上周股市强劲上涨,欧洲和美国股市均创下历史新高。 尽管经济形势衰退且存在通胀问题,但股市仍继续散发出信心。 欧洲的通货膨胀正在通过国民经济陷入衰退来解决,最新的受害者是德国,该国确认第四季度经济增长萎缩为-0.3%。 CPI回落受到股票市场的欢迎,因为他们认为这是降息的先兆,而降息的前景推动股市上涨。 未来一周将公布欧洲和美国的通胀和国内生产总值增长的经济数据。 这些数字将决定市场方向并决定对央行降息的押注程度。 欧元本周开盘价将高于 1.0800,而英镑将回升至 1.2700。
考虑到股市的所有走势,货币市场相对平静,商品货币表现良好。 澳元交投于 0.6550 附近,而纽元则表现超常,在本周新西兰联储利率决定之前回升至 0.6200。 市场预计新西兰联储将维持利率不变,但任何鹰派言论都可能确保该货币继续受到支持。
Markets closed out a strong week of equity gains, with record levels in Europe and the USA. Share markets continue to exude confidence, despite recessionary economic conditions and inflation questions. Inflation in Europe is being addressed by driving the national economies into recession. The latest casualty is Germany, which confirmed a contraction of economic growth of minus 0.3%, for Q4. The deflation is welcome by share markets, as they see this as a precursor to interest rate cuts, the prospect of which drives the rally in equities. The coming week will be full of economic data reads of inflation and GDP growth, across Europe and the USA. The numbers will determine the market direction and drive Central Bank speculation. The EUR will open the week trading above 1.0800, while the GBP heads back towards 1.2700.
The currency markets have been relatively calm, considering all the action on equity markets, with the commodity currencies performing well. The AUD trades around 0.6550, while the NZD has overperformed, heading back towards 0.6200 ahead of this weeks RBNZ rate decision. The RBNZ is expected to leave rates unchanged, but any hawkish narrative, may well ensure continued support for the currency. Inflation and growth data remain key to market trading this coming week.
考虑到股市的所有走势,货币市场相对平静,商品货币表现良好。 澳元交投于 0.6550 附近,而纽元则表现超常,在本周新西兰联储利率决定之前回升至 0.6200。 市场预计新西兰联储将维持利率不变,但任何鹰派言论都可能确保该货币继续受到支持。
Markets closed out a strong week of equity gains, with record levels in Europe and the USA. Share markets continue to exude confidence, despite recessionary economic conditions and inflation questions. Inflation in Europe is being addressed by driving the national economies into recession. The latest casualty is Germany, which confirmed a contraction of economic growth of minus 0.3%, for Q4. The deflation is welcome by share markets, as they see this as a precursor to interest rate cuts, the prospect of which drives the rally in equities. The coming week will be full of economic data reads of inflation and GDP growth, across Europe and the USA. The numbers will determine the market direction and drive Central Bank speculation. The EUR will open the week trading above 1.0800, while the GBP heads back towards 1.2700.
The currency markets have been relatively calm, considering all the action on equity markets, with the commodity currencies performing well. The AUD trades around 0.6550, while the NZD has overperformed, heading back towards 0.6200 ahead of this weeks RBNZ rate decision. The RBNZ is expected to leave rates unchanged, but any hawkish narrative, may well ensure continued support for the currency. Inflation and growth data remain key to market trading this coming week.