一系列经济数据的发布影响了市场走向，其中英国预算主导了市场。这是新工党政府的首份预算，这份预算提高了税收、借贷和支出。目前，英国的税收水平已达到 GDP 的 38.2%，创历史新高。这推高了英国政府债券收益率，给英镑增加了下行压力，英镑跌至 1.2940，但随后因美元暴跌而回升。欧盟 GDP 出人意料地攀升，第三季度增长 0.4%，超出预期。德国 GDP 增长重回正值，或许避免了长期技术性衰退，但同时通胀又开始上升。欧元受此消息影响上涨至 1.0870，市场仍然紧张。
美国 ADP 报告称私营部门就业增长强于预期，但美国 GDP 弱于预期。距离关键的总统大选不到一周，GDP 增长率从 3% 下滑至 2.8%。澳大利亚通胀率回落至 2.8%，这是一个好消息，但澳大利亚央行对通胀和利率的态度仍然非常强硬。商品货币趋于稳定，澳元保持在 0.6600 以下，而新西兰元有望重回 0.6000 的“整数”。当地市场将密切关注日本央行的利率决定。
A slew of global economic data influenced market direction, with the UK budget dominating markets there. The Budget was the first of the new Labour Government and raised taxes, borrowing and spending. Tax levels in the UK have reached 38.2% of GDP, the highest on record. This pushed UK Gilts yields higher and added downward pressure to the GBP, which slumped to 1.2940, but later recovered as the US Dollar took a dive. EU GDP surprised many and climbed, rising 0.4% for Q3, beating expectations. German GDP growth moved back into positive territory, perhaps avoiding an extended technical recession, but inflation is back on the rise. The EUR jumped on the news, rising to 1.0870, but markets remain nervous.
US ADP reported a stronger than expected jobs growth in the private sector, but US GDP was weaker than expected. GDP growth slipped from 3%, to 2.8%, less than a week from the crucial Presidential Elections. Australian inflation tumbled back to 2.8%, which was welcome news, but the RBA remain extremely hawkish on inflation and rate cuts. The commodity currencies stabilised, with the AUD holding below 0.6600, while the NZD looks to regain the ‘Big Figure’ of 0.6000. Local markets will be watching the Bank of Japan’s interest rate decision closely.
美国 ADP 报告称私营部门就业增长强于预期，但美国 GDP 弱于预期。距离关键的总统大选不到一周，GDP 增长率从 3% 下滑至 2.8%。澳大利亚通胀率回落至 2.8%，这是一个好消息，但澳大利亚央行对通胀和利率的态度仍然非常强硬。商品货币趋于稳定，澳元保持在 0.6600 以下，而新西兰元有望重回 0.6000 的“整数”。当地市场将密切关注日本央行的利率决定。
A slew of global economic data influenced market direction, with the UK budget dominating markets there. The Budget was the first of the new Labour Government and raised taxes, borrowing and spending. Tax levels in the UK have reached 38.2% of GDP, the highest on record. This pushed UK Gilts yields higher and added downward pressure to the GBP, which slumped to 1.2940, but later recovered as the US Dollar took a dive. EU GDP surprised many and climbed, rising 0.4% for Q3, beating expectations. German GDP growth moved back into positive territory, perhaps avoiding an extended technical recession, but inflation is back on the rise. The EUR jumped on the news, rising to 1.0870, but markets remain nervous.
US ADP reported a stronger than expected jobs growth in the private sector, but US GDP was weaker than expected. GDP growth slipped from 3%, to 2.8%, less than a week from the crucial Presidential Elections. Australian inflation tumbled back to 2.8%, which was welcome news, but the RBA remain extremely hawkish on inflation and rate cuts. The commodity currencies stabilised, with the AUD holding below 0.6600, while the NZD looks to regain the ‘Big Figure’ of 0.6000. Local markets will be watching the Bank of Japan’s interest rate decision closely.
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