隔夜市场 新西兰央行为降息做好了准备

隔夜欧洲和美国市场的焦点是通胀,挪威和丹麦的报告显示 6 月份将继续降低利率。杰罗姆·鲍威尔 (Jerome Powell) 昨夜出现在国会面前,警告“不放宽利率”可能会损害经济增长,这几乎有点滑稽。作为美联储主席,他是可以控制放宽利率的人,然而他一直顽固地将利率维持在如此高的水平。鸽派言论进一步推动了股市,股市交易价格达到或接近历史高位。欧元交易价格在 1.0800 左右,而英镑已回落至 1.2800 以下。法国的政治谈判仍在继续,谁可以组建政府,但没有明确的联盟或前进的道路。
新西兰央行维持利率在 5.5% 不变,符合预期,但叙事发生了急剧转变。新西兰央行宣布通胀接近目标水平,并暗示即将降息。最后,对于长期受苦的债务人来说,算得上有一些好消息。 “鸽派”立场导致新西兰元下跌,跌回 0.6070,而澳元则在 0.6750 左右交易。日本通胀数据证实,该国通胀率正在上升,而中国通胀率则保持温和。
The focus in European and US markets overnight was inflation, with reports from Norway and Denmark reflecting continued easing in June. The appearance of Jerome Powell before Congress overnight warning of the ‘failure to ease interest rates’ could damage economic growth, was almost comical. As the Fed Chairman, he is the one in control of easing interest rates, which he has stubbornly held at these elevated levels. The dovish narrative was a further impetus to equity markets, that trade at, or near, record highs. The EUR traded around 1.0800, while the GBP has fallen back below 1.2800. Political negotiations continue in France, for who can form a government, but there are no clear alliances or a path forward.
The RBNZ held interest rates at 5.5%, as expected, but the narrative shifted sharply. The NZ Central Bank announced inflation was near target levels and suggested that interest rate cuts were on the way. Finally, there is some good news for the long-suffering debtors. The ‘dovish’ stance triggered falls in the NZD, which dropped back to 0.6070, while the AUD traded around 0.6750. Japanese inflation numbers confirmed inflation was on the rise, in the ‘land of the rising sun’, while Chinese inflation remains benign.
en_NZEnglish (New Zealand)
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