本月非农就业人数增加 15 万，低于预期的 18 万。 这正是美联储一直在寻找的证据，通胀回落拼图的最后一块。 劳动力市场依然强劲，增加了通胀压力，但现在似乎正在扭转局面。 美联储维持利率不变，并暗示“通胀峰值”和“利率峰值”的出现。 债券收益率继续快速下跌，美元也是如此，欧元升至1.0730，而英镑逼近1.2400！ 随着信心涌回市场，地缘政治危机似乎正在平息。
美元的走软使得商品货币收复进一步失地，澳元突破0.6500，而纽元则有望重回0.6000的“大”位！ 澳洲经济数据弱于预期，采购经理人指数 (PMI) 数据严重收缩。 未来一周将由通胀、增长和地缘政治发展主导。 在当地市场，澳大利亚将等待在墨尔本杯日举行的澳大利亚央行会议，以决定利率。 预计来自鸽派的澳洲联储行长可能会“伪装加息”？ 新西兰将关注新政府组建的希望、组成和政策，而中国将公布消费者物价指数/生产者物价指数数据。
Non-Farm Payrolls missed expectations, coming in at 150,000 jobs added for the month, lower than the expected 180,000. This is exactly what the Fed has been looking for, as the final piece of the piece of the inflation puzzle. The labour market has remained robust, adding to inflationary pressures, but it now seems to be turning the corner. The Fed has left rates unchanged and hinted at ‘peak inflation’ and ‘peak interest rates’. Bond yields continue to tumble fast, as does the US Dollar, with the EUR rising to 1.0730, while the GBP approaches 1.2400! Geo-Political crises appear to be settling down, as confidence floods back to markets.
The softer reserve allowed the commodity currencies to regain further lost ground, with the AUD breaking 0.6500, while the NZD looks to regain the ‘BIG’ figure of 0.6000! This was despite weaker than expected economic data, with Australian PMI numbers in serious contraction mode. The coming week will be dominated by inflation, growth and Geo-Political developments. On local markets, Australia will await the Melbourne Cup Day RBA meeting, to decide on interest rates. It is expected that the Melbourne Cup may camouflage a rate rise, from the dovish RBA Governor? NZ will look at the hope of a new Government forming, the make-up and policies, while China will announce CPI/PPI numbers.
美元的走软使得商品货币收复进一步失地，澳元突破0.6500，而纽元则有望重回0.6000的“大”位！ 澳洲经济数据弱于预期，采购经理人指数 (PMI) 数据严重收缩。 未来一周将由通胀、增长和地缘政治发展主导。 在当地市场，澳大利亚将等待在墨尔本杯日举行的澳大利亚央行会议，以决定利率。 预计来自鸽派的澳洲联储行长可能会“伪装加息”？ 新西兰将关注新政府组建的希望、组成和政策，而中国将公布消费者物价指数/生产者物价指数数据。
Non-Farm Payrolls missed expectations, coming in at 150,000 jobs added for the month, lower than the expected 180,000. This is exactly what the Fed has been looking for, as the final piece of the piece of the inflation puzzle. The labour market has remained robust, adding to inflationary pressures, but it now seems to be turning the corner. The Fed has left rates unchanged and hinted at ‘peak inflation’ and ‘peak interest rates’. Bond yields continue to tumble fast, as does the US Dollar, with the EUR rising to 1.0730, while the GBP approaches 1.2400! Geo-Political crises appear to be settling down, as confidence floods back to markets.
The softer reserve allowed the commodity currencies to regain further lost ground, with the AUD breaking 0.6500, while the NZD looks to regain the ‘BIG’ figure of 0.6000! This was despite weaker than expected economic data, with Australian PMI numbers in serious contraction mode. The coming week will be dominated by inflation, growth and Geo-Political developments. On local markets, Australia will await the Melbourne Cup Day RBA meeting, to decide on interest rates. It is expected that the Melbourne Cup may camouflage a rate rise, from the dovish RBA Governor? NZ will look at the hope of a new Government forming, the make-up and policies, while China will announce CPI/PPI numbers.
English (New Zealand) 
简体中文