金价高位回落,贸易担忧暂缓,市场看好后市
关键词:贸易担忧暂缓
6月10日,金价维持窄幅震荡走势,国内金价从高位回落,美墨达成的贸易协议让风险情绪有所缓和,进一步让金价回调。但是美联储降息的预期仍是金价多头的巨大支撑,市场普遍看好金价的后市表现。
美国与墨西哥上周末就移民问题达成协议,一场新的关税大战得以避免。8日,特朗普连发数条推特盛赞协议的“重大意义”,并称墨西哥将立即开始大量购买美国农产品。
特朗普写道,墨西哥已经同意立即开始从我们伟大的爱国者农民那里购买大量农产品!为了突出强调,这条推文的所有英文单词全部用的大写字母。
不过,该说法却迅速引起美国媒体的质疑。美国媒体指出,墨西哥从未同意特朗普公开宣扬的农业交易。特朗普炫耀,作为非法移民问题协议的一部分,美国将向墨西哥“大量”出售农产品,但是双方公布的协议中并没有这些内容。
针对媒体的质疑,当地时间9日一早,特朗普连发数条推特进行辩护,称报道是虚假的,美国长期以来要求墨西哥采取相关行动,直到这次协议签署才全面得到这些承诺。特朗普还称,如果墨西哥不合作,美国可以重新加征关税,“但我不认为那会是必须的”。
对美联储可能实施降息的预期仍然是目前金价多头的希望。较低的利率降低了持有黄金的机会成本,而黄金没有收益率。
上周五美国劳工部的非农就业报告就业人数和薪资双双疲弱。疲软的非农就业公布后,市场预期美联储降息已成定局,现在问题只是何时降息、以及降息多少基点。
目前联邦基金期货显示,市场预计美联储将在今年年底之前降息超过25个基点,预计到明年7月将降息整整1个百分点。
分析师表示,“美墨贸易的突破改善了投资者的风险偏好,因为此前美墨贸易关系的恶化曾经支撑了避险资产,在经历了几周的避险需求提振金价之后,金价开始出现调整。”
分析师称,黄金价格此前之所以受到压制,是因为市场预期美联储的货币紧缩周期将持续数年。但现在所有人都意识到,美联储的货币政策倾向于另一个方向。不过,很少有人能知道美联储在未来几个月放松货币政策的力度和速度。
本文来源: 大田环球贵金属
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