隔夜市场 通胀担忧重燃,股市大跌

欧洲和美国的股市均出现暴跌,而债券收益率则走高,源于通胀担忧挥之不去。德国 5 月份通胀率初值升至 2.4%,这是令人担忧的迹象,之前人们普遍预期欧洲央行将于下个月降息。在美国,美联储的褐皮书指出,经济继续扩张,但“情况各不相同”。这一言论可能对市场发出了警告信号。美国 GDP 增长数据将于今晚公布,市场将密切关注这一数据,而市场则等待本周晚些时候公布的关键 PCE 通胀数据。美国债券收益率上升推高美元,欧元跌至 1.0840,而英镑回落至 1.2700。
美元上涨阻止了商品货币的上涨势头,澳元回落至 0.6600,而新西兰元跌至 0.6100。新西兰市场将关注即将发布的政府预算,预计政府将做出巨大努力来纠正巨额赤字支出,但我们拭目以待。
Equity markets tumbled in both Europe and the US, while bond yields drove higher, with inflation concerns lingering. German preliminary inflation readings for May, saw inflation pop higher to 2.4%, a worrying sign ahead of much anticipated ECB rate cuts in the coming month. In the US, the Fed’s Beige Book observed that the economy continued to expand but noted that ‘conditions varied’. The caveat may have been a warning signal to markets. US GDP growth numbers will be released tonight, which will be keenly noted, while markets await key PCE inflation reading late in the week. The rising bond yields in the US pushed the Dollar higher, with the EUR slipping to 1.0840, while the GBP drifted back to 1.2700.
The rising reserve stopped the upward momentum of the commodity currencies, with the AUD falling back to 0.6600, while the NZD fell to 0.6100. NZ markets will be focused on the Governments Budget, which is expected to make substantial efforts to correct massive deficit spending, but we shall see.
en_NZEnglish (New Zealand)
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