美元霸王碾压金价毫不留情
关键词：美元大涨
现货黄金价格在昨日的价格从18个月地点触底反弹小幅上扬，原因是金价跌破1200关口触发多头抵抗，同时美元在有所回吐涨幅。但是土耳其局势仍然摇摆不定。市场担心土耳其经济困境将打击欧洲银行业，并波及新兴市场，美元将迎来大幅升值。
里拉本月迄今已累计下挫近30%，受累于对土耳其总统埃尔多安在通胀上升情况下仍不愿升息的担忧，以及土耳其与美国之间的外交争端升级。
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土耳其财政部一名官员周二表示，土耳其财政部长阿尔巴伊拉克(Berat Albayrak)周四将与美国、欧洲、中东投资人召开一场电话会议。
《华尔街日报》指出，分析师悲观看待土耳其挽救里拉走势的措施，因为土耳其银行和企业界债务曝险沉重，这项核心疑虑并未化解，而且土耳其央行度过难关的准备金有限。
欧元周二从早先因土耳其里拉暴跌造成的跌势中回升，但投资者担忧若土耳其掀起企业破产潮，欧洲各家银行对土耳其的曝险或将持续给欧元带来麻烦。
意大利执政的北方联盟党的经济事务发言人Claudio Borghi周一甚至警告称，土耳其危机蔓延，推高欧元区几个国家的债券收益率，除非欧洲央行(ECB)保证限制欧元区公债之间的收益率之差，否则欧元将崩溃。
欧洲方面担心的不仅限于银行业。当前欧洲仰赖土耳其控管来自中东冲突区的移民潮，而土耳其借此换取援助。如果土耳其在经济形势不稳之际提高援助要价，而欧洲方面无法满足要求，前者就会让大批移民涌向欧洲，欧洲会面临新的动荡。
陷入货币危机的新兴经济体通常采取的最初反应是动用外汇储备。这意味着他们要卖出美国公债，从而提升美债收益率，而这会帮助提高美元汇率。
美联储实施量化宽松(QE)和超宽松货币政策多年，让很多地区沉溺于以人为压低的利率借入美元。当宽松政策结束时，必定会有反应。甚至在美联储2015年开始升息之前，国际清算银行(BIS)等机构就针对全球追捧美元发出过警告。
但现在欧洲央行已经在缩减量化宽松措施，而且有迹象显示日本央行要朝这个方向努力，尽管是渐进式的。这强化了全球一致退出刺激政策的前景，这种政策退潮很可能暴露出全球金融市场中各种难堪的弱点。
本文来源： 大田环球贵金属
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