隔夜市场 市场因美国假期表现平静

隔夜市场交易清淡,美国因独立日长周末而提前休市。除中国和美国外,欧洲和亚洲的服务业和综合 PMI 数据均走弱。在周五公布非农就业数据之前公布的美国 ADP 和 Challenger Jobs 报告显示出劳动力市场正在收紧。由于公布时间位于美国假期,市场对这一平时很重要的数据应该不会有什么反应,除非它是非常令人震惊的数据。在英国进行全国大选和法国将于周日举行的第二轮议会选举之前,欧洲市场紧张不安。法国预计现任总统将遭遇惨败,市场已经考虑到了这一点。欧元上涨至 1.0750,而英镑在选举前有所上涨,升至 1.2730。
欧洲和美国的债券收益率下跌,而美元走软,使商品货币上涨。澳元有望重新收复 0.6700,但新西兰元则难以回升至 0.6100。
There was quiet trading on markets overnight, as the US closed early, for an extended Independence Day long weekend. Services and Composite PMI data was weaker across Europe and Asia, apart from China and the USA. The ADP and Challenger Jobs reports in the USA pointed to the labour market tightening, ahead of the important Non-Farm Payroll number, set to be released Friday. There will be little reaction to this usually important number, due to the US Holiday, unless it is a world-beater or an absolute shocker. European markets operate nervously ahead of key National Elections in the UK and the second round of Parliamentary elections. to be held Sunday in France. Incumbents are expected to lose heavily, so markets have built this in. The EUR rallied to 1.0750, while the GBP gained some ground ahead of the election, moving up to 1.2730.
Bond Yields fell across Europe and the US, while the reserve was softer, allowing for gains in commodity currencies. The AUD looks set to regain 0.6700, while the NZD struggles to push back towards 0.6100.

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