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美元相对于3个主要货币对小幅走低。澳元兑美元是最大的推动者。

.美国交易时段开始时,美元兑欧元(-0.05%)、日元(-0.17%)和英镑(-0.06%)变化不大。 美元兑瑞士法郎和加元也小幅走低。

美国交易时段开始时,美元兑欧元(-0.05%)、日元(-0.17%)和英镑(-0.06%)变化不大。美元兑瑞士法郎和加元也小幅走低。美国早间快照中最大的变动是兑澳元,澳大利亚央行降息25个基点后,美元兑澳元走高,但确实谈到了降息50个基点。这激励卖家压低这一货币对。

总而言之,澳大利亚储备银行将现金利率目标从4.10%下调至3.85%,理由是通胀持续缓解。虽然由于短期因素,总体通胀可能会暂时上升,但预计潜在通胀将保持在2-3%目标范围的中点附近。澳大利亚央行承认关税政策转变及其对经济活动的潜在影响带来的全球持续不确定性。尽管私人国内需求出现复苏迹象,劳动力市场状况持续紧张,但董事会认为通胀风险更加平衡。由于通胀目前处于目标区间内,上行压力有所缓解,美联储认为降息是适当的,可以减少政策的限制。不过,它仍然保持谨慎,并将密切关注全球和国内的发展,以指导未来的决定。

澳大利亚央行行长布洛克表示,

澳大利亚储备银行准备在必要时采取进一步的利率行动,并指出价格上涨已经放缓。她将最新举措描述为充满信心的降息,并透露董事会讨论了一系列选择,包括降息50个基点或25个基点,以及维持利率稳定的可能性。最终,共识支持降息25个基点,她称这目前是正确的举措,尽管进一步的调整仍在讨论中。布洛克指出,企业正在报告利润率压力,虽然有人支持大幅降息50个基点,但这并不是主流观点。她强调,目前尚不清楚这次降息是否会导致一系列更长时间的降息,并澄清说,澳大利亚央行不认可当前的市场定价,预计到年底降息约55个基点。布洛克补充说,如果通胀继续下降,将为进一步降息创造空间。

在上面的视频中,我从技术角度来看四种货币对,以启动您的美元交易日。有哪些级别在发挥作用以及为什么。注意。做好准备。

在其他央行行长的谈话中:

  • 欧洲央行的克拉斯·诺特 stated that the mid-term inflation outlook remains too uncertain to commit to a rate cut in June. While he acknowledged that upcoming ECB projections are likely to show lower inflation for 2025 and 2026, the long-term trajectory of inflation is unclear. This uncertainty is making it difficult to determine the appropriate course of monetary policy at this stage.
  • 欧洲央行的Isabel Schnabel commented that disinflation remains on track, but new external shocks are complicating the policy outlook. She noted that while tariffs could have a short-term disinflationary effect, they introduce upside inflation risks over the medium term. Schnabel also highlighted that the Euro’s recent appreciation presents a strategic opportunity to strengthen its role as a global currency.
  • 欧洲央行的何塞·路易斯·埃斯克里瓦 emphasized that the global financial environment is being shaped by heightened geopolitical tensions, evolving trade disputes, and increasingly unpredictable policy moves by the U.S. administration. He warned that these dynamics could pose risks to financial system stability. According to some scenarios, while higher tariffs may impact the U.S. more significantly, the Eurozone could also face secondary effects.

Meanwhile, 英国央行的休丸 described his recent vote against an interest rate cut as a "skip" rather than a reversal, emphasizing it was part of a continued, cautious withdrawal of monetary policy tightening. He expressed concern over persistent inflation pressures, noting that the structural changes in wage and price-setting behavior have made inflation in the UK more stubborn. Pill argued that the current pace of quarterly 25 bps cuts, ongoing since last summer, is too aggressive given the risks to price stability and the strength of some pay indicators. While he believes the broader disinflation process remains intact and agrees with the Monetary Policy Committee’s (MPC) overall outlook, he advocated for a more measured approach to rate reductions. He stressed that future cuts should be cautious and not overly reliant on short-term data surprises, especially in a climate where new economic shocks could prolong inflation.

美国股市走低,期货暗示:

  • 道琼斯工业平均指数期货与收盘价持平
  • 标准普尔指数期货暗示下跌-8.85点
  • 纳斯达克期货暗示下跌-53点

在欧洲市场,美国市场开盘时主要指数均走高:

  • 德国达克斯,+.55%
  • 法国CAC,+0.63%
  • 英国富时100指数,+0.67%
  • 西班牙Ibex,+1.52%
  • 意大利富时指数,+0.72

在美国债务市场,收益率略有下降。昨天,受穆迪下调评级的影响,收益率在开盘时走高,但收盘时出现逆转,收盘时几乎没有变化。

  • 2-年收益率3.968%,-1.5个基点
  • 5-年收益率4.068%,-1.4个基点
  • 10-年收益率4.469%,-0.6个基点
  • 30-年收益率4.939%,-0.1个基点

在其他市场:

  • 原油价格下跌0.16美元,至61.95美元,跌幅0.30%
  • 黄金上涨6.18美元或0.19%,至3236.41美元
  • 比特币交易走低,-527美元,至105,085美元

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