对抗通货膨胀的战斗远未结束.

During yesterday’s American session, New York Fed President Williams, stated yesterday that “Restoring price stability is of paramount importance”, potentially hinting that the bank may not be done with raising interest rates just yet. In Yesterday’s Asian session, we highlight the statements made by Japan’s Finance Minister that “if there are too many excessive moves, we will reply accordingly”, hinting that the Government may intervene in the FX market in order to protect the Japanese Yen. Over in Europe, during yesterday’s trading session, Germany’s IFO Business Climate and Business Expectations figures for June, both indicated a continued deterioration in one of Europe’s largest economies, as the economy remains in a technical recession. In the UK Equities markets, we note the deal between Aston Martin (#AstonMartin) and US EV maker Lucid Group, by giving up a 3.7% stake in the company, in return to gaining access to Lucid Group’s proprietary technology, leading to Aston Martin’s stock soaring by 14% following the announcement. In the US Equities markets, IBM (#IBM) announced it would be buying software company Apptio for $4.6 billion, as the cloud services and AI race continues to be at the forefront of market developments. In addition, Tesla’s (#TSLA) stock dropped by nearly 2% following the announcement by GoldmanSachs (#GS) that the stock was downgraded to Neutral, yet in the grander scheme of things, a minor reduction may be insignificant in the long run. Concerns about the supply of wheat appear to be heating up, with the executive director of the Oklahoma Wheat Commission, stating this may be the most challenging year for producers in the last 50 years. Impacting not only the state of Oklahoma but also the state of Kansas which is right next door, spiking fears about the long-term supply of wheat. OPEC appears to be courting Guyana to join the group, potentially consolidating more power across oil producers around the world.

在美国股市, IBM (#IBM) 宣布将以46亿美元收购买微软公司Apptio, 因为云服务和人工智能竞赛继续处于市场的前沿. 此外在GoldmanSachs (#GS)宣布将Tesla (#TSLA) 股票评级下调至中性后，股价下跌了近2%, 但从更宏观的角度来看, 从长远来看，小幅下跌可能微不足道.

对小麦供应的担忧似乎正在升温, Oklahoma州小麦委员会执行董事表示，今年可能是生产者近 50 年来最具挑战性的一年。不仅影响了该州，还影响了相邻的堪萨斯州，加剧了人们对小麦长期供应的担忧. 欧派克似乎正在争取圭亚那加入该组织, 这可能会巩固全球石油生产商的更多权力.

今日其他亮点:

在今天欧洲时段, 我们将获得6月份英国国家房价, 但请注意该发布可能会延迟, 而在货币方面，我们注意到欧洲央行主席Christine Lagarde, 英国央行MPC 成员Dhingra, 加拿大央行副行长Kozinski 和挪威央行行长Ida Wolden Bache 计划将发言. 在美国时段, 我们将获得5月份加拿大消费物价指数率, 6月份美国消费者信心, 5月份新房销售数量和6月份里士满联储综合指数, 而石油交易者对周API 原油库存数据的发布可能会更感兴趣. 在明天亚洲时段，我们注意到5月份澳大利亚消费物价指数率的发布.