隔夜市场 联储鸽派色彩的决议支撑了市场

在最初的信心飙升之后,市场最终消化了美联储最新的利率决定。 美联储的决议内容导致市场情绪高涨,让人松了一口气。 鉴于近期美国通胀水平上升,市场曾担心加息,但美联储主席鲍威尔排除了这一可能性。 这引发美国股市和美元的反弹,但仔细想想,现实是货币状况依然紧张。 通胀上升将确保利率将“在更长时间内保持在较高水平”,目标区域仍为 2%。 在最初的缓解性反弹后市场平静下来,美元走低,使欧元重回1.0700,而英镑则回升至1.2500。
市场波动和美元疲软使得商品货币得以复苏,澳元回升至 0.6550,而纽元则盘整于 0.5900 上方。 货币市场的主要推动者是日元,在上周末跌至 34 年来的低点后,日本央行悄悄出手干预以支撑日元。 该货币强劲反弹,从 160.00 左右的低点升至 153.50。 在接下来的几天和几周内,这个故事将会有更多内容。 现在所有的目光都集中在今晚即将发布的非农就业数据上。
Markets digested the Fed’s latest interest rate decision, to hold rates steady, following the initial surge in market confidence. The initial surge in market sentiment from the Fed’s action, was one of relief. Markets had feared a rate rise, in the light of recent rises in US inflation levels, but the Fed Chairman Powell ruled this out. This was enough to trigger a rally in US equities and the US Dollar, but on reflection the reality is tight monetary conditions remain. The rise in inflation will ensure rates will remain ‘higher for longer’, with the target zone remaining 2%. Markets calmed after the initial relief rally and the US Dollar drifted lower, allowing the EUR to regain 1.0700, while the GBP pushed back up to 1.2500.
The volatile markets and the softer reserve allowed a recovery in commodity currencies, with the AUD pushing back to 0.6550, while the NZD consolidated above 0.5900. The big mover on the currency markets was the Yen, with the Bank of Japan quietly intervening to support the currency, after crashing to 34-year lows at the end of last week. The currency has rallied strongly, from the lows of around 160.00, to 153.50. There will be a lot more to this story over the coming days and weeks. All eyes now rest on the Non-Farm Payrolls, set for release tonight.
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