加息飘忽不定 美指走强金银维持震荡偏空
黄金继续徘徊在1340美元下方,曾触及1335美元日低,因隔夜美国公布的经济数据表现向好,同时美联储官员暗示今年应该进一步加息,提振美元指数攀升,道指和标普500指数均创下历史新高,从而打压金价自1350美元上方回落,盘中最低下探1336美元。另外,由于今年以来金价强势上扬,令中国和印度这两个全球最大黄金消费国的需求走疲,未来金价恐难以受到实物需求的支撑。
隔夜美国劳工部周四(8月11日)发布的数据显示,美国8月6日当周初请失业金人数虽然略高于预期值,但已经连续75周低于30万,连续时间创1973年以来最长,这表明美国劳动力市场在8月初仍很强劲,或许会刺激美国经济加速增长。此外,报告显示公司裁员跌至近两年最低点,美国劳工部认为美国已接近或达到充分就业状态。
根据路透调查显示,美联储(FED)或在11月8日总统大选之后的12月进行加息。该调查预期尽管通胀还是相对疲弱,但经济仍会稳步增长。
新华社在上周三的期刊中表示,押注中国今年会实现货币宽松的市场投机者可能要失望而归。
世界黄金协会(WGC)周四表示,今年上半年对黄金的投资需求创纪录高点。世界黄金协会称,印度黄金需求继上半年降至七年低点之后,下半年或受气候提振,黄金需求有望重回理性区间。从印度国内据悉,印度三分之二的黄金需求主要来自农村。
今年以来黄金已上涨27%,主要还是由于美联储加息预期受阻而给予的支撑,目前在全球货币政策日趋宽松的情况下,美联储加息也面临困境。即便是美国经济数据得到改善,但宏观环境仍然是不给力的。不过,目前黄金虽然仍受到美联储加息预期延迟的支撑,但下半年能否像上半年那样强劲上涨则有很大的不确定性。巴克莱分析师称,下半年黄金及大宗商品的走势可能会反转,黄金涨势难以为继。世界最大黄金ETF–SPDRGOLDTRUST持仓周四较上日减少0.3吨,当前持仓量为972.32吨,这已是该基金连续第三日减仓。
本文来源: 大田环球贵金属
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