隔夜市场 市场欢迎特朗普提名对冲基金经理担任财政部长

特朗普提名对冲基金经理斯科特·贝森特担任财政部长,市场对此表示欢迎,美国债券收益率暴跌,道琼斯指数创下新高。市场人士取代失败的学术官僚是一个进步,而贝森特也支持特朗普的关税政策。芝加哥联储全国活动指数和达拉斯联储制造业指数仍处于大幅负增长状态,特朗普关税政策的出台可能会提振美国制造商。美元走低,欧元有望重回 1.0500,而英镑回落至 1.2550。
美元走软使纽元在关键的新西兰联储利率决定公布前在 0.5800 上方盘整。新西兰联储预计将降息,可能降息 50 个基点,这将给纽元带来下行压力。在重要的通胀数据公布之前,澳元兑美元汇率在 0.6500 左右,这将决定澳大利亚央行和货币的走向。
Trump has nominated hedge fund manager Scott Bessent to be Treasury Secretary, and markets embraced the idea, with US Bond Yields tumbling and the DOW hitting new record highs. A market man in place of the failed academic bureaucrats is a welcome step forward, while Bessent has endorsed Trumps tariffs policy. The Chicago Fed National Activity Index and the Dallas Fed Manufacturing Index remained deeply negative, ahead of a possible boost for US manufacturers, with the advent of Trumps tariff policy. The US Dollar drifted lower, with the EUR looking to regain 1.0500, while the GBP pushed back to 1.2550.
The softer reserve allowed the NZD to consolidate above 0.5800, ahead of the key RBNZ rate decision. The RBNZ is expected to cuts rates and possibly by 50 basis points, which should add downside pressure to the KIWI. The AUD traded around 0.6500, ahead of the release of important inflation numbers, which will determine the direction of the RBA and the currency.
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