随着经济衰退担忧的消退，市场继续大幅波动，美国股市大幅上涨。市场可能已经超卖，因为就增长和通胀而言，经济环境并没有什么不同。市场继续关注不确定性，至少目前看来，地缘政治风险正在减弱。预期中的伊朗对以色列的袭击并未发生，这可能是市场信心恢复的原因之一。以色列战争蔓延到伊朗、其盟友和代理人的风险肯定会抑制全球市场。美元稳定，欧元兑美元略高于 1.0900，而英镑回升至 1.2700。
昨天，澳大利亚央行行长发出“警告”，透露澳大利亚央行董事会本周早些时候曾认真考虑进一步加息，该国通胀仍然是一个重大问题。值得赞扬的是，她直言不讳地指出了问题的核心——财政过度。澳元受此消息影响大幅上涨，回升至 0.6600，而新西兰元则有望重回 0.6000。引发近期市场不确定性的诸多重大风险仍然存在
Extreme volatility continued in the markets overnight, with big gains being booked in US equity markets, as fears of a recession recede. The markets may have been oversold, as economic circumstances are no different, in terms of growth and inflation. Markets continue to focus on uncertainty, and it appears the Geo-Political risks are subsiding, at least for now. The expected Iranian attack on Israel, has not eventuated, and this may account for some on the confidence returning to markets. The risk of the Israeli war spreading to Iran, its allies and proxies, would be a definite dampener on global markets. The US Dollar was steady, with the EUR trading just above 1.0900, while the GBP regained 1.2700.
The RBA Governor threw a ‘cat amongst the pigeons’ yesterday, with the revelation the RBA Board had seriously considered a further rate rise earlier in the week, and that inflation remained a significant problem. To her credit, she did not shy away from pointing out what was at the heart of the problem, fiscal extravagance. The AUD shot up on the news, surging back towards 0.6600, while the NZD look to regain 0.6000. Many, if not all the significant risks that triggered recent market uncertainty, remain.
昨天，澳大利亚央行行长发出“警告”，透露澳大利亚央行董事会本周早些时候曾认真考虑进一步加息，该国通胀仍然是一个重大问题。值得赞扬的是，她直言不讳地指出了问题的核心——财政过度。澳元受此消息影响大幅上涨，回升至 0.6600，而新西兰元则有望重回 0.6000。引发近期市场不确定性的诸多重大风险仍然存在
Extreme volatility continued in the markets overnight, with big gains being booked in US equity markets, as fears of a recession recede. The markets may have been oversold, as economic circumstances are no different, in terms of growth and inflation. Markets continue to focus on uncertainty, and it appears the Geo-Political risks are subsiding, at least for now. The expected Iranian attack on Israel, has not eventuated, and this may account for some on the confidence returning to markets. The risk of the Israeli war spreading to Iran, its allies and proxies, would be a definite dampener on global markets. The US Dollar was steady, with the EUR trading just above 1.0900, while the GBP regained 1.2700.
The RBA Governor threw a ‘cat amongst the pigeons’ yesterday, with the revelation the RBA Board had seriously considered a further rate rise earlier in the week, and that inflation remained a significant problem. To her credit, she did not shy away from pointing out what was at the heart of the problem, fiscal extravagance. The AUD shot up on the news, surging back towards 0.6600, while the NZD look to regain 0.6000. Many, if not all the significant risks that triggered recent market uncertainty, remain.
English (New Zealand) 
简体中文