隔夜市场 20国集团峰会开幕,全球右转是个威胁

二十国集团峰会在巴西开幕,人们对各国团结一致、共同应对全球问题寄予厚望。欧洲和特朗普的纷争升级,威胁着本次20国集团会议。阿根廷的米莱是特朗普的追随者,他对会议上将达成的许多共识项目做出了很多反对。全球而言,美国已经发生了巨大改变,欧洲已经开始出现变化,奥地利、斯洛伐克和德国很可能很快就会发生改变。在经历了一周的强劲势头后,市场变得平静,股市和美元有所波动。这使得欧元从 1.0550 反弹,而英镑稳定在 1.2660。上周,英国的 GDP 增长数据令人失望,本周通胀数据将受到密切关注。
美元走软使得大宗商品货币有所回升。澳元回升至 0.6500,新西兰元反弹至 0.5880,此前 PPI 数据强于预期。本周市场热切期待通胀和增长数据,当地市场也将等待澳大利亚央行会议纪要的发布。
The G20 opened in Brazil and expectations were high for unity and a consolidated response to global issues. The cloud hanging over the meeting of 20 of the biggest economies in the world, was war escalation threatening in Europe and Trump. Melei of Argentina is a Trump acolyte and threatens many of the consensus items set to be agreed at the meeting. There is big change in the US, and this has already begun manifesting in Europe, with changes coming in Austria, Slovakia and likely coming in Germany very soon. Markets were quiet after a week of robust energy, with equities and the US Dollar, taking a spell. This allowed the EUR to bounce off 1.0550, while the GBP stabilised at 1.2660. UK GDP Growth data was disappointing, last week, and inflation numbers will be closely watched this coming week.
The softer reserve allowed some recovery in commodity currencies. The AUD headed back to 0.6500, while the NZD bounced to 0.5880, following stronger than expected PPI data. Markets keenly await inflation and growth data this week and local markets will be awaiting the release of the RBA minutes.
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