隔夜市场 联储维持利率不变,准备9月降息

美联储维持利率不变,声明通胀正朝着正确的方向发展,并考虑在 9 月份降息。这足以让股市强劲反弹,美元走软。美联储主席鲍威尔还谈到劳动力市场疲软,最新的 ADP 就业报告证实了这一点。经济增长依然强劲,美联储面临的困境是平衡通胀压力,就像欧洲的情况一样。欧洲央行开始降息,本周发布的最新通胀数据显示通胀趋势出现逆转。通胀转为正值,扭转了近期的一系列下跌趋势,这一趋势在最新的欧盟数据中得到了证实,此前法国、意大利、德国和波兰的通胀数据均有所上升。美元走弱使欧元升至 1.0820,而英镑在今晚英国央行利率决定前交易至 1.2850。
日本央行将利率上调 0.25%,同时承认了 7 月份大规模货币干预,以支撑日元。日本的通货膨胀率飙升,货币也随之下跌。日本央行还有很多工作要做。美元走软使得新西兰元在商业信心增强的推动下反弹至 0.5950,而澳元则稳定在 0.6550 左右。市场注意力转向今晚的英国央行 IRD 和重要的非农就业数据。
The Fed left rates unchanged, noting that inflation was heading in the right direction, and they were considering rate cuts in September. This was enough for equity markets to rally strongly and the US Dollar to soften. Fed Chairman Powell also spoke of a weaker labour market, as confirmed by the latest ADP Jobs report, while economic growth remains strong. The quandary the Fed has, is to balance inflationary pressures, as seen in Europe. The ECB began rate cuts and the latest inflation numbers, released this week, shows a reversal in inflation trends. Inflation turned positive, reversing a string of recent falls, and this trend was confirmed in the latest EU data, following rises France, Italy, Germany and Poland. The weaker US Dollar allowed the EUR to rise to 1.0820, while the GBP traded 1.2850 ahead of the Bank of England rate decision tonight.
The Bank of Japan raised interest rates by 0.25%, also confirming massive currency intervention in July, to support the Yen. Japan has seen a spike in inflation and a corresponding fall in the currency. The Bank of Japan has a lot of work to do. The softer reserve allowed the NZD to bounce to 0.5950, boosted by stronger Business Confidence, while the AUD stabilised around 0.6550. Market attention now turns to the Bank of England IRD tonight, and the important Non-Farm Payrolls.
en_NZEnglish (New Zealand)
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