中美贸易战无法带动美元多头
关键词:中美贸易战
本周美元指数处于劣势,正在逐步下调,当前市场对于中美贸易战的升级的忧虑有所缓和,同时对于风险资产的偏好持续热络。美元正在逐步丧失避险属性的优势,当前向上动能仿佛已经全部耗尽。
实际上本周截止目前美元指数未能成功获得上行动能,虽然本周中国和美国互相征收新一轮贸易关税,但与此前几轮不同的是,本次贸易紧张局势升级未能提振美元。
一季度中大量构筑美元投机性净空头头寸,以至于二季度,由于利差的原因,这部分空头头寸则被“狠狠地”逼空,持续利好美元多头的走势。
同时由于特朗普大肆追求其理想的美国贸易关系,市场将目光转至了全球贸易紧张局势和对全球经济增长预期的下调,即便美国经济仍扬帆远航。
通常当某一央行打算提高利率时,往往是该国货币的看涨信号。但当前的美元恐怕无福消受这一利好,有分析人士指出,对下周美联储的加息预期,可能正闪烁着卖出美元的信号。
分析师表示,在未来6-9个月内,美元兑一篮子货币可能会暴跌10%。美元目前处于阶段峰值,未来6-9个月欧元兑美元可能从周三的约1.17关口升至1.25关口,这也是做空美元兑日元的良机。
基于联邦基金期货,市场当前认为美联储下周加息25个基点几乎是肯定的。周三的合约显示,到2018年底,市场定价的加息幅度将超过45个基点;投资者的注意力甚至已经越来越多地转向明年的加息前景,美联储此前设定的2019年加息三次的路径似乎也愈发得到市场认同。
本文来源: 大田环球贵金属
最新内容
Risk Warning
Trading bullion and financial instruments carries significant risks and may not be suitable for all investors, requiring careful consideration of investment objectives, experience, and risk tolerance. Key risks include market volatility, leverage risks that can amplify gains or losses, liquidity issues that may prevent executing trades at desired prices, and technical failures in online trading systems. Prices fluctuate unpredictably, and past performance does not guarantee future results. CIDT Global Bullion Limited provides general market commentary but does not offer investment advice and is not liable for any losses incurred from reliance on its information, which may change without notice.
Jurisdiction Disclaimer
CIDT Global Bullion Limited's services are subject to local regulations and may not be available in all jurisdictions. Users are responsible for ensuring compliance with their local laws. Services are not provided in regions where they are prohibited by law, under international sanctions, or require licensing that the company does not hold. By using the platform, users confirm they are not in a restricted jurisdiction and accept full responsibility for legal compliance. The company reserves the right to decline or terminate services in restricted areas without prior notice.