周五非农就业数据未达预期，失业率升至 3.8%。 劳动力市场降温，将减轻经济的通胀压力,疲软的就业数据正是市场所期待的。 对于一直在等待劳动力市场降温的美联储来说，这是一个好消息，或许可以让他们能够按下暂停加息的“按钮”。 也正如其他美国就业报告（Jolts、ADP 和 Challenger）所显示的那样，市场交易是一场“买谣言，卖事实”。 债券收益率回升，美元也是如此。 欧元跌至1.0800下方，英镑则跌至1.2600下方。
商品货币受到美元坚挺的影响，澳元跌破0.6450，纽元则回落至0.5940。 当地市场将密切关注下周二澳洲联储最新的利率决定，预计他们将维持利率不变，其余一切则与央行的评论以及通胀警告有关？ 通胀和增长仍将是未来一周交易的主题。 中国将发布贸易数据、欧盟和日本的GDP增长数据，而美联储将发布最新的“褐皮书”。 这是全球数据发布繁忙的一周，9月也常常是动荡的月份，请留意9 月份市场方向上的意外情况。
Non-Farm Payrolls missed expectations and Unemployment spiked up to 3.8% on Friday. The weaker employment data is exactly what the market was looking for, cooling labour markets, which will reduce the inflationary pressures on the economy. This was a good sign for the Fed, who have been waiting for the labour market to cool, to perhaps enable them to be able to hit the ‘pause button’ on interest rate rises. It was a ‘buy the rumour, sell the fact’ market trade, as other US employment reports (Jolts, ADP and Challenger), had all suggested this would be the case. Bond Yields popped back higher, as did the US Dollar. The EUR slipped back to trade below 1.0800, while the GBP fell below 1.2600.
Commodity currencies felt the impact of the harder reserve, with the AUD falling below 0.6450, while the NZD drifted back to 0.5940. Local markets will look closely at the latest RBA interest rate decision, next Tuesday, where they are expected to leave rates unchanged. It will all be about the Bank’s Commentary and how severe the inflationary warnings will be? Inflation and growth will remain the main themes in trading for the coming week. Chinese Trade data will be released, GDP growth numbers from the EU and Japan, while the Fed will release the latest rendition of their ‘Beige Book’. A busy week of global data releases and watch out for surprises to ‘move and shake’ the market direction for September.
商品货币受到美元坚挺的影响，澳元跌破0.6450，纽元则回落至0.5940。 当地市场将密切关注下周二澳洲联储最新的利率决定，预计他们将维持利率不变，其余一切则与央行的评论以及通胀警告有关？ 通胀和增长仍将是未来一周交易的主题。 中国将发布贸易数据、欧盟和日本的GDP增长数据，而美联储将发布最新的“褐皮书”。 这是全球数据发布繁忙的一周，9月也常常是动荡的月份，请留意9 月份市场方向上的意外情况。
Non-Farm Payrolls missed expectations and Unemployment spiked up to 3.8% on Friday. The weaker employment data is exactly what the market was looking for, cooling labour markets, which will reduce the inflationary pressures on the economy. This was a good sign for the Fed, who have been waiting for the labour market to cool, to perhaps enable them to be able to hit the ‘pause button’ on interest rate rises. It was a ‘buy the rumour, sell the fact’ market trade, as other US employment reports (Jolts, ADP and Challenger), had all suggested this would be the case. Bond Yields popped back higher, as did the US Dollar. The EUR slipped back to trade below 1.0800, while the GBP fell below 1.2600.
Commodity currencies felt the impact of the harder reserve, with the AUD falling below 0.6450, while the NZD drifted back to 0.5940. Local markets will look closely at the latest RBA interest rate decision, next Tuesday, where they are expected to leave rates unchanged. It will all be about the Bank’s Commentary and how severe the inflationary warnings will be? Inflation and growth will remain the main themes in trading for the coming week. Chinese Trade data will be released, GDP growth numbers from the EU and Japan, while the Fed will release the latest rendition of their ‘Beige Book’. A busy week of global data releases and watch out for surprises to ‘move and shake’ the market direction for September.
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