特朗普事件让美元市场再度降温
因美国经济数据疲弱，加之有媒体报导称美国总统特朗普遭到特别检察官的调查，市场人气再度转为负面。尽管隔夜美联储主席耶伦的鹰派言论一度刺激美元大幅反弹，但特朗普遭调查的报道令美元多头人气再度出现降温。
因涉嫌妨碍司法，美国总统特朗普正在接受特别检察官穆勒的调查。穆勒眼下正调查俄罗斯可能干涉去年美国大选以及与特朗普竞选团队串谋一事。尽管在任总统不太可能面临刑事起诉，但妨碍司法公正可能构成弹劾的基础。
近期华盛顿政治动荡局面已经对美元构成打压，而最新的这一份报道重燃政治忧虑，从而抑制美元反弹势头。股市也因市场避险情绪升温而受到负面影响。周四亚市盘中，MSCI明晟亚太地区(除日本)指数早盘下滑0.7%，日本股市日经225指数下跌0.4%。E-迷你标普500指数期货则下挫0.3%。
10年期美国国债收益率最新报2.134%，低于隔夜纽约时段收盘时的2.138%，纽约时段曾触及11月10日来最低位2.103%。美国5月消费者物价指数(CPI)意外下降，核心CPI较上年同期仅上扬1.7%，增幅连续第四个月缩减，且为2015年5月以来最小。美国上月零售销售月率下滑0.3%，为2016年1月来最大跌幅，同时也远逊于市场预期的增长0.1%。
美联储半年来第三度加息并维持2017年再加一次的看法后，美元曾自低点展开强势反弹。美联储周三如期加息，并就缩减其4.2万亿美元资产负债表首次给出明确的计划。美联储主席耶伦在新闻记者会上表示，可能在“较短时间内”就开始资产负债表正常化。
分析师指出，美联储似乎认为经济数据疲弱只是暂时性的，但这一观点会在未来数月内受到检验。利率期货走势表明，美联储年内再次加息的概率不到50%。
除了地缘政治忧虑之外，从下图所示，过去数月美元走软与经济数据逊于预期也有很大关系。经济数据表现仍将对美元后市走势产生重要影响。
黄金市场方面，因股市走软且美元停下反弹脚步，金价周四亚市小幅上涨。现货金最新上涨0.2%至1,263.70美元/盎司。周三美联储加息后，现货金一度触及日低1,256.65美元/盎司，为5月26日以来最低。
本文来源： 大田环球贵金属
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