隔夜市场 市场逐步消化利率决议,预期今年降息1次

市场消化了最新的美联储利率决定,利率决议显示 2025 年降息的预期已增加至四次。美联储预计 2024 年只会降息一次,这将在今年晚些时候发生,具体取决于通胀的进展。美国通胀率稳定在较低水平,5 月份 CPI 降至 3.3%,而 PPI 收缩 0.2%。这让市场平静下来,美元走软。欧元回升至 1.0800,英镑升至 1.2760。欧盟工业生产今年收缩 3%,与德国、意大利和法国的严重疲软数据一致。
美元的走弱使商品货币反弹,澳元在 0.6600 上方盘整,而新西兰元回升至 0.6150 上方。澳大利亚失业率从 4.1% 回落至 4%,增加了 41,700 个全职工作岗位。澳大利亚将关注今天的通胀数据和消费者信心数据,而新西兰市场将关注商业采购经理人指数 (PMI) 数据和通胀。
Markets digested the latest Fed rate decision, noting the forward projections of interest rate cuts for 2025 had increased to four in 2025. The Fed expects only one cut in 2024 and this will come later in the year, determined by the progress on inflation. Inflation in the US settled lower, with the CPI drifting to 3.3%, while the PPI contracted 0.2% for May. This has calmed markets and allowed the US Dollar to soften. The EUR regained 1.0800, while the GBP was boosted to 1.2760. EU Industrial Production contracted 3% for the year, in line with the seriously weak numbers out of Germany, Italy and France.
The weaker reserve allowed the commodity currencies to bounce back, with the AUD consolidating above 0.6600, while the NZD pushed back above 0.6150. Australian Unemployment fell back to 4%, from 4.1%, with 41,700 full-time jobs added. Australia will be watching todays inflations readings and consumer confidence data, while NZ markets will focus on Business PMI numbers and inflation.
en_NZEnglish (New Zealand)
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