英国央行对高于预期的通胀数据做出了剧烈反应,加息了 50 个基点。 英国的CPI指数证实通胀仍处于极高水平,核心通胀实际上还在进一步上升,这足以让央行采取行动。 英国央行表示,英国国债收益率正在全球金融危机水平附近交易,市场感受到痛苦,但还不够。真正的问题是央行后面已经白热化的印钞机。 挪威央行也加入其中,加息50个基点,瑞士央行也加息25个基点。 美联储主席昨天向国会发表鹰派证词后发出了进一步警告称,“可能会进一步加息”。 货币方面的戏剧性行动并没有对货币汇价造成太大影响,欧元交易于 1.0950 左右,而英镑则维持在 1.2750 左右。
由于日本央行仍然坚持宽松的货币政策,日元继续陷入持续下跌的困境,跌至 143.00 日元。 货币环境收紧将带来衰退压力,这对商品货币影响不大,澳元回落至0.6750,而纽元回落至0.6200下方。 市场等待亚洲、欧洲和北美的 PMI 数据。
The Bank of England reacted dramatically to the higher-than-expected inflation reading, from the previous day, raising rates by 50 basis points. The CPI the previous day, confirmed inflation remained at extremely elevated levels and core inflation actually rising further. This was enough for the Central Bank to take action. Gilts, or UK Bond Yields are trading around GFC levels and are causing rising levels pain, but not enough, according to the Bank. The real problem is the white-hot money printing machine in the banks back office. The Norwegian Central Bank also joined the party, raising rates by 50 basis points and even the Swiss National Bank raised by 25 basis points. The Fed Chairman followed yesterday’s hawkish testimony to Congress with further warnings. Fed Chairman Powell warned that ‘more rate hikes were likely’. The dramatic action on the monetary side of things did not rattle the currency cages too much, with the EUR trading around 1.0950, while the GBP holds around 1.2750.
The Yen continues to flounder, falling to YEN143.00, as the Bank of Japan remains steadfast on loose monetary policy. The tighter monetary conditions will cause recessionary pressures, and this does little for the commodity currencies, with the AUD slipping back to 0.6750, while the NZD fell back below 0.6200. Markets await PMI data from Asia, Europe and North America.
The Yen continues to flounder, falling to YEN143.00, as the Bank of Japan remains steadfast on loose monetary policy. The tighter monetary conditions will cause recessionary pressures, and this does little for the commodity currencies, with the AUD slipping back to 0.6750, while the NZD fell back below 0.6200. Markets await PMI data from Asia, Europe and North America.