金融市场经历了一个繁忙的早晨，在短短的1个小时的时间，两大央行-美联储与新西兰央行-根据本国经济现状对其官方利息率作出决议。结果并没有在预期之外，美国与新西兰均保持其官方利息率不变，美联储将联邦利息率保持在0.25%-0.5%之间，新西兰央行将官方利率保持在2.5%不变。
但同时两国央行均表示对于经济前景不为乐观的态度。由于受新西兰央行较为鸽派言论的影响，纽币再次出现大幅下跌，截至北京时间4点30份，由昨日最高点0.6532下跌近百点至0.6444。
美联储表示加息需要“循序渐进”
美联储的议席决议内容整体显示较为鸽派，基于目前通胀率预期水平较2%的短期回落，决定了加息的进程需要“循序渐进”，基准利率可能会在更长一段时间内保持不变。这表明了美国目前经济现状仍然没有足够的基础可以实现积极的加息。其提到低通胀率主要受能源价格走低与非能源进口价格下滑影响，主要由于美元的走强与原油价格的持续低迷。对于未来的货币政策调整需要对于全球经济现状作出严密的观察，以来评估其对于就业市场与通货膨胀率水平，达到风险与经济前景的平衡。
“The Committee expects that economic conditions will evolve in a manner that will warrant only gradual increases in the federal funds rate; the federal funds rate is likely to remain, for some time, below levels that are expected to prevail in the longer run.”- Fed Statement, 27 Jan, 2016.
同时，美联储保持对于本金在投资的政府机构持有债务与抵押贷款支持证券与展期到期国债拍卖的政策不变，其期限将一直延续到联邦基金率达到其正常水平为止。
美联储的言辞偏显鸽派，会议后美元与全球股市均有下滑，主要是由于对于经济前景的担忧考虑，同时欧元、日元与黄金有所上涨，反映出投资者风险偏好走高。
新西兰央行表示出强烈“宽松”预期，纽币再跌
相比美联储言辞，新西兰央行的议席内容更显鸽派，其表示基于出口价格的下滑，纽币汇率有望进一步贬值。由于中国经济形势及其他新兴市场的考虑，加之大宗商品与原油价格的低迷，全球金融市场大幅震荡，风险增加，全球的通胀率水平均持续低位，新西兰主要消费物价指数 （CPI）仍然低迷。
货币政策需要继续其宽松的政策，可能未来的一年中会对进一步实行宽松的政策以保证平均通胀率水平能够达到中度目标水平，也需要观察对未来的经济数据而定。
“Headline inflation is expected to increase over 2016, but take longer to reach the target range than previously expected. Monetary policy will continue to be accommodative. Some further policy easing may be required over the coming year to ensure that future average inflation settles near the middle of the target range. We will continue to watch closely the emerging flow of economic data.” - RBNZ 28 January, 2016.
另外，新西兰恒天然乳业昨日下调了对于2015-2016年奶粉收购价格的预期，由4.60纽币/千克下调至4.15纽币/千克，下跌幅度达0.98%。这主要是由于全球乳制品拍卖价格自去年12月份以来连续四次走低，给新西兰奶品出口继续施压。
纽币应声再次大幅下滑，目前纽币/美元运行于0.6433附近。新西兰央行有可能在上半年再次降低官方利息率，则有可能进一步打压纽币至前低0.6230的位置。新西兰央行的下一次会议在3月10日。
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