隔夜市场 欧洲经济大踏步衰退

美国市场因长周末而休市，本周开局变化缓慢。 继德国GDP数据公布后，欧洲市场大幅下跌，德国GDP去年收缩0.3%，反映出“欧洲发动机室”所处的黑暗位置。经济不景气在2024年会进一步恶化，大量农民和卡车司机的抗议导致德国主要城市关闭。 欧盟工业生产收缩 0.3%，年化增长率为负 2.6%，凸显了席卷欧洲的经济问题。 欧元走低，交易至1.0920，而英镑则下滑至1.2720。 商品货币继续缺乏青睐，澳元跌破0.6650，而纽元则跌破0.6200。 国内市场将关注将于今天上午发布的新西兰商业信心数据，同时也将分析澳大利亚消费者信心数据和通胀数据。
A slow start to the trading week as US markets were closed for a long weekend. European markets dipped sharply, following German GDP numbers, showing a contraction of 0.3% for the last year, reflecting the dark place the ‘engine-room of Europe’ is in. The economic malaise is only degenerating in the 2024 year, with massive farmer and truck driver protests closing down major German cities. EU Industrial Production contracted 0.3%, and minus 2.6% annualised, emphasising the economic problems engulfing Europe. The EUR drifted lower, trading 1.0920, while the GBP slipped to 1.2720.
Commodity currencies continued to lack favour, with the AUD falling below 0.6650, while the NZD ventured below 0.6200. Domestic markets will follow NZ Business Confidence data, due for release this morning, while Australian Consumer Confidence numbers and inflation data will also be under analysis.