隔夜市场 市场关注美联储议息会议

在央行公布利率决定之前,市场继续跌宕起伏。美联储预计将在本月最后一次维持高位利率不变,然后在 9 月开始降息。由于通胀似乎已达到目标,英格兰银行可能在本周开始降息周期。欧洲最新的经济增长和通胀数据符合预期。欧元区的增长开始出现“绿芽”,但这是在经历了深度衰退的背景下。西班牙是个例外,其 GDP 增长出现跃升(年化增长 2.9%),而德国仍深陷技术性衰退,而且德国通胀率跃升至 2.3%,表明欧洲曾经强大的“经济引擎”正朝着错误的方向发展。市场焦点目前集中在美联储和英格兰银行身上。美元保持强势,欧元努力维持 1.0800,而英镑在英格兰 IRD 区间之前跌至 1.2830。
隔夜商品货币持稳,纽元有望重回0.5900,澳元交投于0.6530。本地市场将关注日本央行和澳大利亚通胀数据。
Markets continued to ebb and flow ahead of key Central Bank rate decisions. The Fed is expected to hold interest rates at elevated levels, for one last time, before beginning interest rate cuts in September. The Bank of England may begin the interest rate cutting cycle, this coming week, as inflation is seemingly on target. The latest reading in growth and inflation in Europe was in line with expectations. Growth across the Eurozone are beginning to show ‘green shoots’, but this is from deeply recessionary territory. Spain was the exception, with a jump in GDP growth (+2.9% annualised), while Germany remains mired deep in a technical recession. German inflation jumped higher, to 2.3%, showing the once mighty ‘engine-room’ of Europe is moving in the wrong direction. Market focus is firmly on the Fed and the Bank of England. The US Dollar remains strong, with the EUR struggling to hold 1.0800, while the GBP drifted to 1.2830 ahead of the Band of England IRD.
Commodity currencies were steady overnight, with the NZD looking to regain 0.5900, while the AUD trades 0.6530. Local markets will be focused on the Bank of Japan and Australian inflation data.
en_NZEnglish (New Zealand)
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