隔夜市场 民众开始展现不满

市场正在认识到上周爆发的危机,中东和欧洲的战争有可能破坏全球经济的稳定。 战争将掩盖被通货膨胀和债务危机笼罩西方经济体,但只能持续这么久。 民众更倾向于比战争更好的选择,也许是政治领导人承担财政和货币责任? 美联储主席鲍威尔警告称,通胀压力将进一步加大,未来可能加息。 战争将对石油和能源价格造成压力,从而进一步推高通胀。 美国10年期国债收益率迅速逼近神奇的5%大关,这是自2007年以来的最高水平。美元受到收益率上升的提振,英镑跌至1.2170,而欧元则试图守住1.0600。
周一则开局平静,经济数据稀少,市场等待亚洲、欧洲和美国的 PMI 数据,美元也走软。 在本周晚些时候欧洲央行会议召开之前,欧元跳升至 1.0660,而英镑则回升至 1.2200 上方。
美元的上行继续影响商品货币。 纽元于上周末跌至 0.5800,而澳元在测试 0.6300,2者处于下行趋势。周一美元走弱使得商品货币收复部分失地,澳元在 0.6300 上方盘整,而纽元则有望收复 0.5850。 亚洲、欧洲和美国的 PMI 数据将成为未来一周的焦点。 美国和澳大利亚的通胀数据以及欧洲央行的利率决定也将推动市场情绪。 地缘政治的发展可能会主导未来一周的市场。 此外,市场将关注全球PMI数据和欧洲央行会议。 当地市场将对周三公布的澳大利亚通胀数据非常感兴趣。
Markets are recognising the crises that was revealed the previous week, with War in the Middle East and Europe, threatening to destabilise global economies. War will hide the inflation and debt crises, enveloping the Western economies, but only for so long. Citizens probably prefer a better option than war, perhaps fiscal and monetary responsibility, by their political leaders? Federal Reserve Chair Powell warned of further inflationary pressures and possible interest rate hikes to come. War will create pressure on oil and energy prices, which will further drive inflation. The US 10-year bond yield fast approaches the magic 5% mark, a level not seen since 2007. The US Dollar has been boosted by the rise in yields, with the GBP falling to 1.2170, while the EUR attempts to hold 1.0600.
The rise in the reserve continues to impact commodity currencies. The NZD has crashed to 0.5800, while the AUD is testing 0.6300, to the downside. This coming week will be highlighted by PMI data from Asia, Europe and the USA. Inflation readings from the US and Australia and the ECB interest rate decision will also drive market sentiment. Geo-Political developments are likely to dominate markets for the week to come.
A quiet start to the trading week, with little on the economic data front, as markets await PMI data from Asia, Europe and the USA. The last trading week was chaos, with the US 10-year bond breaking above the key 5% mark, while war in the Middle East and Europe provided deep uncertainty for markets. Rising energy prices once again promise resurgent inflation and higher interest rates. Prospects are not good and equities felt the pain. Share markets have opened much more settled, for the new week’s trade and the US dollar has softened. The EUR jumped back to 1.0660, ahead of the ECB meeting later in the week, while the GBP broke back above 1.2200.
The softer reserve allowed commodity currencies to regain some lost ground, with the AUD consolidating above 0.6300, while the NZD looks to regain 0.5850. Markets will look at global PMI data and the ECB meeting. Local markets will be very interested in the Australian inflation number, to be released on Wednesday.
en_NZEnglish (New Zealand)
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