隔夜市场 美联储维持利率,但减少QT规模

美联储维持利率不变,并称在将通胀降至目标水平方面“缺乏进展”。 这并没有吓住市场,公告发布后股市飙升。这可能是受到联储资产负债表变动的鼓舞,因为美联储决定削减资产负债表缩减(QT)的规模,这导致货币刺激措施保持在极高的水平。 市场注意力现在将转向就业报告,劳动力市场需要在通胀压力下降之前放松。 风险情绪的上升来自资产负债表的调整,而不是利率方面的变化。 这也降低了债券收益率和美元,使欧元飙升至1.0730,而英镑则跃升至1.2550。
美元的疲软提振商品货币,澳元跃升至0.6540,纽元则飙升至0.5940。 市场受到美联储的鼓舞,但潜在的波动依然存在。 经济数据依然疲软,地缘政治危险依然严峻。
The Fed left rates unchanged and commented on the ‘lack of progress’ on lowering inflation to target levels. This did not deter markets, with equities surging following the announcement, probably encouraged by the balance sheet moves. The Fed decided to cut the size of the reductions in the balance sheet. This will allow monetary stimulus to remain, at these extremely high levels, and counters the inflationary fight. Market attention will now turn to the employment reports, with a need for the labour market to loosen before inflationary pressures fall. The rise in risk sentiment came from the Balance Sheets adjustments rather than the lack of action on interest rates. This also lowered bond yields and the US Dollar, allowing the EUR to surge to 1.0730, while the GBP jumped to 1.2550.
The weaker reserve boosted commodity currencies, with the AUD jumping to 0.6540, while the NZD surged to 0.5940. Markets have been encouraged by the Federal Reserve, but the underlying volatility remains. Economic data remains weak and Geo-Political dangers remain keen.
en_NZEnglish (New Zealand)
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