隔夜市场 英国维持利率不变,市场目光聚集于日本和中国央行

英国央行维持利率不变,仍为 5%,与美联储降息后的水平持平。美联储大幅降息 50 个百分点,表明了坚定的意图,并可能在可预见的未来采取激进降息政策。此举引发了市场情绪的大幅上涨,引发美国股市大幅上涨,创下历史新高。市场信心大增,现在在押注美国经济将实现软着陆。美元稳定,欧元兑美元略低于 1.1200,而英镑接近 1.3300。英国央行采取谨慎行动,表示将进一步降息,并指出通胀仍处于高位。市场现在将注意力转向日本央行和中国人民银行。日本央行可能会通过加息来应对不断上升的通胀压力,与全球趋势相反。
美元持平使得商品货币维持盘整,澳元维持在 0.6800 上方,而纽元有望重回 0.6250。新西兰第二季度 GDP 收缩 0.2%,好于预期,但仍然反映了当前的经济状况。新西兰央行已经开始了宽松周期,经济形势依然严峻,但宽松应该会逐步延续到经济中。澳大利亚总体就业率稳定在 4.2%,所有就业增长都来自于兼职,而全职就业实际上有所萎缩。现在所有人的目光都集中在日本央行和中国央行行身上。
The Bank of England left rates unchanged, at 5%, holding at the rate at the level the Fed has just cut rates to. The big 50-point rate cut by the Fed, signalled intent and they also outlined an aggressive policy of rate cuts, for the foreseeable future. This was greeted with a huge surge in sentiment, triggering a big rally in US equities, to all new record highs. Markets are now betting there will be a soft economic landing in the US, allowing market confidence to surge. The US Dollar was steady, with the EUR trading just below 1.1200, while the GBP approaches 1.3300. The Bank of England acted cautiously, indicating further rate cuts were on the way, noting inflation remains at elevated levels. Markets now turn their attention to the Bank of Japan and the Peoples Bank of China. The Bank of Japan may address rising inflationary pressures, bucking the global trend, by raising interest rates.
The static reserve allowed commodity currencies to consolidate, with the AUD holding above 0.6800, while the NZD looks to regain 0.6250. NZ Q2 GDP contracted 0.2%, which was better than expected, but never-the-less reflective of the current state of the economy. The RBNZ have already begun the easing cycle, and this should flow through to the economy, although tough conditions remain. Australian headline employment was steady on 4.2%, although all job growth was part-time, while full-time jobs actually contracted. All eyes are now on the BoJ and the PBoC.
en_NZEnglish (New Zealand)
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