美联储会议纪要证实,美联储加息“暂停”可能是短暂的。 会议纪要显示,成员们一致同意暂停,以评估迄今为止实施的连续紧缩的影响。 当前通胀仍远高于2%的目标区间上限,因此联储表示将会有更多加息,但“加息速度会较慢”。 此前,美联储主席鲍威尔在国会作证以及欧洲央行在葡萄牙举行的央行行长会议上均展示出了鹰派态度。 受此消息影响,股票市场转为负面,债券收益率飙升。 这给美元带来了一些上涨动力,推动欧元回到1.0900下方,而英镑则跌至1.2700下方。
亚洲和欧洲的 PMI 数据也非常消极。 经济衰退压力开始产生影响,经济活动放缓,而劳动力市场仍然紧张。 市场焦点将转向美国劳动力市场,未来几天美国将公布一系列就业数据,以周五的非农就业数据最为重要。 在美联储开始认为他们可以扭转通胀趋势和放松货币政策之前,紧张的劳动力市场必须先得到缓解。 美元走强推动商品货币走低,澳元跌至0.6650,而纽元则回落至0.6200下方。
The Fed minutes confirmed that the Fed’s ‘pause’ on interest rate hikes, may be short-lived. The minutes revealed members unanimously agreed to the pause, to evaluate the impact of the long list of rate rises, imposed so far. Inflation remains well-above the 2% upper target range, so the Central Bank indicated there will be more rate rises but coming at a ‘slower rate’. This follows hawkish confirmations from the Federal Reserve Chairman Powell, in testimony before Congress and at the latest Central Bankers meeting in Portugal, hosted by the ECB. Equity markets turned negative, on the news, and bond yields spiked. This gave some upward momentum to the US Dollar, pushing the EUR back below 1.0900, while the GBP slipped under 1.2700.
PMI data across Asia and Europe was also very negative. The recessionary pressures are beginning to take toll, slowing economic activity, while labour markets remain tight. Market focus will turn to the US Labour markets, with a slew of Employment data releases due out in the US in the next couple of days, culminating in the Non-Farm Payrolls Friday. The tight labour market must ease before the Fed will even begin to feel they can turn around inflation and monetary policy. The firmer reserve pushed the commodity currencies lower, with the AUD falling to 0.6650, while the NZD dropped back below 0.6200.
亚洲和欧洲的 PMI 数据也非常消极。 经济衰退压力开始产生影响,经济活动放缓,而劳动力市场仍然紧张。 市场焦点将转向美国劳动力市场,未来几天美国将公布一系列就业数据,以周五的非农就业数据最为重要。 在美联储开始认为他们可以扭转通胀趋势和放松货币政策之前,紧张的劳动力市场必须先得到缓解。 美元走强推动商品货币走低,澳元跌至0.6650,而纽元则回落至0.6200下方。
The Fed minutes confirmed that the Fed’s ‘pause’ on interest rate hikes, may be short-lived. The minutes revealed members unanimously agreed to the pause, to evaluate the impact of the long list of rate rises, imposed so far. Inflation remains well-above the 2% upper target range, so the Central Bank indicated there will be more rate rises but coming at a ‘slower rate’. This follows hawkish confirmations from the Federal Reserve Chairman Powell, in testimony before Congress and at the latest Central Bankers meeting in Portugal, hosted by the ECB. Equity markets turned negative, on the news, and bond yields spiked. This gave some upward momentum to the US Dollar, pushing the EUR back below 1.0900, while the GBP slipped under 1.2700.
PMI data across Asia and Europe was also very negative. The recessionary pressures are beginning to take toll, slowing economic activity, while labour markets remain tight. Market focus will turn to the US Labour markets, with a slew of Employment data releases due out in the US in the next couple of days, culminating in the Non-Farm Payrolls Friday. The tight labour market must ease before the Fed will even begin to feel they can turn around inflation and monetary policy. The firmer reserve pushed the commodity currencies lower, with the AUD falling to 0.6650, while the NZD dropped back below 0.6200.