隔夜市场 英国和欧洲走到降息门口

英国央行和波兰央行均维持利率不变,符合预期。 英国央行距离降息越来越近,因为与上次会议相比,更多董事会成员投票支持降息。 分析师预测八月份降息,或许更早,具体取决于通胀变化。 英国和欧洲经历严重衰退后击败了通货膨胀,复苏必须通过降息和货币宽松来协助,同时控制财政支出。 美国落后于形势,正在经历新的通胀压力和增长放缓。 欧洲和美国的债券收益率小幅走高,而美元则走软。 英国央行决定后,英镑重回1.2500,而欧元则回落至1.0730。
中国贸易激增,出口和进口双双增长。 这对商品货币来说是个好消息,澳元重回 0.6600,而纽元重回 0.6000。 当地市场将关注新西兰商业采购经理人指数和日本央行的举措,而英国的一系列经济数据将在今天晚些时候影响市场。
The Bank of England left rates unchanged, as did the Central Bank of Poland, in line with expectations and the Fed. The BofE is coming closer to cutting rates, as more Board members voted for cuts, than the previous meeting. Analysts are predicting a rate cut by August, perhaps sooner, depending on the inflation pathway. The UK and Europe have beaten inflation with deep recession, and any recovery must be assisted by rate cuts and monetary easing, while controlling fiscal spending. The US is behind the curve and is experiencing renewed inflationary pressures and flagging growth. Bond yields were slightly higher in Europe and the US, while the US Dollar was softer. The GBP regained 1.2500, following the BoE decision, while the EUR drifted back to 1.0730.
Chinese Trade surged, with both rises in exports and imports. This was welcome news to commodity currencies, with the AUD regaining 0.6600, while the NZD reposted 0.6000. Local markets will watch NZ Business PMI and any moves from the Bank of Japan, while a slew of economic data points from the UK will influence markets later today.
en_NZEnglish (New Zealand)
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