欧洲市场和美国的焦点是通胀，以及对央行利率决策的影响。欧洲央行和英国央行都已开始降息周期，通胀压力随之上升，今晚英国消费者物价指数数据公布将进一步检验这一观点。现在另一关键问题是美联储是否会加入欧洲同行的行列，开始降息周期。昨晚的 PPI 数据低于预期，给美联储增加了降息压力。今晚将是一次重要数据美国CPI的发布，预计CPI会有所下降。英国劳动力市场仍然紧张，总体失业率从 4.4% 降至 4.2%。德国重要的 ZEW 经济景气报告进一步加剧了市场悲观情绪，预期的涨幅并未实现。欧元小幅上涨至 1.0930，英镑则跃升至 1.2860，因劳动力数据强于预期。
美元的下行，商品货币上涨，澳元跃升至 0.6630，而新西兰元则向 0.6080 迈进。在新西兰央行今天公布利率决定之前，新西兰元表现强劲，这可能表明预计不会降息。商品货币是顽固央行政策的受益者，与之对比的欧洲和美国的同行则在考虑放松利率。
The focus on European markets and in the US, is inflation, and the impact on rate decisions from Central banks. The ECB and Bank of England have both embarked on rate cutting cycles and a jump in inflationary pressures have followed. Further evidence of this will be tested in the release of UK CPI data tonight. The key question is whether the Fed will join their European counterparts and begin the rate cutting cycle. Last night the PPI number was weaker than expected, adding pressure to the Fed, to cut rates. Tonight, will be a stern test, with the release of the US CPI number, expected to ease. UK Labour markets remain tight, with the headline unemployment number falling to 4.2%, from 4.4%. The Important ZEW Economic Sentiment report in Germany, made for further grim reading, with expected gains not materialising. The EUR managed to edge up to 1.0930, while the GBP jumped to 1.2860, following the stronger than expected labour data.
Commodity currencies took advantage of an easing reserve, with the AUD jumping to 0.6630, while the NZD headed towards 0.6080. The strong performance of the KIWI, ahead of today’s interest rate decision from the RBNZ, may tell us no cuts are expected. The commodity currencies are beneficiaries of stubborn Central Banks, while their vaunted counterparts in Europe and the US consider easing rates.
美元的下行，商品货币上涨，澳元跃升至 0.6630，而新西兰元则向 0.6080 迈进。在新西兰央行今天公布利率决定之前，新西兰元表现强劲，这可能表明预计不会降息。商品货币是顽固央行政策的受益者，与之对比的欧洲和美国的同行则在考虑放松利率。
The focus on European markets and in the US, is inflation, and the impact on rate decisions from Central banks. The ECB and Bank of England have both embarked on rate cutting cycles and a jump in inflationary pressures have followed. Further evidence of this will be tested in the release of UK CPI data tonight. The key question is whether the Fed will join their European counterparts and begin the rate cutting cycle. Last night the PPI number was weaker than expected, adding pressure to the Fed, to cut rates. Tonight, will be a stern test, with the release of the US CPI number, expected to ease. UK Labour markets remain tight, with the headline unemployment number falling to 4.2%, from 4.4%. The Important ZEW Economic Sentiment report in Germany, made for further grim reading, with expected gains not materialising. The EUR managed to edge up to 1.0930, while the GBP jumped to 1.2860, following the stronger than expected labour data.
Commodity currencies took advantage of an easing reserve, with the AUD jumping to 0.6630, while the NZD headed towards 0.6080. The strong performance of the KIWI, ahead of today’s interest rate decision from the RBNZ, may tell us no cuts are expected. The commodity currencies are beneficiaries of stubborn Central Banks, while their vaunted counterparts in Europe and the US consider easing rates.
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