英国通胀并未如市场预期那样下降，维持在 8.7% 的较高水平，而且核心通胀实际上从 6.8% 上升至 7.1%，这加剧了英格兰银行面临的危机。 英央行别无选择，只能今晚再次加息，现在的问题是加息幅度会是多少？ 央行无法解决问题的根本原因，那就是鲁莽的政府随意破坏财政纪律，造成巨额赤字和债务支出。 央行债务货币化不仅允许财政不负责任，而且助长了财政的不负责任。 这些行动与英格兰银行所标称的独立性相矛盾。 英国国债收益率正达到自全球金融危机以来未见的水平，肯定处于危机水平，上一次这样的局面导致“生菜总理”利兹·特拉斯 (Liz Truss) 垮台。 在美国，市场密切关注美联储主席在国会的证词。 鲍威尔重申，美联储在对抗通胀方面“还有很长的路要走”。 美元依然疲软，欧元升至1.0950，而英镑在英国央行利率决定前交投于1.2750。
美元走软使得新西兰元升向0.6200，而澳元则逼近0.6800。 日本央行会议纪要证实了央行对刺激性货币政策和量化宽松 (QE) 的坚定承诺，短观报告显示日本经济状况有改善的迹象。 当地市场将关注定于今天晚些时候发布的新西兰贸易数据，同时关注英格兰银行的行动和美联储主席对国会的回答。
UK inflation did not fall, as expected by markets, but held at the very elevated level of 8.7%. Core inflation actually rose, from 6.8%, to 7.1%, reinforcing the crises the Bank of England faces. The B of E has no choice, but to raise interest rates again tonight, the question now being by how much? The Bank is unable to address the root cause of the problem and that is fiscal vandalism, with massive deficit/debt spending, by a reckless Government. The debt monitisation by the Central Bank, not only allows the fiscal irresponsibility, but enables it. The actions contradict any perceived independence the Bank of England has. UK Gilts are hitting levels not seen since the GFC and are surely at crises levels, which had only recently caused the downfall of the ‘lettuce PM’, Liz Truss. In the US, markets follow the Congressional testimony of Federal Reserve Chairman, closely. Powell re-iterated that the Fed had ‘a long way to go’, in the fight against inflation. The US Dollar remains soft, with the EUR rising to 1.0950, while the GBP trades at 1.2750 ahead of the Bank of England rate decision.
The softer reserve allowed the NZD to advance towards 0.6200, while the AUD approaches 0.6800. The Bank of Japan minutes confirmed the steadfast commitment of the Central bank, to stimulative monetary policy and embraced Quantitative Easing (QE). The TANKAN report showed signs of improving economic conditions in Japan. Local markets will watch NZ Trade data, set to be released later today, while monitoring the Bank of England actions and the Fed Chairman’s answers to US Lawmakers.
美元走软使得新西兰元升向0.6200，而澳元则逼近0.6800。 日本央行会议纪要证实了央行对刺激性货币政策和量化宽松 (QE) 的坚定承诺，短观报告显示日本经济状况有改善的迹象。 当地市场将关注定于今天晚些时候发布的新西兰贸易数据，同时关注英格兰银行的行动和美联储主席对国会的回答。
UK inflation did not fall, as expected by markets, but held at the very elevated level of 8.7%. Core inflation actually rose, from 6.8%, to 7.1%, reinforcing the crises the Bank of England faces. The B of E has no choice, but to raise interest rates again tonight, the question now being by how much? The Bank is unable to address the root cause of the problem and that is fiscal vandalism, with massive deficit/debt spending, by a reckless Government. The debt monitisation by the Central Bank, not only allows the fiscal irresponsibility, but enables it. The actions contradict any perceived independence the Bank of England has. UK Gilts are hitting levels not seen since the GFC and are surely at crises levels, which had only recently caused the downfall of the ‘lettuce PM’, Liz Truss. In the US, markets follow the Congressional testimony of Federal Reserve Chairman, closely. Powell re-iterated that the Fed had ‘a long way to go’, in the fight against inflation. The US Dollar remains soft, with the EUR rising to 1.0950, while the GBP trades at 1.2750 ahead of the Bank of England rate decision.
The softer reserve allowed the NZD to advance towards 0.6200, while the AUD approaches 0.6800. The Bank of Japan minutes confirmed the steadfast commitment of the Central bank, to stimulative monetary policy and embraced Quantitative Easing (QE). The TANKAN report showed signs of improving economic conditions in Japan. Local markets will watch NZ Trade data, set to be released later today, while monitoring the Bank of England actions and the Fed Chairman’s answers to US Lawmakers.
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