今日汇评
亚洲早盘，日元兑主要货币汇率攀升，因疲弱的经济数据和股市遭抛售。继美国耐用品订单下滑1.0%后，美联储发布褐皮书表示，美国经济复苏前景弱化。褐皮书调查显示，美国企业区域经济增长过去数月减缓，房地产市场状态低迷，此信息发布后，亚洲股市下跌，日经255指数下跌0.59%。在众多美元利空消息引导下，过去数月非美货币兑美元攀升至高位水平，股票市场暂时低迷。
今日上午新西兰央行发布增加25点隔夜利率至3.00%，市场普遍预期加息得到验证并推动市场。新西兰央行行长波兰德表示，未来加息速度和升幅将会比较温和，因为经济复苏步伐的减缓。波兰德发言导致新西兰元全面下滑，新西兰元兑美元跌幅为0.37%，创下盘中0.7202的新低。
后市展望，市场将密切关注德国的就业人数及欧元区经济的信心指数，还有周五晚美国失业救济申请数据。
Market Brief
The Yen extended its strength through the Asian session this morning and was higher against most of the majors on a combination of weaker macroeconomic data and selloffs in the equity sector. Starting with the release of the durable goods orders (-1.0% act v 1.0% exp/-0.8% prev) and continuing through to the release of the Fed’s beige book, it was all about weakening sentiment during last night’s US session. The beige book business survey showed that the US economic growth slowed in some areas over the past few months, weighed down by the commercial real estate segment. This weakness has filtered into the session with Asian equity markets all lower led by the Nikkei 225 which was -0.59% lower at the time of writing. The other majors have been holding their levels quite stubbornly against the US Dollar amidst all the bearish news, and as a result the positive correlation seen over the past few months between pairs (against the USD) and equity markets seems to have gone for a toss for the time being.
Earlier in the morning, the RBNZ increased their overnight interest rate by 25 basis pts to 3.00%. As the hike was widely expected, the prevailing comments are what seemed to have driven the markets. Governor Bollard said the pace & extent of future rate hikes would be at a more moderate rate as a result of deteriorating prospects for growth. In stark contrast to his comments from June, the RBNZ adopted a more dovish tone and the NZD was weaker across the board. The NZDUSD was -0.37% after hitting an intraday low of 0.7202.
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