隔夜市场 美国CPI数据符合预期,市场上涨

美国通胀数据稳定,符合市场预期,CPI降至 3.4%。 在近期通胀回升并影响未来几个月降息预期之后,CPI数据对市场来说是值得欢迎的。 降息前景提振了市场信心,债券收益率暴跌,股市攀升至创纪录水平。 美国零售销售持平,而欧洲 GDP 增长数据证实经济恢复增长并摆脱技术性衰退。 法国和欧洲的通胀继续回落至目标区间水平,使得降息的可能性越来越大。 美国通胀和债券收益率疲软导致美元走软,欧元回升至1.0870,而英镑则飙升至1.2675。
欧洲和美国的通胀和经济增长数据迫使储备金走低,增加了商品货币的上涨动力,纽元飙升至0.6100,而澳元则突破0.6650。 市场情绪正在变得更加强劲,而通胀压力似乎正在下降,虽然澳大利亚预算表明了财政政策即将展开。
US inflation was steady, meeting market expectations, drifting lower to 3.4%. This was a welcome relief to markets, following recent spikes back upwards in inflation and boosting speculation for rate cuts in the coming months. Prospects of rate cuts raised confidence in markets, with bond yields tumbling and the equity markets climbing into record territory. US Retail Sales were flat, begging for rates cuts, while European GDP growth numbers confirmed the move back to growth and away from the technical recession. Inflation in France and Europe continues to fall back towards target band levels, making the prospects of rate cuts, more and more likely. The softer inflation and bond yields in the US translated into a weaker US Dollar, with the EUR jumping back up to 1.0870, while the GBP spiked to 1.2675.
The inflation and growth numbers from Europe and the USA forced the reserve lower adding to upward momentum in the commodity currencies, with the NZD surging to 0.6100, while the AUD blew through 0.6650. Market sentiment is getting stronger, while inflationary pressures appear to be on the decline, although the Australian Budget signalled a penchant for further inflationary fiscal largesse.
en_NZEnglish (New Zealand)
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