隔夜市场 美国CP符合预期,为联储开启降息周期开了绿灯

美国CPI降至 2.5% ,符合预期,为美联储开启降息周期开了绿灯。通胀符合预期但仍高于目标水平,市场目前期望联储降息50 个基点,联储则会思考是否应该采取激进的决策。欧洲央行可能明晚再次降息,因为欧洲经济区经济衰退,急需刺激。英国经济数据令人失望,GDP 增长持平,工业和制造业生产均保持严重负增长。欧元回落,目前正下行测试 1.1000,而英镑跌至 1.3030。
美国 CPI 数据增加了美国降息的可能性,扩大了与澳大利亚的利差,从而隔夜提振了澳元。澳元重回 0.6650,相对于大多数主要交叉汇率,澳元似乎将凭借利差进一步占据优势,而新西兰元则努力维持在 0.6100 以上。市场注意力现在转向欧洲央行及其今天晚些时候的最新货币政策决定。
US inflation dipped to 2.5% p.a., in line with expectations, green lighting the Fed to begin the rate cut cycle. The subdued inflation rate remains above the target levels but will encourage the Fed to begin the cycle of rate cuts, even considering the market encouraged 50 basis points. The ECB will probably cut interest rates again tomorrow night, as recessionary conditions prevail in the European economic zone, much in need of stimulus. UK economic data disappointed, with GDP growth flat and industrial and manufacturing production, both remaining heavily negative. The EUR slipped back and is now testing 1.1000, to the downside, while the GBP eased to 1.3030.
The US CPI number increased the likelihood of rate cuts in the US, increasing the interest rate differential with Australia, thereby boosting the AUD overnight. The AUD regained 0.6650 and looks set to have further advantage with interest rate differentials, vis-a-vis most of the major cross-rates, while the NZD struggled to hold above 0.6100. Market attention now turns to the ECB and their latest monetary policy decision, later today.
en_NZEnglish (New Zealand)
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