隔夜市场 消化美联储加息预期

本周交易开局平静,没有发布什么经济数据。 鲍威尔警告未来存在通胀压力,并愿意进一步加息。股市消化了美联储主席杰克逊霍尔的讲话,认为这符合预期范围。  本周,欧洲和美国将公布主要通胀数据,市场将对通胀变化进行检验。 如果通胀确实持续居高不下,那么市场就会做出反应,债券收益率处于或接近高位,这可能会带来麻烦。 美国就业数据也将成为焦点,本周将发布四份主要报告,最后以周五的非农就业数据为终点,欧元有望守住1.0800,而英镑则试图重回1.2600。

 
商品货币仍面临压力,澳元艰难守住 0.6400,而纽元则有望重回 0.5900。 国际力量可能会在本交易周最初的1-2天推动这些货币的上涨。

A quiet start to the weeks trade, with little economic data released. Equity markets digested the Fed Chairman’s Jackson Hole address, and came to the conclusion, that it was in line with expectation. Powell warned of future inflationary pressures and a willingness to further raise rates, so it was each way bet. Markets will put this to the test this week, with major inflationary data releases, in both Europe and the US. If inflation does persist at stubbornly high levels, then markets will react, and with bond yields trading at or near highs, this could spell trouble. US equities rallied to open the week, and bonds and currencies remained fairly stable. US employment data will also be in focus, with four major reports out the week, leading off with the Jolts report and culminating in Friday’s Non-Farm Payrolls. The EUR looks to hold onto 1.0800, while the GBP attempts to regain 1.2600.
 
The commodity currencies remain under pressure, with the AUD struggling to hold 0.6400, while the NZD looks to regain 0.5900. International forces are likely to drive these currencies early in the trading week.
 

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