在信心的推动下，美国和欧洲股市回到历史高点，抹去了 8 月初市场调整所遭受的重大损失。经济数据逐渐消除对美国经济衰退的担忧，欧洲和美国通胀已趋于平稳，为新一轮低利率周期奠定了基础。欧洲通胀率继续走低，德国通胀率跌至 2.% 以下。事实证明，经济衰退是对付通胀的最佳方式。美国 GDP 增长率为年均 3%，这可能说明经济正在软着陆，避免了对经济衰退的任何担忧。除此以外，市场仍将热切关注今晚将公布的美国 PCE 通胀数据。人们期待公布更温和的数据以支持美联储迅速降息。货币趋于稳定，欧元兑美元汇率为 1.1130，英镑兑美元汇率回升至 1.3150。
大宗商品货币盘整，澳元略低于 0.6800，而纽元则维持在 0.6250 左右。新西兰商业信心飙升，这是个好兆头，这主要是因为新西兰央行放松了利率。今天晚些时候和今晚将发布大量经济数据，包括日本通胀、就业和工业生产，美国 PCE 通胀将引领美国市场，欧盟的通胀数据预计将有所减弱。
US and European equity markets surged into record territory on the back of rising confidence, erasing all of the big losses suffered in the market correction, early in August. Economic data has slowly eradicated the fears of a US recession and European and US inflation has calmed, setting the table for a new, lower interest rate cycle. European inflation continued lower, led by German inflation, which fell below 2.%. The best foil for inflation has once again proven to be recession. In the US GDP growth was confirmed at 3% p.a., which confirms that economy is enjoying a soft landing and avoids any fears over a recession. Markets will still be avidly watching the US PCE inflation number, set to be released tonight. Expectations are high for softer numbers and green-lights interest rate cuts, from the Fed and further rate cuts from the ECB and Bank of England. Currencies stabilised, with the EUR trading 1.1130, while the GBP pushed back to 1.3150.
Commodity currencies consolidated, with the AUD trading just below 0.6800, while the NZD was holding around 0.6250. NZ Business Confidence surged, a great sign, following easing in interest rates from the RBNZ. There will be a plethora of economic data released later today and tonight, including Japanese inflation, employment and Industrial Production, US PCE inflation will lead US markets and expect a softer inflation number, from the EU.
大宗商品货币盘整，澳元略低于 0.6800，而纽元则维持在 0.6250 左右。新西兰商业信心飙升，这是个好兆头，这主要是因为新西兰央行放松了利率。今天晚些时候和今晚将发布大量经济数据，包括日本通胀、就业和工业生产，美国 PCE 通胀将引领美国市场，欧盟的通胀数据预计将有所减弱。
US and European equity markets surged into record territory on the back of rising confidence, erasing all of the big losses suffered in the market correction, early in August. Economic data has slowly eradicated the fears of a US recession and European and US inflation has calmed, setting the table for a new, lower interest rate cycle. European inflation continued lower, led by German inflation, which fell below 2.%. The best foil for inflation has once again proven to be recession. In the US GDP growth was confirmed at 3% p.a., which confirms that economy is enjoying a soft landing and avoids any fears over a recession. Markets will still be avidly watching the US PCE inflation number, set to be released tonight. Expectations are high for softer numbers and green-lights interest rate cuts, from the Fed and further rate cuts from the ECB and Bank of England. Currencies stabilised, with the EUR trading 1.1130, while the GBP pushed back to 1.3150.
Commodity currencies consolidated, with the AUD trading just below 0.6800, while the NZD was holding around 0.6250. NZ Business Confidence surged, a great sign, following easing in interest rates from the RBNZ. There will be a plethora of economic data released later today and tonight, including Japanese inflation, employment and Industrial Production, US PCE inflation will lead US markets and expect a softer inflation number, from the EU.
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