随着美国经济信心恢复，欧洲前景开始明朗，美国和欧洲股市继续强势反弹。美国 7 月份零售额飙升 1%，超出预期。美国的通胀数据让市场松了一口气，市场现在坚定地预计美联储将跟随其他主要央行开启降息周期。美国和欧洲经济的问题仍然存在，美国最新的工业和制造业生产数据证实了实体经济极端困难。英国 GDP 也符合预期，第二季度转为正值，显示出近期降息的影响。美元稳定，欧元兑美元汇率在 1.1000 左右，英镑兑美元汇率在 1.2850，紧随增长数据。
澳大利亚就业数据于昨天公布，好坏参半。就业增长强劲，但总体就业率跃升至 4.2%，因为参与率有所提高，这可能会打消澳大利亚央行跟随其他央行降息的念头。澳元回升至 0.6600 上方，而新西兰元在新西兰央行降息后挣扎于 0.6000 下方。日本 GDP 飙升 3.1%，超出预期，尽管日本仍面临严峻的经济和政治挑战。
US and European equity markets continued to roar back, with the US economic confidence returning and European prospects beginning to brighten. US Retail sales surged 1% for July, blowing away expectations and adding to the argument against a wounded consumer. The inflation number in the US was a big relief to markets, who now solidly expect the Fed to follow other major Central Banks and begin the cutting cycle for interest rates. Problems in the US and European economies remain, with the latest Industrial and Manufacturing Production numbers in the US, confirming extreme hardship.UK GDP also met expectations, turning positive for Q2, and showing the impact of recent rate cuts. The US Dollar was steady, with the EUR trading around 1.1000, while the GBP traded 1.2850, following the growth data.
The important Australian Employment data was released yesterday and was mixed. Job growth was strong, but the headline rate jumped higher to 4.2%, as the participation rate improved. This may discourage the RBA following the other Central Banks with rate cuts. The AUD pushed back above 0.6600, while the NZD struggled below 0.6000 following the RBNZ rate cuts. Japanese GDP surged 3.1%, blowing away expectations, although severe economic and political challenges remain in ‘the land of the rising sun’.
澳大利亚就业数据于昨天公布，好坏参半。就业增长强劲，但总体就业率跃升至 4.2%，因为参与率有所提高，这可能会打消澳大利亚央行跟随其他央行降息的念头。澳元回升至 0.6600 上方，而新西兰元在新西兰央行降息后挣扎于 0.6000 下方。日本 GDP 飙升 3.1%，超出预期，尽管日本仍面临严峻的经济和政治挑战。
US and European equity markets continued to roar back, with the US economic confidence returning and European prospects beginning to brighten. US Retail sales surged 1% for July, blowing away expectations and adding to the argument against a wounded consumer. The inflation number in the US was a big relief to markets, who now solidly expect the Fed to follow other major Central Banks and begin the cutting cycle for interest rates. Problems in the US and European economies remain, with the latest Industrial and Manufacturing Production numbers in the US, confirming extreme hardship.UK GDP also met expectations, turning positive for Q2, and showing the impact of recent rate cuts. The US Dollar was steady, with the EUR trading around 1.1000, while the GBP traded 1.2850, following the growth data.
The important Australian Employment data was released yesterday and was mixed. Job growth was strong, but the headline rate jumped higher to 4.2%, as the participation rate improved. This may discourage the RBA following the other Central Banks with rate cuts. The AUD pushed back above 0.6600, while the NZD struggled below 0.6000 following the RBNZ rate cuts. Japanese GDP surged 3.1%, blowing away expectations, although severe economic and political challenges remain in ‘the land of the rising sun’.
English (New Zealand) 
简体中文