欧洲市场受到多位欧洲国家央行行长的提振，他们在 6 月份公开支持欧洲央行降息。 美联储的情况恰恰相反，主席鲍威尔仍然保持沉默，期待通胀回到 2% 的目标水平。 最新数据显示，美国通胀率回升，而欧洲和英国通胀率继续下滑。 市场投机导致利差分歧日益扩大，从而鼓励美元走强。 市场和通胀的根本威胁是能源供应和价格。 中东局势有可能进一步升级，这只会加剧股票和债券市场的戏剧性。 欧元交投于 1.0640，而英镑则回落至 1.2400。
美元的上升对商品货币构成了沉重打击，澳元回落测试0.6400的下行空间，而纽元似乎将跌破0.5900。 亚洲市场将关注今天上午公布的日本通胀数据，而澳大利亚失业率小幅上升至 3.8%。 印度本周末将举行大选，预计莫迪将再次获胜。 这个全球经济巨人在过去一年左右的经济表现令人惊叹，大规模投资和增长，提振了长期执政者的地位。
European markets have been boosted by a range of European National Central Bankers, that have come out in support of rate cuts from the ECB, in June. The opposite has been true of the Federal Reserve, with Chairman Powell remaining reticent, looking for inflation to return to the 2% target levels. US inflation spiked back upwards in their latest reading, while European and British inflation continues to tumble lower. Market speculation has led to a growing divergence in interest rate differentials, which encourage a stronger US Dollar. The underlying threat to markets and inflation is energy supply and price. The Middle East has the potential to escalate further, and this will only add to the drama on equity and bond markets. The EUR trades 1.0640, while the GBP drifted back towards 1.2400.
The rising reserve has been a cudgel to commodity currencies, with the AUD falling back to test the downside of 0.6400, while the NZD looks set to dip below 0.5900. Asian markets will be focused on Japanese inflation data, set for release this morning, while Australian unemployment ticked slightly higher to 3.8%. India goes to the polls this weekend, and Modi is expected to win, once again. The economic performance of this global economic giant has been stunning over the last year or so, with massive investment and growth, boosting the long-time incumbent.
美元的上升对商品货币构成了沉重打击，澳元回落测试0.6400的下行空间，而纽元似乎将跌破0.5900。 亚洲市场将关注今天上午公布的日本通胀数据，而澳大利亚失业率小幅上升至 3.8%。 印度本周末将举行大选，预计莫迪将再次获胜。 这个全球经济巨人在过去一年左右的经济表现令人惊叹，大规模投资和增长，提振了长期执政者的地位。
European markets have been boosted by a range of European National Central Bankers, that have come out in support of rate cuts from the ECB, in June. The opposite has been true of the Federal Reserve, with Chairman Powell remaining reticent, looking for inflation to return to the 2% target levels. US inflation spiked back upwards in their latest reading, while European and British inflation continues to tumble lower. Market speculation has led to a growing divergence in interest rate differentials, which encourage a stronger US Dollar. The underlying threat to markets and inflation is energy supply and price. The Middle East has the potential to escalate further, and this will only add to the drama on equity and bond markets. The EUR trades 1.0640, while the GBP drifted back towards 1.2400.
The rising reserve has been a cudgel to commodity currencies, with the AUD falling back to test the downside of 0.6400, while the NZD looks set to dip below 0.5900. Asian markets will be focused on Japanese inflation data, set for release this morning, while Australian unemployment ticked slightly higher to 3.8%. India goes to the polls this weekend, and Modi is expected to win, once again. The economic performance of this global economic giant has been stunning over the last year or so, with massive investment and growth, boosting the long-time incumbent.
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