隔夜市场 降息前景让市场维持热度

黯淡的经济前景并没有抑制股市的热情,以科技股为主的纳斯达克指数收盘创下历史新高。 通货膨胀正在下降,欧盟最新的CPI数据从 2.8% 降至 2.6%,这鼓励欧洲央行在未来几个月降息。 欧洲区的经济衰退需要政策刺激,也就是降息。 欧洲最新的PMI制造业数据证实,工业部门仍处于全面收缩模式,但降低利率并不是唯一的解决方案。 工业和制造业危机的核心是能源成本,高成本正在导致欧洲去工业化。 周五收盘时,美元汇率有所回落,欧元反弹至1.0830,英镑则回升至1.2650。
美元疲软使得商品货币出现一定程度的复苏,澳元回升至0.6500上方,而纽元则有望重回0.6100。 未来一周将有大量全球经济数据,包括增长和通胀指标。 美国将持续关注劳动力市场及其对通胀的影响。 美国即将发布了一系列重要的就业报告,包括 Jolts、Challenger、ADP 以及周五的非农就业报告。
Gloomy economic conditions have failed to dampen enthusiasm in equity markets, with the tech-heavy NASDAQ closing at all-time record highs. Inflation is on the way down, with the EU latest headline number falling from 2.8% to 2.6%, encouraging rate cuts in the coming months from the ECB. The recessionary economic condition in the European economic zone begs for stimulus and demands cuts to interest rates. The latest PMI Manufacturing Data from Europe confirms that the industrial sector remains in full blown contraction mode, but lower interest rates are not the only solution. The heart of the industrial and manufacturing crises is energy, and the high cost is de-industrialising Europe. The US Dollar relented somewhat at the close of trade Friday, with the EUR bouncing to 1.0830, while the GBP regained 1.2650.
The softer reserve has allowed for some recovery in the commodity currencies, with the AUD breaking back above 0.6500, while the NZD looks to regain 0.6100. The coming week has a wealth of global economic data, with measures of growth and inflation. The US will be firmly focused on the labour markets and their impact on inflation. The US releases a series of important jobs reports, including Jolts, Challenger, ADP and culminating with the all-important Non-Farm Payrolls on Friday.
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