隔夜市场 欧洲通胀大幅下降

整个欧元区的通胀继续下滑,西班牙和德国的通胀大幅下降。 德国通胀率暴跌至3.2%,远低于预期,推动欧洲股市进一步上涨。 美国的情况也是如此,美联储现在可能考虑在明年上半年降息,进一步推动股市 11 月的强劲反弹。 美国GDP增速从2.1%跃升至5.2%,这主要归功于巨额财政支出。 欧洲和美国债券收益率继续下跌,而美元小幅走强。 欧元跌至1.1000下方,英镑跌至1.2700下方。

新西兰联储维持利率不变,但在相关评论中相当鹰派,称如果通胀持续持续,则有进一步加息的空间。 这引发了新西兰元的反弹,飙升至0.6200,但美元的反弹使得纽元回落至0.6150下方。 受鸽派月度通胀报告的推动,澳元走强,回落至 0.6600。 市场等待美联储褐皮书。


Inflation continues to tumble across the Eurozone, with sharp falls in Spain and across Germany. German inflation plunged to 3.2%, well below expectations and prompting further advances in European equity markets. This was the case in the US also, as the Fed may now be looking at rate cuts in the New Year, further boosting the strong November rally in equities. US GDP growth jumped to 5.2%, from 2.1%, largely due to the massive fiscal spending. Bond Yields continued to fall across Europe and the US, while the USD firmed slightly. The EUR slipped back below 1.1000, while the GBP fell back under 1.2700.

The RBNZ left rates unchanged, but was rather hawkish in the associated commentary, citing room for further rate rises if inflation remains persistent. This triggered a rally in the NZD, which surged to 0.6200, but the rally in the reserve allowed the KIWI to settle back below 0.6150. The AUD suffered the firmer USD, slipping back to 0.6600, aided by a dovish monthly inflation report. Markets await the Fed’s Beige Book.

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