大选后美元涨势如固
周五(11月11日)亚太时段,美元兑日元早盘徘徊于3个半月高点附近,隔夜大幅上涨。市场预期特朗普政府可能采取财政措施刺激美国经济,并推高利率。
目前美元/日元持稳于106.80附近水平,隔夜涨至7月21日以来高点106.95。
美元兑日元周线有望上涨3.6%。市场最初预测,由于特朗普胜选,日元有望凭借避险币种的身份上涨。
本周三(11月9日)美元/日元一度跌向101,当时特朗普战胜希拉里引发市场担忧。但随着普遍的避险情绪消退,加之美国公债收益率上升,之后美元强势反弹。
对于特朗普将会增加支出并提升通胀的预期,推动美国长期公债收益率升至逾10个月来的最高水平。
荷兰国际集团(ING)汇市策略师指出,“万一美国通货再膨胀交易获得动能,长期美债收益率有序上涨可能连同美联储(Fed)收紧政策,则可能推动美元/日元走高。”
但他们仍警惕不要掉以轻心。
该策略师称,“相比之下,如果特朗普任内的主题转变为保护主义,则避险日元就可能上涨,美元/日元可能跌至远低于100水平。”
与此同时,墨西哥比索也反映出这样的担忧,比索兑美元持于20.50水平,接近周三(11月9日)所及的纪录低点。
美元兑其他货币则仍居高不下。隔夜欧元兑美元隔夜下跌1%以后,目前持平于1.0890一线,欧元周线料将挫跌2.3%。
美元兑瑞郎周三受特朗普胜选影响跌至近3个月低位0.9550,目前则持平于0.9875附近。
此外,目前澳元兑美元持稳于0.7600一线附近,周线料将下跌0.8%。
本文来源: 大田环球贵金属
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