美财政部长“金口一开”,黄金美股比翼双飞
在本周一(2月8日),美国总统拜登和他在国会的民主党盟友为他们1.9万亿美元的冠状病毒救助计划扫清了道路,议员们上周批准了一份预算大纲,该大纲将允许他们在未来几周在没有共和党支持的情况下强行通过拜登的计划。
美财政部长发言或刺激市场避险情绪
美国财政部长耶伦上周日敦促国会通过拜登总统的经济刺激计划,她说,如果国会通过这一计划,美国可能在2022年恢复充分就业。
参众两院上周五分别通过了一项预算决议,开启了和解进程,使拜登的1.9万亿美元救助计划能在民主党控制的参议院以简单多数获得通过。
“耶伦谈到在2022年前实现充分就业,加上2万亿美元的刺激计划,这推高了通胀飙升的可能性,这对黄金有利,”BMO基础和贵金属衍生品交易主管Tai Wong表示。
大田环球分析师认为,这种“通膨交易”可能会取代美元对黄金和白银可能产生的任何负面影响。
美股正逐渐恢复活力
美国股市周一攀升,在近期上涨至创纪录水平的基础上再创新高,投资者对更多冠状病毒刺激计划和经济复苏仍持乐观态度。
道琼斯指数上涨150点,创下历史新高。标普500指数上涨0.5%,创下历史新高,能源股领涨。纳斯达克综合指数上涨0.6%,盘中也再创新高。
罗素2000指数上周上涨7.7%,创下6月份以来的最佳单周表现,之后又涨1.8%,再创历史新高。2021年,由于投资者对经济快速反弹的希望越来越大,纷纷涌向市值较低的股票,这一基准小盘股上涨了15%。
摩根士丹利首席美股策略师Michael Wilson在一份报告中称,“我们仍处于经济复苏的早期阶段,复苏势头正在增强。随着疫苗的分发和正常活动的恢复,我们继续推荐对经济改善背景下最有增长潜力的股票。”
本文来源: 大田环球贵金属
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