed commodity currencies to regain ground, with the AUD looking to breech 0.6900, while the NZD pushed back above 0.6300. Domestic markets will focus on NZ Consumer Confidence data, while the Tokyo inflation CPI will be the focus of the Bank of Japan. All eyes will be on tonight’s PCE indicator, which is expected to push north.
美元走弱使商品货币收复失地，澳元有望突破 0.6900，而新西兰元则回升至 0.6300 以上。国内市场将关注新西兰消费者信心数据，而东京通胀CPI将是日本央行关注的焦点。所有人的目光都将集中在今晚的PCE指标上，预计该指标将上涨。
Equity markets continue to build on record highs, fired by the Central Banks rate cuts, reducing the cost of money. Asian markets surged overnight, following the Chinese Government endorsement of the PBoC’s decision to stimulate the money supply. This quickly spread to Europe, which saw the Swiss National Bank, cut rates by a further 25 basis points, to 1%. This follows actions by Sweden’s Riksbank and in line with Western Central Bank trends. US Q2 GDP growth held at 3% p.a., which was a relief for markets and now attention turns to the Fed’s favoured inflation measure, the PCE. The US Dollar softened overnight, despite bond yields firming, with the EUR rising back to 1.1180, while the GBP regained 1.3400.
The weaker reserve allowed commodity currencies to regain ground, with the AUD looking to breech 0.6900, while the NZD pushed back above 0.6300. Domestic markets will focus on NZ Consumer Confidence data, while the Tokyo inflation CPI will be the focus of the Bank of Japan. All eyes will be on tonight’s PCE indicator, which is expected to push north.
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