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晨间竞价:让鸽派声音响起Morning Bid: Let the doves sing

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这是由Rocky Swift带来的欧洲及全球市场前瞻。随着美国联邦储备委员会官员隔夜释放出不那么强硬的信号,新加坡也出人意料地维持政策不变,延续了鸽派趋势。

A look at the day ahead in European and global markets from Rocky Swift With US Federal Reserve officials singing a less hawkish tune overnight, Singapore kept the dovish trend rolling with a surprise hold on policy. All 10 analysts polled by Reuters had expected the Monetary Authority of Singapore to tighten monetary settings on Wednesday.

路透社调查的全部10位分析师此前均预计新加坡金融管理局将在周三收紧货币政策。但新加坡金管局却维持政策不变,理由是增长和通胀将会放缓。

But instead, the MAS kept policy on hold on the view that growth and inflation would ease. So maybe the energy shock to prices isn't so bad?

所以,能源价格冲击或许并没有那么严重?又或者我们只是需要更多数据?

Or we perhaps just need more data? On the data front, the main event is the US Labor Department's reading for the September consumer price index.

在数据方面,重头戏是美国劳工部即将发布的9月份消费者价格指数。分析师平均预计该指数环比上涨0.6%,高于8月份的0.4%,年通胀率则从3.4%加速至3.6%。

Analysts on average estimated a 0.6% month-on-month rise versus 0.4% in August, with annual inflation accelerating to 3.6% from 3.4%. Additionally, the Fed is due to publish its Beige Book report on how US regional economies are faring as policymakers debate the need for more tightening.

此外,美联储将发布关于美国各地区经济表现的《褐皮书》报告,此时政策制定者们正在讨论是否需要进一步收紧政策。纽约联邦储备银行行长约翰·威廉姆斯隔夜表示,他仍预计今年还会加息一次,但淡化了2027年再次加息的必要性。

New York Federal Reserve President John Williams said overnight he still sees one more interest rate hike this year but downplayed the need to lift again in 2027. Traders see a 77% chance that the Fed will leave its policy rate unchanged at its October 27-28 meeting, up from 51% a month ago, while pricing in about 75 basis points of tightening by late 2027, CME Group's FedWatch Tool showed.

芝加哥商品交易所集团的“美联储观察工具”显示,交易员认为美联储在10月27日至28日的会议上维持利率不变的可能性为77%,高于一个月前的51%,同时市场定价反映出到2027年底将有约75个基点的紧缩。

The chorus of Fed speak continues with Richmond Fed President Thomas Barkin scheduled to participate in a fireside chat in Virginia, while Fed Vice Chair for Supervision Michelle Bowman is due to talk in Bangkok.

美联储官员的表态仍在继续,里士满联邦储备银行行长托马斯·巴尔金计划在弗吉尼亚州参加一场炉边谈话,而美联储负责监管的副主席米歇尔·鲍曼则将在曼谷发表讲话。

The Thai capital is where it's at this week, with the International Monetary Fund and World Bank carrying on annual meetings there.

本周的焦点在于泰国首都,国际货币基金组织和世界银行正在那里举行年会。

Seemingly speaking to France, the IMF's Rodrigo Valdes said in Bangkok that the body had "dialled up" the urgency of its call for governments to rein in debt.

国际货币基金组织的罗德里戈·瓦尔德斯在曼谷似乎针对法国表示,该机构已“提高”了呼吁各国政府控制债务的紧迫性。欧洲中央银行行长克里斯蒂娜·拉加德则更为直接,称法国需要自行解决其债务困境。

European Central Bank President Christine Lagarde was more direct, saying France needed to solve its debt woes on its own. Earnings were mixed overnight from Citigroup and other major financial groups.

花旗集团及其他主要金融集团隔夜发布的财报表现喜忧参半。周三将迎来贝莱德、摩根士丹利和美国银行的财报,分析师预计这三家公司第三季度业绩均将实现增长。

Wednesday brings results from BlackRock, Morgan Stanley and Bank of America, with analysts expecting all three to show increases in the third quarter. The source of all the inflation concern doesn't seem to be ebbing.

所有通胀担忧的源头似乎并未减弱。在也门与伊朗结盟的胡塞武装对沙特阿拉伯发动更多袭击后,亚洲交易时段油价攀升。伊朗官员描述了针对霍尔木兹海峡船只的新战术,以维持高油价。

Oil prices climbed in Asian trading following more attacks by Yemen's Iran-allied Houthis on Saudi Arabia. Iranian officials described new tactics to target ships on the Strait of Hormuz to keep oil prices high. Elsewhere, China's export growth topped market forecasts in September, with robust overseas demand helping offset weak consumer spending.

在其他方面,中国9月份出口增长超出市场预期,强劲的海外需求有助于抵消疲软的消费支出。

In early European trade, the pan-region Euro Stoxx 50 futures were up 0.36%, German DAX futures rose 0.38%, and FTSE futures edged 0.07% higher.

在欧洲早盘交易中,泛欧斯托克50指数期货上涨0.36%,德国DAX指数期货上涨0.38%,富时指数期货微涨0.07%。美国标普500指数电子迷你期货上涨0.22%。周三可能影响市场的关键动态:

US stock futures, the S&P 500 e-minis, were up 0.22%. Key developments that could influence markets on Wednesday: • Germany: Reopening of 21-year and 30-year government debt auctions