隔夜市场 将由央行决议主导市场的一周

由于通胀下降和“利率高峰将过去”的前景提振了信心，股市连续第二周强劲上涨。 下周的市场将详细讲述这个故事，欧洲和美国将发布通胀数据和利率决议。 大多数经济区的通胀率一直在下降，因此下降途中的任何逆转都将引起人们的恐慌。 未来一周将由央行利率决策和投机情绪主导，美联储和欧洲央行均于周四举行会议并发布决定，日本央行随后于周五举行会议并发布决定。 美联储和欧洲央行预计将进一步加息 25 个基点，日本央行已经表示，利率可能会保持在极具刺激性的水平。 欧洲各地的通胀数据将继续推动市场发展，美国重要的个人消费支出数据也将推动市场变化。 欧元本周开盘价约为 1.1100，而英镑则有望守住 1.2850。
来自中国的悲观消息和美联储继续加息的前景增加了商品货币的下行压力。 澳元已回落至 0.6700，而纽元则交投于 0.6150 附近， 跨塔斯曼海两岸的澳新大宗商品乃至货币均存在下行风险，未来一周的注意力将集中在欧洲、美国和日本央行的利率决议上。

Markets closed out the second week in a row of strong gains on equity markets, confidence boosted by lower inflation and the prospect of ‘peak interest rates’. This coming week will tell the story. Inflation data will be released from across Europe and the USA. Inflation has been tumbling lower in most economic zones, so any reversal in the emerging trend will be met with trepidation. The coming week will be dominated by Central Bank rate decisions and market speculation, leading into said decisions. The FOMC and the ECB both meet and release their decisions on Thursday, followed by the Bank of Japan, Friday. The Fed and ECB are expected to raise rates by a further 25 basis points, although pressure will be on, to leave rates STET. The Bank of Japan has already indicated that rates will probably remain at their extremely stimulative levels. Inflation numbers across Europe will be driving markets, as will the important US PCE number, out in the USA. The EUR will open the week trading around 1.1100, while the GBP, will look to hold onto 1.2850.
Gloomy news from China and the prospect of a rate rise from the Fed, has added to downward pressure on the commodity currencies. The AUD has fallen back towards 0.6700, while the NZD trades around 0.6150. There is downside to the trans-Tasman commodity currencies, as the RBA and RBNZ look to hold rate rises, in the hope inflation will continue to cool. Attention in the coming week will be on the Central Bank rate decisions in Europe, the USA and Japan.