隔夜市场 就业数据预期疲软

经过前一天股票和债券大幅抛售之后,美国和欧洲市场在隔夜企稳。 美债收益率在前一交易日触及16年新高,但隔夜回落,市场猜测美国劳动力市场可能降温。ADP 就业报告数据疲软,私营部门仅增加 89,000 个就业岗位,低于预期。 劳动力市场的降温对于通胀的降温以及利率的稳定至关重要。 继本周早些时候欧洲制造业数据惨淡之后,欧洲和美国的 PMI 数据同样疲软不堪。 欧洲经济普遍陷入衰退,疲弱的经济数据没有任何改善的迹象。 美国债券收益率下降释放了美元的部分上行压力,欧元反弹至1.0500上方,而英镑则回升至1.2150。
 
新西兰在不到两周时间内举行全国大选,在此之前,新西兰央行如预期保持利率不变。 新西兰央行承认通胀压力依然存在,选举后可能考虑进一步加息。 希望选举后的政府能够扭转经济局面。新西兰央行的决定将新西兰元推至远低于 0.5900 的水平,但疲软的美元则令汇价有所恢复。 澳元自 0.6300 反弹,当地市场将密切关注将于今天发布的澳大利亚贸易数据。当前市场注意力集中在周五公布的美国非农就业数据上,预计该数据将弱于预期。



US and European markets stabilised overnight, following some dramatic selloffs in equities and bonds. US Bond Yields hit 16-year highs in the previous session, but retreated overnight, as the US Labour market may be cooling? The ADP Jobs report was weak, with the private sector only adding 89,000 jobs, lower than expected. The cooling of the labour market is essential to the cooling of inflation, and therefore, the stabilising of interest rates. PMI data across Europe and the US remained weak, following the dreadful Manufacturing numbers out of Europe, earlier in the week. Recessionary conditions prevail in Europe, and the weak economic data, shows little signs of improvement. Lower US Bond Yields released some of the upward pressure on the US Dollar, with the EUR bouncing back above 1.0500, while the GBP pushed back to 1.2150.
 
The RBNZ left rates unchanged, as expected, ahead of the looming national election, due in less than two weeks. The RBNZ recognised inflationary pressures remain and that there may be further rate rises to come, post-election. Hopefully the post-election government will right the economic ship and dump the ‘woke‘ RBNZ Governor. The Central Bank’s decision had pushed the NZ Dollar well below 0.5900, but the flagging reserve allowed a recovery overnight. The AUD bounced off 0.6300 and local markets will look closely at the Australian trade numbers, due to be released today. Market attention will focus on the key Non-Farm Payrolls number, which is expected to be weak, out Friday.

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