隔夜市场 高利息会持续

股市结束了戏剧性的一个月,最初出现一些大幅下跌,随后在本月晚些时候出现修复。 问题在于美国通胀重现,但国内生产总值增长率下降速度快于预期,而欧洲却停滞不前。 通胀仍然是利率的关键,债券收益率已经重新上行,警告或预测美联储将“在更长时间内”维持较高利率。 隔夜欧盟通胀持平为 2.4%,GDP 增长小幅上升,轻松避免了技术性衰退。 整个欧洲的增长率一直持平,德国、法国、意大利和波兰等其他主要国家的增长率徘徊在略高于 0% 的水平,但通货膨胀不会消失,能源价格位于高位导致了通胀的持续。 美联储可能维持利率不变,并讨论消除弹性通胀,这将导致债券收益率上升并支撑美元走强。 欧元跌至1.0700下方,英镑跌至1.2500。
商品货币遭遇了美元上行压力,澳元回落至0.6500下方,而纽元则测试0.5900,趋势下行。 新西兰联储今天发布的金融稳定报告将引起国内投资者的兴趣,而澳大利亚的失业率数据始终是当地关注的焦点。 目前所有目光都转向美联储和美国就业报告。
Markets closed out a dramatic month of trading in April, with some big losses on equity markets, followed by a recovery later in the month. The problem lies in resurgent inflation in the US, while GDP growth rates are tumbling faster than expected, all the while Europe is stagnating. Inflation remains the key to interest rates and bond yields have been resurgent, warning or perhaps predicting, the Fed will hold rates ‘higher for longer’. Overnight EU inflation was flat, coming in at 2.4%, while GDP growth inched into positive territory, handily avoiding a technical recession. Growth rates across Europe have been flat, with Germany hovering just above 0%, along with other major nations France, Italy and Poland. Inflation will not go away and high energy costs ensure these levels will remain. The Fed is likely to hold rates unchanged and talk of stamping out resilient inflation, which ensures elevated bond yields and supports the stronger US Dollar. The EUR dipped back below 1.0700, while the GBP fell back to 1.2500.
Commodity currencies suffered the harder reserve, with the AUD falling back below 0.6500, while the NZD tests 0.5900, to the downside. The RBNZ releases the Financial Stability reports today, which will interest domestic players, while Australian Unemployment numbers are always of interest locally. All eyes turn to the Federal Reserve and US Employment reports.
en_NZEnglish (New Zealand)
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