隔夜市场 美联储维持利率不变

美联储维持利率不变,符合市场预期,同时预计今年至少会降息一次,这让股市出现小幅反弹,而债券收益率则走低。同一天公布的美国通胀数据符合预期,为 3.3%。美联储预计未来利率将回落至目标 2%。美国经济目前正在恶化,可能重新陷入衰退,这将显著改善通胀前景,但在政治时机上并不受欢迎。德国通胀率回升至 2.4%,正朝着错误的方向发展,因此分析师将非常谨慎。债券收益率和美元走软使英镑回升至 1.2800,而欧元交易价为 1.0730。
美元的走弱也使商品货币有所回升,澳元回升至 0.6650,而新西兰元则回升至 0.6150 以上,市场仍关注通胀和增长。
The Fed left rates unchanged, as expected, but forecast at least one rate cut this year. That was enough for a small relief rally on equity markets, while bond yields drifted lower. The US inflation reading was in line with expectations, coming in at 3.3%, with the Fed expectations for the rate to fall back to the target 2%. The US economy is deteriorating back into recessionary territory, which will significantly improve the inflation outlook, but the political timing will not be welcome. German inflation edged back up to 2.4%, heading in the wrong direction, so analysts will be very wary. The softer bond yields and US Dollar allowed the GBP to rally back towards 1.2800, while the EUR traded 1.0730.
The weaker reserve also allowed some recovery in commodity currencies, with the AUD pushing back up towards 0.6650, while the NZD jumped back above 0.6150, Markets remain focused on inflation and growth.

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