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德国组阁谈判新进展 黄金白银日内调整

截止至今日北京时间14:00,国际现货黄金价格为1341美元/盎司,日内冲高至1342.2美元/盎司附近,最低下探至1338.1美元/盎司附近;现货白银横盘震荡,报17.32美元/盎司。

默克尔能否走完第四任期存疑:社民党领袖称,其对社民党与基民盟展开联合谈判持乐观态度。1月15日,一位政治分析人士表示,德国可能离组建新政府更近了一步,但有人怀疑总理默克尔是否有足够的实力,顺利度过第四次任期。默克尔领导的基民盟、绿党和自民党之间的联合谈判失败后,基民盟和社民党在1月12日达成共识,两党之间有足够的共同点,能共同努力组建一个新政府。 然而,拉斯穆森环球公司数据和民调主管施尼克怀疑,默克尔是否有所需的足够政治力量,整个任期都能维持掌权。

日本或成股市大调整催化剂:法国兴业银行(SocGen)策略师阿尔伯特·爱德华兹(Albert Edwards)在上周给客户的信中指出,意外的货币紧缩将是引发下一次“大调整”(Great Unwind)的催化剂,会让创纪录的全球股市戛然而止。爱德华兹认为,这个将带来巨大货币冲击的国家是日本。“多数投资者都将注意力放在美国不断改善的经济前景、特朗普税改,以及欧元区过去一年在经济增长前景的快速改善上,另一个大的发达国家在某种程度上被忽略了,那就是日本。”


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