黄金风险偏好回升受打压,脱欧又有新动向
关键词:黄金风险偏好
4月3日,现货黄金延续反弹趋势,虽然英国首相希望和反对党妥协,欧盟给出了积极回应,推升英镑上升。美元指数回调,但风险偏好也限制了金价的上涨。同时市场对中美贸易局势的担忧进一步减退。
有关美中贸易谈判取得进展的报导,再加上两国制造业活动数据令人感到宽慰,在最近几日支持风险偏好,日内推升中国股市至逾三个季度新高。沪综指创去年5月21日以来新高的3219.26点;深成指创去年6月7日以来新高的10350.57点。
日内公布的美国3月ADP就业数据——素有“小非农”之称——创十八个月来最慢增速,实际录得12.9万,预期17.5万,前值为18.3万。但黄金短线上浮2美元左右后便很快回吐涨幅。
按照当前美国人口形势,美国每月创造10万个非农就业岗位就能吸收劳动力增量。因此尽管3月ADP数据大幅不及预期,但仍未到危险水平。黄金避险买盘反应较为克制。
英国首相特雷莎·梅此前表示,她将要求欧盟再度延长英国脱欧谈判期限,以便与反对党工党领袖就脱欧协议达成共识。这可能导致英国最终将“软脱欧”。
她指出:“我希望与反对党领袖坐下来谈,设法达成一项我们双方都会信守的计划,从而确保我们脱离欧盟,而且是在达成协议的情况下脱离欧盟。我们将需要进一步延长第50条款(脱欧通知),延期要尽可能短,而且当我们通过协议时就结束。我们需要明确延期是为了确保我们及时有序地脱离欧盟。”
占比英国经济高达80%的服务业在3月份表现如此糟糕,英镑多头却表现得如此淡定,进一步证实特雷莎·梅的最新声明,已经大大降低了英国无协议脱欧的概率。
保守党议员Jacob Rees-Mogg在一场会议后对记者表示:“这是极度令人不满的方法,这不符合国家的利益,未能兑现公投结果,而且历史经验表明这不会有好结果。”
英国前外交大臣约翰逊(Boris Johnson)表示,与工党妥协将是背叛公投,声称英国可能不在欧盟内,却仍得受制于欧盟的规定。
脱欧后英国与欧盟保持紧密联系,对保守党内很多人来说无法接受,可能导致保守党分裂。这是黄金避险买盘可以仰赖的一大前景。
本文来源: 大田环球贵金属
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