隔夜市场 政治局势左右环球市场

周五股市收盘令人失望,源于政治局势动荡,选举的影响弥漫在市场中。英国和法国提前举行选举,紧随欧洲议会选举之后,预计现任政府将发生重大改变。欧洲的 PMI 数据仍然极具挑战性,制造业大幅萎缩。美国和亚洲的 PMI 数据也较弱,但不如欧洲那么严重。尽管美国股市仍旧在历史高位附近交易,但政治不确定性导致市场紧张不安,地缘政治发展有可能导致市场颠覆。美元本周收盘持稳,欧元兑美元汇率在 1.0700 左右,英镑回落至 1.2640。
大宗商品货币承压,纽元回落至 0.6100,而澳元在澳大利亚央行 IRD 之后收复部分失地,澳元回升至 0.6650,此前澳大利亚央行发表了非常鹰派的评论,称他们考虑进一步加息。本周,市场将关注经济增长和通胀,欧洲和美国都将公布重要数据。市场注意力将集中在美国个人消费支出 (PCE) 通胀指标上,该指标将于本周晚些时候公布。
An anticlimactic close to a very politically volatile week, as election repercussions, permeate markets. UK and French snap elections, follow the European elections, which will see a significant shift away from incumbents. PMI data from Europe remain extremely challenging with deep contractions in Manufacturing. US and Asian PMI was also weaker, but not as dramatically so, as in Europe. Political uncertainty is causing nervous volatility in markets, despite US equity markets trading around record highs. Geo-Political developments have the potential to upend markets. The US Dollar closed out the week steady, with the EUR trading around 1.0700, while the GBP drifted back to 1.2640.
Commodity currencies are under pressure, with the NZD falling back to 0.6100, while the AUD regained some lost ground following the RBA IRD The AUD rose back to 0.6650, following the very hawkish commentary from the RBA, where they considered a further rate rise. This coming week will be focused on growth and inflation, with key readings in both Europe and the USA. Market attention will be firmly focused on the important US PCE inflation indicator, set to be released late in the coming week.

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