经合组织大幅上调了英国的经济增长预测。预期其2024 年增长由 0.4% 提高到 1%，而 2025 年将从 1% 提高到 1.2%。这反映了英国最近发布的经济数据中出现的改善，但这也很可能是受到新工党政府的财政计划的影响，其预算将于下个月公布。瑞典中央银行将利率下调了 25 个基点，并表示今年可能还会再降息两次。各国央行正在努力刺激经济活动，帮助欧洲摆脱衰退，同时防止美国陷入衰退。美国目前的重点是经济增长，最新的 GDP 数据（将于今晚公布）将说明一切。美元全线上涨，欧元回落至 1.1140，英镑跌至 1.3330。
美元走强抑制了商品货币的涨势，纽元回落至 0.6270，澳元则跌至 0.6830。昨天公布的澳大利亚最新通胀数据好于预期。总体通胀率从 3.5% 降至 2.7%，这将让包括澳大利亚央行在内的许多人感到振奋。澳大利亚央行一直坚定不移地执行消除顽固通胀的政策，这将是一个好消息。现在，所有人的目光都转向美国经济增长，而地缘政治也带来威胁。
The OECD sharply upgraded the UK’s economic growth forecasts. The expected performance was expected to improve from 0.4% in 2024 to 1%, while 2025, the performance is expected to improve from 1% to 1.2%. This reflects the recent improvement in economic data coming out from the UK but may well be impacted by the financial plan of the new Labour Government, with the budget due next month. The Swedish Central ‘Riksbank’, cut rates by 25 basis points and flagged two more probable rate cuts, this calendar year. Central Banks are on a charge, to stimulate economic activity and lift Europe out of recession, while preventing one in the US. The focus in the US is now economic growth and the latest GDP number (due out tonight), will tell a story. The US Dollar gained ground across the board, with the EUR drifting back to 1.1140, while the GBP fell to 1.3330.
The stronger reserve curbed commodity currency gains, with the NZD falling back to 0.6270, while the AUD dropped to 0.6830. The latest inflation data out of Australia, released yesterday, was better than expected. The headline rate fell from 3.5% to 2.7%, which will hearten many, including the RBA. The RBA have been steadfast in their policy to wipe out stubborn inflation and this will be welcome news. All eyes now turn to growth in the US, while Geo-Politics threaten.
美元走强抑制了商品货币的涨势，纽元回落至 0.6270，澳元则跌至 0.6830。昨天公布的澳大利亚最新通胀数据好于预期。总体通胀率从 3.5% 降至 2.7%，这将让包括澳大利亚央行在内的许多人感到振奋。澳大利亚央行一直坚定不移地执行消除顽固通胀的政策，这将是一个好消息。现在，所有人的目光都转向美国经济增长，而地缘政治也带来威胁。
The OECD sharply upgraded the UK’s economic growth forecasts. The expected performance was expected to improve from 0.4% in 2024 to 1%, while 2025, the performance is expected to improve from 1% to 1.2%. This reflects the recent improvement in economic data coming out from the UK but may well be impacted by the financial plan of the new Labour Government, with the budget due next month. The Swedish Central ‘Riksbank’, cut rates by 25 basis points and flagged two more probable rate cuts, this calendar year. Central Banks are on a charge, to stimulate economic activity and lift Europe out of recession, while preventing one in the US. The focus in the US is now economic growth and the latest GDP number (due out tonight), will tell a story. The US Dollar gained ground across the board, with the EUR drifting back to 1.1140, while the GBP fell to 1.3330.
The stronger reserve curbed commodity currency gains, with the NZD falling back to 0.6270, while the AUD dropped to 0.6830. The latest inflation data out of Australia, released yesterday, was better than expected. The headline rate fell from 3.5% to 2.7%, which will hearten many, including the RBA. The RBA have been steadfast in their policy to wipe out stubborn inflation and this will be welcome news. All eyes now turn to growth in the US, while Geo-Politics threaten.
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