美国6 月份CPI回落至年化 3.0%，低于预期。这一结果加上劳动力市场疲软，将为美联储降息开绿灯。美联储目前预计将在 9 月份开始降息，这也提振了本已炙手可热的股市。英国 6 月份 GDP 增长 0.4%，超过预期，工业和制造业生产均转为正值。这些都是近期罕见的利好指标，对新工党领导的政府来说是一个可喜的开端。英镑对这一消息反应迅速，飙升至 1.2900 以上，而欧元则保持在 1.0800。
日元在触及 161.76 的历史低点后强势反弹，一度升至 157.41，这几乎肯定是日本央行干预的结果。日元一直在测试历史低点，试探日本央行的底线，尽管通胀水平上升可能导致日本央行加息。美元走软使澳元回升至 0.6800，而陷入困境的新西兰元则有望收复 0.6100。
US inflation fell back to an annualised 3.0%, in June, lower than expected. This directional move, on top of the softer labour market will give the Fed the green light for rate cuts. The Federal Reserve is now expected to begin to cut interest rates in September, which is also a boost, to an already red-hot equity market. UK GDP jumped 0.4% for June, beating expectations, while both Industrial and Manufacturing Production turned positive. These are historical measures but a welcome start for the new Labour led Government. The GBP lapped up the news, surging above 1.2900, while the EUR held 1.0800.
The Yen rebounded strongly after reaching record low levels of 161.76, to trade up as high as 157.41, which was almost certainly a result intervention from the Bank of Japan. The Yen has been testing record lows, begging for support from the Bank of Japan, although rising inflation levels may force the Bank of Japan to raise interest rates. The softer reserve allowed the AUD to push back towards 0.6800, while the embattled NZD looks to recover 0.6100.
日元在触及 161.76 的历史低点后强势反弹，一度升至 157.41，这几乎肯定是日本央行干预的结果。日元一直在测试历史低点，试探日本央行的底线，尽管通胀水平上升可能导致日本央行加息。美元走软使澳元回升至 0.6800，而陷入困境的新西兰元则有望收复 0.6100。
US inflation fell back to an annualised 3.0%, in June, lower than expected. This directional move, on top of the softer labour market will give the Fed the green light for rate cuts. The Federal Reserve is now expected to begin to cut interest rates in September, which is also a boost, to an already red-hot equity market. UK GDP jumped 0.4% for June, beating expectations, while both Industrial and Manufacturing Production turned positive. These are historical measures but a welcome start for the new Labour led Government. The GBP lapped up the news, surging above 1.2900, while the EUR held 1.0800.
The Yen rebounded strongly after reaching record low levels of 161.76, to trade up as high as 157.41, which was almost certainly a result intervention from the Bank of Japan. The Yen has been testing record lows, begging for support from the Bank of Japan, although rising inflation levels may force the Bank of Japan to raise interest rates. The softer reserve allowed the AUD to push back towards 0.6800, while the embattled NZD looks to recover 0.6100.
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