隔夜市场 欧洲消费信心指数下跌,市场下行

受德国和法国消费者信心指数的影响,欧洲股市隔夜下跌。德国消费者信心指数大幅下跌,可能是受到欧洲政治局势的影响。美国新屋销售萎缩,建筑许可也出现回落,说明房地产行业的疲软。但美国市场更关注即将公布的通胀数据,美联储首选的指标- PCE个人消费支出指数将于明天公布。市场预计将再次上升,这将削弱降息的可能性。高利率给所有行业带来压力,并应反映在股票和债券市场上。隔夜,欧洲和美国的债券收益率上升。欧元跌回 1.0700 以下,举步维艰,而英镑可能测试 1.2600 的低点。
商品货币也遭遇压力,澳元交易价低于 0.6650,而新西兰元跌破 0.6100。新西兰商业信心数据将于今日公布,而美国市场将关注GDP增长和通胀。
European equity markets dipped lower overnight, following Consumer Confidence readings in both Germany and France. German Consumer Confidence, in particular tumbled sharply, undermined by the political insecurities embracing Europe. US New Home Sales contracted, as Building Permits also retreated, confirming the weakness in the housing sector. US Markets are focused on inflation, with the Fed’s preferred measure, the PCE, set to be released tomorrow. Inflation is expected to rise again, in the US, which will dampen the likelihood of any interest rate cuts. High interest rates keep the pressure on all sectors and should be reflected in equity and bond markets. Bond Yields rose in Europe and the US overnight. The EUR dipped back below 1.0700, struggling, while the GBP may test the lows of 1.2600.
Commodity currencies also suffered the bounce in the reserve currency, with the AUD trading below 0.6650, while the NZD crashed under 0.6100. NZ Business Confidence data will be released today, while US markets will focus on GDP growth and inflation.

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