美元升至一周高位日元領跌,關注加銀利率決議
周二(10月26日)美元上揚0.12%,報93.95,美國10年期國債收益率連續第三天下滑;此前數據顯示,美國10月消費者信心意外增強;分析師表示,在一系列央行會議和經濟數據公布之前,美元可能會繼續持穩,這些會議和數據可能會改變人們對利率、通脹和增長率的看法。
專家料歐洲央行本周按兵不動 或于12月調整政策
大田環球分析師預計歐洲央行將按兵不動,同時維持緊急抗疫購債計劃(PEPP)規模在1.85萬億歐元不變。鑒于在9月的會議上已經決定了第四季度的PEPP購買速度,而關于資産購買計劃的調整決定預計也要到12月的才會做出,因此本周即將召開的會議不會帶來什麽火花。會上可能會開始討論後PEPP政策,但是市場不太可能在細節方面獲得太多信息。最後,歐洲央行行長拉加德在新聞發布會上的講話可能會側重于推遲目前2023年12月加息10個基點的市場定價。
澳元兌美元近期內可能難以進一步上漲
近期澳美上漲反映了廣泛風險情緒反彈、出口強勁以及重新開放帶來的提振。市場的鷹派預期可能對澳元有所提振,但鴿派的澳洲聯儲和美元行情表明,澳元的上行趨勢可能是不可持續的。我們預計澳大利亞第四季度的經濟複蘇將比去年(疫情最初爆發後)更加緩慢。預計澳洲聯儲在下次會議將保持鴿派立場。
紐元兌美元上行動力減弱
紐元昨日交投于0.7130-0.7177區間,略低于我們預期的0.7130-0.7180區間。進一步的橫盤交易將不會令人驚訝,盡管略微堅挺的基調暗示了紐元將漲至更高的區間0.7140-0.7185。我們認為,紐美上行勢頭開始減弱,如果跌破0.7125(強勁支撐位),則表明紐元從一周多前開始走強的勢頭已經結束。為了恢複疲軟的勢頭,該貨幣對必須在這1-2天內移動並保持在0.7180上方,否則跌破0.7125就不足為奇了。
本文來源: 大田環球貴金屬
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