گزارش بازار اروپا investingLive: صعود سهام و افزایش ارزش دلار همزمان با غیبت بازار اوراق قرضه در واکنش به پس از انتشار CPI
سرخط خبرها: توجه: بازار اوراق قرضه ایالات متحده به مناسبت روز وِترانز تعطیل است و سهام با اثرات تورم سنگین CPI دستوپنجه نرم میکنند. معاملات آتی ایالات متحده با بازگشت خریداران در کفهای قیمتی ناشی از هوش مصنوعی صعود میکنند، اما بازار اوراققرضه کار ناتمامی دارد. نزدک امروز میگوید: «پوزیشنهای شورت را ببندید.» جفتارز USD/JPY دوباره به کانال ۱۵۹.۰۰ نزدیک میشود، گاوهای دلار خطر تحریک مداخلات را به جان میخرند. طلا پس از اظهارات والر از Fed درباره احتمال افزایش ۵۰ واحدی نرخ بهره و انتشار CPI بالاتر از حد انتظار، کاهش یافت.
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There wasn't too much post-CPI hustle and bustle as the broader market mood was much calmer today, following the more anxious and jittery showing yesterday.
Equities are keeping the calm as Wall Street looks poised for a strong bounce at the open later. Tech shares are seen making waves in pre-market, with Nasdaq futures bordering on 2% gains led by a better outlook from CoreWeave earnings yesterday as well as Nvidia finding a steadier footing ahead of the opening bell today.
In Europe, regional stocks are also continuing the more positive mood with the DAX closing in on fresh record highs and continuing the solid run since the end of last week.
That being said, trading conditions might be a bit more tricky and difficult to interpret considering that the US bond market is out of action today. The absence of Treasury yields in guiding markets is something to consider, with that having been a key gauge for broader market sentiment especially after the hotter-than-expected US inflation numbers yesterday.
In that lieu, we are getting some mixed signals with the dollar continuing to pull higher today. USD/JPY in particular is trading up to its highest in over two months, jumping above 159.00 and opening up talk of Japan intervention again. Meanwhile, EUR/USD is slipping further to 1.1130 levels after another rejection above 1.1200 earlier in the week.
In the commodities space, gold is also holding a slight bounce on the day to $4,044 but isn't exactly finding much conviction after the pushing and pulling this week. A lot will still ride on the dollar and yields, with Fed expectations having shifted more hawkishly after the inflation data and Fed commentary in recent days.
As for oil prices, we are seeing a minor bounce as well with WTI crude nudging up to $87.33 after quite the beatdown since last week amid hopes for de-escalation in the US-Iran conflict. There hasn't been any concrete progress just yet but markets are still holding on to some relative optimism that things are not going to escalate all too much more in the Middle East - for now at least.
This article was written by Justin Low at investinglive.com.
منبع: ForexLive — متن کامل از فید رسمی منبع، با ترجمهی ماشینی عنوان و خلاصه