欧洲和美国股市继续上涨，而债券收益率和美元则走低。 美联储主席鲍威尔重申了限制性货币政策的必要性，称利率“需要在较长时间内保持高位”。 2023年美国通胀急剧下降的趋势已经停止，通胀再次开始上升。 最新的 PPI 数据高于预期，4 月份上涨 0.5%，这对于今晚发布的最新 CPI 数据来说可能是一个坏兆头。 在欧洲，德国和西班牙的通胀率小幅走高，但债券收益率保持稳定，因为预计降息宜早不宜迟。 美元走软，使得欧元升至1.0780，而英镑则升至1.2600。
美元走软使得商品货币继续复苏，澳元在0.6600上方盘整，而纽元则上涨至0.6030。 新西兰信用卡支出弱于预期，日本 PPI 通胀数据高于预期。 日元重新回到危险区域，升至156.50，债券收益率也在上升。 日本和日元的问题正接近危机点，需要日本央行和政府在财政层面进行干预。 现在所有的目光都转向将于今晚公布的美国消费者物价指数 (CPI) ，预计该数据将处于高位。
Equities in Europe and the US continue to rise, while bond yields and the US Dollar drift lower. The Federal Reserve Chairman Powell has restated the need for restrictive monetary policy, saying interest rates ‘needed to remain elevated for an extended period’. The precipitous fall in inflation in 2023, has halted and inflation has begun to rise again in the US. The latest PPI number came in higher than expected, rising 0.5% for April, which may be a bad omen coming into tonight’s release of the latest CPI number. In Europe both German and Spanish inflation inched higher, but bond yields remain steady, as interest rate cuts are expected sooner rather than later. The US Dollar was softer and allowed the EUR to push up to 1.0780, while the GBP heads towards 1.2600.
The softer reserve allowed the recovery in commodity currencies to continue, with the AUD consolidating above 0.6600, while the NZD pushed up towards 0.6030. NZ Credit Card spending was weaker than expected and Japanese PPI inflation numbers, were higher than expected. The Japanese Yen pushed back into dangerous territory, up to 156.50, with bond yields also on the rise. The problems in Japan and with the Yen, are approaching crises point, and will need serious intervention from the Bank of Japan and the Government, on a fiscal level. All eyes now turn to the US CPI inflation number, due out tonight, which is expected to be hot.
美元走软使得商品货币继续复苏，澳元在0.6600上方盘整，而纽元则上涨至0.6030。 新西兰信用卡支出弱于预期，日本 PPI 通胀数据高于预期。 日元重新回到危险区域，升至156.50，债券收益率也在上升。 日本和日元的问题正接近危机点，需要日本央行和政府在财政层面进行干预。 现在所有的目光都转向将于今晚公布的美国消费者物价指数 (CPI) ，预计该数据将处于高位。
Equities in Europe and the US continue to rise, while bond yields and the US Dollar drift lower. The Federal Reserve Chairman Powell has restated the need for restrictive monetary policy, saying interest rates ‘needed to remain elevated for an extended period’. The precipitous fall in inflation in 2023, has halted and inflation has begun to rise again in the US. The latest PPI number came in higher than expected, rising 0.5% for April, which may be a bad omen coming into tonight’s release of the latest CPI number. In Europe both German and Spanish inflation inched higher, but bond yields remain steady, as interest rate cuts are expected sooner rather than later. The US Dollar was softer and allowed the EUR to push up to 1.0780, while the GBP heads towards 1.2600.
The softer reserve allowed the recovery in commodity currencies to continue, with the AUD consolidating above 0.6600, while the NZD pushed up towards 0.6030. NZ Credit Card spending was weaker than expected and Japanese PPI inflation numbers, were higher than expected. The Japanese Yen pushed back into dangerous territory, up to 156.50, with bond yields also on the rise. The problems in Japan and with the Yen, are approaching crises point, and will need serious intervention from the Bank of Japan and the Government, on a fiscal level. All eyes now turn to the US CPI inflation number, due out tonight, which is expected to be hot.
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