隔夜市场 市场信心开始恢复

市场对欧洲和美国股市的信心继续高涨,希望挽回之前地缘政治引发暴跌带来的可怕损失。 英国富时 100 指数 (FTSE100) 创历史新高,而美国股市则有望重返上部区域。 随着对中东战火的担忧已经平息并牢牢地消失在后视镜中,市场重新交易的情绪很强烈。 但以色列和乌克兰的战争都在激烈进行,令人担忧的是事态升级和扩张。 尽管制造业仍深陷低迷,但欧洲 PMI 数据显示出改善迹象,而美国 PMI 则出现倒退。 所有人的目光都集中在美国GDP增长数据和PCE通胀指标上。 英国央行首席经济学家休·皮尔(Huw Pill)表示,通胀仍然是英国的一个问题,距离降息仍有一段路要走。 这足以重振英镑,飙升至1.2450,而欧元则回升至1.0700。
美元的疲软使得商品货币继续复苏,澳元回升至0.6500,而纽元则在0.5900上方盘整。 澳大利亚第一季度通胀数据的发布将影响当地市场,预计将出现大幅下跌,而新西兰元贸易数据将令新西兰国内市场感兴趣。 欧洲制造业仍然陷入瘫痪,战争有可能向外蔓延,因此巨大的波动和风险仍然存在。
Confidence continues to surge on European and US equity markets, looking to regain the horrific losses of the previous Geo-Politically triggered rout. The UK FTSE100 ventured into record territory, while US equities looked to surge back into unchartered territory. Sentiment is strong, as fears over the Middle East have calmed and put firmly in the rear-view mirror. The war rages on in both Israel and the Ukraine. It is the escalation and expansion that worries the markets. PMI data from Europe is showing signs of improvement, although Manufacturing remains deep in the doldrums, while US PMI drifted backwards. All eyes are on the US GDP growth data and the PCE inflation indicator. The Bank of England Chief Economist, Huw Pill, confirmed inflation remained a problem in the UK and that rate cuts remained some way off. This was enough to reinvigorate the GBP, surging back to 1.2450, while the EUR pushed back up to 1.0700.
The weaker reserve allowed the recovery of commodity currencies to continue, with the AUD heading back towards 0.6500, while the NZD consolidates above 0.5900. Local markets will be consumed with the Australian Q1 inflation data release, with big falls expected, while the NZD trade data will interest NZ domestic markets. Manufacturing in Europe remains crippled, and the wars have the potential to spiral outwards, so significant volatility and risks remain.
en_NZEnglish (New Zealand)
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