隔夜市场 美国PCE指数回落,但ISM制造业指数意外扩张

亚洲市场周一开盘,中国制造业 PMI 数据强于预期,提振了股市,而日本短观报告对大型制造业不利。 尽管美联储最喜欢的通胀指标个人消费支出PCE回落, 表明通货膨胀得到遏制。但随着债券收益率飙升,美元仍旧获得了一些动力。 美国供应管理协会 (ISM) 制造业数据进入正值,增加降息可能推迟到下半年的猜测。 美元上涨打击欧元,欧元跌至1.0740,英镑跌至1.2540。
美元的上升打击了脆弱的商品货币,纽元跌至0.5940,澳元则跌破0.6500。 漫长的复活节假期将连续两周缩短交易时间, 美国市场将重点关注一系列就业报告,其中以就业报告为首,最后以非农就业数据为高潮。
Markets reopened is Asia, with Chinese Manufacturing PMI data stronger than expected, boosting equity markets, while the Japanese Tankan reports was negative for large Manufacturing. The USD gained some momentum, as bond yields spiked, despite the Fed’s favourite inflation indicator, the PCE. showing inflation was contained. The US ISM Manufacturing number moved into positive territory, which an expansion of growth, but this only added to speculation that interest rate cuts may be deferred until the second half of the calendar year. The rising US Dollar pounded the EUR, which fell to 1.0740, while the GBP slumped to 1.2540.
The rising reserve hit the vulnerable commodity currencies, with the NZD stumbling to 0.5940, while the AUD slipped below 0.6500. The long Easter break, with two consecutive shortened trading weeks, will open with attention firmly on inflation and growth. US markets will have a heavy focus on a series of Jobs reports, lead out by the Jolts Report and culminating with the all-important Non-Farm Payrolls.
en_NZEnglish (New Zealand)
Scroll to Top