隔夜市场 特朗普宣布上任初始关税计划 市场震动

特朗普宣布将在上任第一天对中国、墨西哥和加拿大征收关税,欧洲和亚洲市场因此受到震动。欧洲也将面临大幅关税上调,市场也开始对此进行消化。货币汇价受到了影响,欧元暴跌至 1.0430,英镑则跌至 1.2510。关税将损害贸易,欧盟是最大的关税征收国之一,因此将成为特朗普政府关注的焦点。美联储可能会以关税可能推高通胀为借口,放缓降息周期。
贸易敞口较大的商品货币将受到关税上调的极大影响,当地货币也反映了这一点。澳元暴跌至 0.6440,新西兰元回落至 0.5800,新西兰联储今天将公布关键的利率决定。预计利率将下调 50 个基点,这将导致利率差异和影响交叉汇率。
European and Asian markets were shaken by the announcement from Trump that he would impose tariff increases on China, Mexico and Canada on day one. The Europeans will also be in line for big tariff increases and markets are starting to build this in. The currencies are feeling the impact, with the EUR plunging to 1.0430, while the GBP slumped to 1.2510. Tariffs will hurt trade and the EU are amongst the largest imposers of tariffs and will thus become a focus of the Trump administration. The Fed may use the excuse that tariffs may bolster inflation to slow the rate cut cycle.
The heavily trade exposed commodity currencies will be impacted greatly by any increase in tariffs and the local currencies reflected that. The AUD crashed to 0.6440, while the NZD slipped back towards 0.5800, ahead of the key RBNZ Interest Rate Decision today. Rates are expected to be cut by up to 50 basis points, so this will impact interest rate differentials and trading partners cross rates.
en_NZEnglish (New Zealand)
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