隔夜市场 油价继续上涨 对通胀构成压力

由于通胀担忧持续存在,美国股市继续下跌。 能源价格再次飙升,推高通胀压力。 俄罗斯和沙特阿拉伯削减全球供应,油价突破 93 美元/桶。 俄罗斯禁止柴油出口,对能源危机雪上加霜。 能源价格是通货膨胀的主要触发因素,而且这种情况似乎正在加剧。 美国债券收益率继续飙升,创16年新高。 与英国央行和欧洲央行暂停加息相比,美联储明显准备好再次加息,这提供了有吸引力的利差。 这对非美货币造成了沉重打击,欧元跌破1.0500,而英镑则跌至1.2100。
美元汇率上升也损害了商品货币,澳元暴跌至0.6330,而纽元则跌破0.5900。 澳大利亚通胀数据对澳大利亚央行来说是一个警告信号。 在能源价格和租金飙升的推动下,消费者物价指数 (CPI) 升至 5.2%(移民大量增加引发)。澳大利亚央行任命了新行长米歇尔·布洛克 (Michele Bullock),他被派来解决通胀问题,但政治压力仍旧巨大,澳洲央行只能保持较低的利率,但面对通胀飙升,未来将被迫采取行动。今天将公布新西兰商业信心数据,这是对国内市场有影响力的数据。
US equities continue to tumble as inflation fears persist. Energy prices are soaring, once again, driving inflationary pressures. Oil blew through US$93/barrel, a direct result of cuts to global supplies by Russia and Saudi Arabia. To add to the crises, the Russian ban on diesel exports. Energy prices are a major trigger for inflation, and this appears to be on the march. US Bond Yields continue to surge, hitting fresh 16-year highs. The apparent readiness of the Fed, to once again raise rates, compared to the pause imposed by the Bank of England and the ECB, have served to offer attractive interest rate differentials. This has hit currencies hard, with the EUR plunging below 1.0500, while the GBP has crashed to 1.2100.
The rising reserve has also hurt the commodity currencies, with the AUD plunging to 0.6330, while the NZD has dipped below 0.5900. Australian inflation numbers were a warning sign o the RBA. CPI readings rose to 5.2%, fuelled by energy prices and surging rents, (sparked by a massive rise in immigration. The RBA has a new Governor, Michele Bullock, who was sent in to sort out the inflation problem. The political pressure is immense, for her to hold interest rates lower, but in the face of surging inflation, she will be forced to act. NZ Business Confidence data will be released today. This is an influential number for domestic markets. Global Markets will continue to focus on inflation and growth.
en_NZEnglish (New Zealand)
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