由于没有重要的经济数据，市场走势缓慢，全球债券收益率走低，而美元则获得了一些青睐。 市场等待美联储非常重视的通胀指标——个人消费支出（PCE）数据，该数据将于今晚晚些时候公布。 美国和欧洲的通胀已出现显著下降，市场预计这种情况将持续下去，但也出现了一些警告信号。 中东问题导致了苏伊士运河的通行受阻，严重影响了航运、时间和成本。 地缘政治风险依然很高，威胁全球经济繁荣。 美国GDP大幅下调，但仍保持在年化3.2%的强劲增长水平，支持这种增长的宽松财政政策正是推高通胀的一个原因。 欧元回落至1.0840，而英镑也走软，回到1.2650下方。
商品货币大幅走低，澳元跌破0.6500，而新西兰央行发布新的货币政策，纽元暴跌至0.6080。 新西兰维持利率不变，其言论也没有之前的所预期的那么强硬。 新西兰央行采用了较为平衡的声明，称观察到货币状况受到控制，但通胀仍然很高，要求利率“在更长时间内保持在较高水平”。 市场理解是加息已成为过去，这引发了纽元的急剧下跌。 目前所有目光都集中在今晚的美国 PCE 通胀数据上。
The lack of important economic data allowed markets to meander along, with global bond yields drifting lower, while the US Dollar gained some favour. Markets are building towards the Fed’s preferred inflation measure, the PCE reading, due out later tonight. US and European inflation have been falling markedly, so expectations are that this will continue, but there are some warning signals. The supply chain issues arising from the Middle East was damaging of passage through the Suez Canal and is significantly impacting shipping, therefore timing and costs. Geo-Political risks remain high and threaten global economic prosperity. US GDP was revised sharply lower, but remains at a strong 3.2%, but the very monetary conditions that support this growth is a cause of the inflationary threat. The EUR drifted back to 1.0840, while the GBP was also softer, trading back below 1.2650.
Commodity currencies were sharply lower, with the AUD falling below 0.6500, while the RBNZ impacted NZD plunged to 0.6080. The RBNZ left rates unchanged and the narrative was less hawkish than previous statements. The NZ Central Bank was employing a controlled and balanced statement, observing monetary conditions were under control but inflation remained high, requiring rates to remain ‘higher for longer’. The interpretation by markets was that rate rises were a thing of the past and this triggered the precipitous fall in the currency. All eyes are on tonight’s US PCE inflation number.
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