随着中东战争的升级，油价开始飙升。到目前为止，以色列对伊朗大规模导弹袭击的回应行动还只是针对黎巴嫩真主党。除此以外，以色列声称将会对伊朗本国采取袭击，这将扩大战争范围，危险不仅在于能源价格，还威胁到全球供应链安全。过去几天，市场上飘扬的另一个危险信号是美国债券收益率，其市场走势与美联储相反。美国 10 年期国债收益率已突破 4% 大关，所有这些都表明人们对美联储新的鸽派货币政策缺乏信心。上周五发布的非农就业人数强于预期，对市场产生了短期提振，但持续时间不长。美国股市暴跌，因为仔细分析后发现，几乎所有的就业增加都来自政府岗位。美国本周开盘稳定，保持在高位。欧元交易价为 1.0960，而英镑则跌至 1.3060，因英国央行行长的鸽派言论而受损。
商品货币受到美元走强的影响，澳元试图守住 0.6750，而新西兰元则跌至 0.6120。新西兰央行将于本周召开会议，预计将“效仿美联储”，将利率下调 50 个基点，这对利差和币值造成了沉重打击。韩国央行和印度央行将与新西兰央行一起在亚太地区做出利率决定。
Oil prices are surging as the Middle East moves higher on the war escalator. Iran’s massive missile attack, has so far only led to a response from Israel into Lebanon, directed at Iranian proxy Hezbollah. Israel has promised a kinetic response to Iran itself, which will only expand the war. The dangers are not only to energy prices but key supply chains. The other red flag fluttering in markets in the last few days, is US Bond Yields, with markets moving in the opposite direction to the Fed. The US 10-year has broken back above the 4% mark, all pointing to a certain lack of confidence, in the Fed’s new dovish approach to monetary policy. The stronger than expected Non-Farm Payroll number, released last Friday, was a short-term boost to markets and short-lived. US equities tumbled, as closer analysis shows nearly all the gains, are Government jobs. The US was steady to open the week holding at elevated levels. The EUR traded 1.0960, while the GBP slipped to 1.3060, damaged by dovish comments from the Bank of England Governor.
Commodity currencies suffer the stronger reserve, with the AUD attempting to hold 0.6750, while the NZD has tumbled to 0.6120. The RBNZ meet this coming week and are expected to ‘do a Fed’, and cut rates by 50 basis points, which has hit interest rate differentials and the currency hard. The RBNZ will be joined by Bank of Korea and Bank of India making interest rate decisions in the Asia/Pacific area.
商品货币受到美元走强的影响，澳元试图守住 0.6750，而新西兰元则跌至 0.6120。新西兰央行将于本周召开会议，预计将“效仿美联储”，将利率下调 50 个基点，这对利差和币值造成了沉重打击。韩国央行和印度央行将与新西兰央行一起在亚太地区做出利率决定。
Oil prices are surging as the Middle East moves higher on the war escalator. Iran’s massive missile attack, has so far only led to a response from Israel into Lebanon, directed at Iranian proxy Hezbollah. Israel has promised a kinetic response to Iran itself, which will only expand the war. The dangers are not only to energy prices but key supply chains. The other red flag fluttering in markets in the last few days, is US Bond Yields, with markets moving in the opposite direction to the Fed. The US 10-year has broken back above the 4% mark, all pointing to a certain lack of confidence, in the Fed’s new dovish approach to monetary policy. The stronger than expected Non-Farm Payroll number, released last Friday, was a short-term boost to markets and short-lived. US equities tumbled, as closer analysis shows nearly all the gains, are Government jobs. The US was steady to open the week holding at elevated levels. The EUR traded 1.0960, while the GBP slipped to 1.3060, damaged by dovish comments from the Bank of England Governor.
Commodity currencies suffer the stronger reserve, with the AUD attempting to hold 0.6750, while the NZD has tumbled to 0.6120. The RBNZ meet this coming week and are expected to ‘do a Fed’, and cut rates by 50 basis points, which has hit interest rate differentials and the currency hard. The RBNZ will be joined by Bank of Korea and Bank of India making interest rate decisions in the Asia/Pacific area.
简体中文 
English (New Zealand)