另外,摩根士丹利的Bruna Skarica在报告中表示,如果全球能源供应的扰动在近期得到解决,英国央行可能在4月降息。中东战争以及能源价格上涨重新引发了通胀担忧,并导致市场降低对英国央行3Expectations of monthly interest rate cuts.LSEG数据显示,货币市场目前计入英国央行3月降息的概率为15%, and4月降息的概率为36%。摩根士丹利此前预测英国央行将在3Month7Month and11月降息,现调整为4Month11月和次年2月降息,前提是能源供应中断不会长期持续。
The data that needs to be monitored today is Germany2monthCPI年率终值、美国2monthCPI年率未季调和美国3monthIPSOSMain Consumer Sentiment IndexPCSI。
USD Index
The US dollar index fluctuated upwards yesterday, with a slight daily increase and spot exchange rates trading at98.90附近。除空头回补对汇价构成了一定的支撑外,中东局势的不确定担忧也对汇价构成了一定的支撑。此外,时段内美国表现良好的经济数据和对美联储3月份按兵不动的预期也对汇价构成了一定的支撑。今日关注99.50Nearby pressure situation, supported below98.50Near.
euro/dollar
The euro fluctuated and fell yesterday, with a slight daily decline. The current exchange rate was traded at1.1620附近。除获利回吐对汇价构成了一定的打压外,美元指数在中东不确定担忧激发的避险买需和美联储的降息预期降温的支撑下收涨也是施压欧元走软的重要因素。此外,时段内德国表现疲软的经济数据也对汇价构成了一定的打压。今日关注1.1700Nearby pressure situation, supported below1.1500Near.
pound/dollar
The pound fluctuated and fell yesterday, with a slight daily decline. The current exchange rate was traded at1.3450附近。除获利回吐对汇价构成了一定的打压外,美元指数在良好经济数据、美联储降息预期降温等因素的支撑下反弹也是施压英镑走软的重要因素。不过,对英国央行的降息预期降温限制了汇价的回调空间。今日关注1.3550Nearby pressure situation, supported below1.3350Near.