隔夜市场 忙碌的一周,安静地开始

本周会是非常忙碌的一周,但周一是一个安静的开始,美联储将会领先瑞士央行和日本央行公布最新的利率决定。 尽管近期通胀重新上升,但预计美联储仍将暂停加息,但会后说法可能鹰派,将受到市场密切关注。 瑞士央行利率决议可能会追随欧洲央行加息步伐增加 0.25%,欧洲央行上周加息但发布加息终结的指引,市场将关注将于本周发布的欧洲通胀数据以确认欧洲央行的发言是否值得相信。美国和欧洲债券收益率的上升暂时表明未来可能会有更多加息,美元持稳,欧元交投于1.0700下方,而英镑似乎无法重回1.2400。

 
澳洲央行将发布最后一次利率决定的会议纪要,由于通胀压力依然存在,澳大利亚央行会议纪要可能会证实上次货币政策会议中曾经出现争议而非全体一致通过,并为下次会议的可能性作出较为清晰的提示。 利差交易正在推动当地货币走低,澳元徘徊在 0.6400 上方,而纽元则有望重回 0.5900一线。 



A quiet start to what could be a very busy week, as the Fed leads out the Swiss National Bank and the Bank of Japan, with their latest interest rate decisions. The Fed is expected to leave rates on pause, despite recent spikes in inflation, but the narrative will be watched very closely indeed. The RBA will release the minutes of the last rate decision, to leave rates on hold at 4.1%, in July. This week will be focused on speculation on monetary policy, inflation and growth. The ECB raised rates last week and attention will be paid to the latest inflation number, set to be released this week. The US Dollar was steady, with the EUR trading below 1.0700, while the GBP cannot seem to regain 1.2400.
 
The rise in Bond Yields in the US and Europe are indicating there could be more rate rises to come. The RBA minutes will likely confirm indecision at the last meeting, as inflationary pressures remain. The interest rate differentials are pushing the local currency lower, with the AUD floundering just above 0.6400, while the NZD looks to regain 0.5900. All eyes remain on Central Banks.
 

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