隔夜市场 新西兰央行预计不加息 但维持鹰派论调

市场等待通胀走弱和央行降息,债券收益率停滞不前,股市则寻找进一步反弹至新纪录高点的理由。 欧洲央行将带头在不久的将来降息,而美联储则在争论是否按下按钮。 德国生产者物价指数 (PPI) 数据为负值,支持了当前对通胀的说法。 加拿大 CPI 通胀数据保持稳定,年化增长率为 2.7%,希望追随其他央行的降息步伐。 在今晚关键通胀数据发布之前,欧元回升至 1.0850,而英镑则维持在 1.2700。
昨天公布的澳洲联储会议纪要证实了其鹰派情绪,显示澳洲央行正在考虑加息,而不是降息。 澳大利亚央行目前陷入困境,政府盲目增加财政支出,破坏了央行抑制通胀压力的希望。 央行的困境并未影响澳元,澳元交投于 0.6650 附近,而纽元则回落至 0.6100 以下。 在今天的利率决定之前,预计新西兰联储将保持利率不变,但其言论可能仍将保持鹰派
Markets await weaker inflation and Central Bank rate cuts, while bond yields stutter and equity markets look for further reason to rally to new record highs. The ECB is set to lead the way, with rate cuts in the very near future, while the Fed debates whether to hit the button, or not. German PPI numbers came in negative, in support of the input inflation narrative being done. Canadian CPI inflation data was static, coming in at an annualised 2.7%, looking to follow other Central Banks with rate cuts. The EUR pushed back up to 1.0850, while the GBP held 1.2700, ahead of key inflation data releases tonight.
The RBA minutes were released yesterday and confirmed hawkish sentiment, revealing the Central Bank was considering rate hikes, rather than cuts. The Australian Central Bank is in a predicament, as the Government is blindly increasing fiscal largesse, damaging any hope the Central Bank has to squash inflationary pressures. The Banks quandary has not impacted the currency, with the AUD trading around 0.6650, while the NZD fell back below 0.6100. The RBNZ is expected to leave rates unchanged, ahead of today’s interest rate decision, while the narrative will probably remain hawkish
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