隔夜市场 通胀忧虑重燃

出于对通胀再度抬头的担忧,欧洲和美国的债券收益率继续小幅走高。 欧洲通胀数据近期出现逆转,这让原本打算在 2024 年降息的央行行长们感到担忧。美国劳动力市场紧张继续加大通胀上行压力,赤字和债务支出只会加剧通胀上行压力。 货币供应问题仍然存在,中东战争似乎有滞后性,甚至可能扩大。 欧元交投于1.0850附近,而英镑则企稳并收于略低于1.2700。

大宗商品货币受到供需担忧的打击,澳元跌至0.6550,而纽元则艰难守住0.6100。 市场将继续关注达沃斯论坛和地缘政治发展。


Bond Yields continue to inch higher in both Europe and the USA, driven by the fears of a resurgence in inflation. Inflation data from Europe has seen a reversal in recent falls, worrying signs for Central Bankers who had intentions to cut interest rates in 2024. The tight labour market in the US continues to add pressure on upward inflation, while deficit and debt spending only add to the monetary problems. The supply issues remain, with the war in the Middle East looking to have lags and may even expand. The EUR trades around 1.0850, while the GBP stabilised and settled just below 1.2700.

Commodity currencies have been buffeted by the demand and supply concerns, with the AUD falling to 0.6550, while the NZD struggles to hold 0.6100. Markets will continue to focus on Davos and Geo-Political developments.

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