隔夜市场 美国CPI转为上行但市场选择忽视

美国通胀率基本符合预期,2024 年 2 月CPI 上升至 3.2%。市场完全忽视了方向上变化,股市再次上涨,创出历史新高。 由于对美联储 2024 年 6 月降息的预期依然存在,通胀转为上升被忽视并被视为异常现象。英国就业数据弱于预期,就业岗位减少 21,000 个,总体失业率升至 3.9%。 这缓解了英国央行的压力,并可能让该行考虑在 6 月份跟随美联储降息。 债券收益率和美元走势蜿蜒,欧元交投于1.0900附近,而英镑则回落至1.2800下方。
稳定的储备使得澳元交易于 0.6600 附近,而纽元则回落至 0.6150 以下。 新西兰信用卡支出低于预期,收缩 1.8%,而澳大利亚建筑许可支出则收缩 1%。 尽管住房严重短缺,但由于高昂的成本仍然是一个障碍,澳大利亚的建筑许可证一段时间以来一直大幅下降。 通胀水平上升应该引起市场的关注,但“牛市思维”牢牢占据主导地位,至少目前如此。
The US inflation rate was broadly in line with expectations, rising to 3.2%, for the year end February 2024. Markets completely ignored the directional change and equities charged upwards, once again, towards record highs. The directional moves upwards in inflation is being ignored and treated as an aberration, as expectations remain for a Fed interest rate cut in June 2024. UK Employment data was softer than expected, with 21,000 less jobs and the headline Unemployment rate rose to 3.9%. This eases the pressure on the Bank of England and may enable the Bank to consider rate cuts in June, following the Federal Reserve. Bond yields and the US Dollar meander along, with the EUR trading around 1.0900, while the GBP slipped back below 1.2800.
The stable reserve allowed the AUD to trade around 0.6600, while the NZD drifted back below 0.6150. NZ Credit Card Spending was softer than expected, contracting 1.8%, while Australian Building Permits contracted by 1%. Australian Building Permits have been sharply lower for some time, despite a desperate housing shortage, as prohibitive costs remain a barrier. Elevated inflation levels should be concerning markets, but the ‘Bulls’ are firmly in charge, at least for now.
en_NZEnglish (New Zealand)
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