市场期待美联储主席鲍威尔在杰克逊霍尔研讨会上的重要讲话。市场对这次极其重要的讲话寄予厚望，希望鲍威尔确认“通胀之战”的胜利，并开启宽松周期。尽管有些紧张和各种警告，但市场预期仍然很高。美国债券收益率走高，反映出紧张情绪，美国股市则持续波动。欧洲和美国的PMI数据显示持续疲软，尤其是制造业，而大宗商品一直在走软。欧元回落至1.1100，而英镑近期的复苏停滞，跌至1.3100以下。
商品货币受美元站稳影响，澳元回落至0.6700，而新西兰元跌至0.6130。澳大利亚和日本的PMI初值好于预期，强于欧洲和美国。大宗商品价格的疲软开始反映在货币上。
Markets keenly await the major address of Federal Reserve Chairman, Powell, to the Jackson Hole Symposium. Markets are expecting a lot from this extremely important speech, looking for confirmation of victory over ‘the war on inflation’, and a look forward to an easing cycle for monetary policy. There will be warnings, but expectations remain high, despite some frayed nerves. US Bond Yields pushed higher, reflecting the nerves and US equities dipped lower, following a series of recent gains. PMI data across Europe and the US reflected continued weakness, especially in Manufacturing, while commodities have been softening. The EUR dipped back to 1.1100, while the GBP’s recent resurgence halted, slipping back below 1.3100.
Commodity currencies also suffered the firmer reserve, with the AUD falling back to 0.6700, while the NZD dropped to 0.6130. Australian and Japanese flash PMI was better than expected and stronger than that of Europe and the US. The weaker commodity prices have finally begun to be reflected in the currencies. All eyes are now turned to Jackson Hole.
商品货币受美元站稳影响，澳元回落至0.6700，而新西兰元跌至0.6130。澳大利亚和日本的PMI初值好于预期，强于欧洲和美国。大宗商品价格的疲软开始反映在货币上。
Markets keenly await the major address of Federal Reserve Chairman, Powell, to the Jackson Hole Symposium. Markets are expecting a lot from this extremely important speech, looking for confirmation of victory over ‘the war on inflation’, and a look forward to an easing cycle for monetary policy. There will be warnings, but expectations remain high, despite some frayed nerves. US Bond Yields pushed higher, reflecting the nerves and US equities dipped lower, following a series of recent gains. PMI data across Europe and the US reflected continued weakness, especially in Manufacturing, while commodities have been softening. The EUR dipped back to 1.1100, while the GBP’s recent resurgence halted, slipping back below 1.3100.
Commodity currencies also suffered the firmer reserve, with the AUD falling back to 0.6700, while the NZD dropped to 0.6130. Australian and Japanese flash PMI was better than expected and stronger than that of Europe and the US. The weaker commodity prices have finally begun to be reflected in the currencies. All eyes are now turned to Jackson Hole.
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