全球股市飙升至历史新高,日本股市领涨,欧洲和美国市场紧随其后,股市上涨由欧洲一些积极的PMI数据以及英伟达利润大幅增长带动。 尽管德国制造业PMI仍处于深度收缩模式,但欧洲服务业PMI重回扩张模式,部分提振了市场信心。 过去几十年来,高能源价格摧毁了依靠廉价能源的行业,德国制造业继续遭受破坏性的去工业化。 此外,受降息前景和成功战胜通胀预期的推动,股市上涨至创纪录水平。 美元保持稳定,欧元交投于1.0800附近,英镑交投至1.2650。
商品货币继续走强,复苏的纽元重回0.6200,而澳元则交投于0.6550附近。 受出口激增的推动,新西兰贸易数据正在改善,但进口仍然受到限制。 欧洲通胀继续下降,因此所有迹象都是积极的,尽管存在许多威胁,特别是在地缘政治方面。
Global equities zoomed to record highs, with Japan leading the way and Europe and the US markets following suit. Equities surged on some positive Services PMI data out of Europe, and a massive beat in Nvidia profits in the US. Services PMI in Europe moved back to expansion mode, boosting market confidence, although the German Manufacturing PMI remains in deep contraction mode. German manufacturing continues to suffer destructive de-industrialisation, as the high energy prices destroy the cheap energy fuelled industry, of the last couple of decades. Equities rallied to record levels, boosted by prospects of lower interest rates and a successful inflation war. The US Dollar was steady, with the EUR trading around 1.0800, while the GBP traded up to 1.2650.
Commodity currencies continued to prosper, with the resurgent NZD heading back towards 0.6200, while the AUD trades around 0.6550. NZ Trade data is on the improve, boosted by surging exports, while Imports remain constrained. European inflation continues to fall so all signs are positive, although there are many threats, especially on the Geo-Political fronts.