拜登经济计划提高美元士气,金价空头将要发力?
关键词:拜登经济计划提高美元士气
周三(3月31日),现货黄金自日内创下的三周低位1677.99美元反弹,但仍可能录得2016年四季度以来最大季度跌幅,因美元指数料时隔三个季度后重新收涨,投资者押注大规模财政刺激举措和疫苗接种进展,将帮助美国引领全球经济从疫情中复苏。
拜登将大修美国基建
美国国会通过了总统拜登提议的1.9万亿美元疫情救助法案。该计划包括向大多数美国人直接发放1400美元的救济金,每周400美元的失业补助,以及延长使数百万美国人有资格获得失业保险的项目。该计划还将发放200亿美元用于新冠病毒疫苗接种,500亿美元用于检测,3500亿美元用于州、地方和社区政府的救济。
道明证券高级美国利率策略师说,市场对更多刺激措施感到不安,担忧通胀上升风险,并担心量化宽松减码,套利和仓位止损可能加剧了黄金抛售。
抗疫成果,欧美天壤之别
本周稍早拜登曾表示,到4月19日,90%的美国成年人将有资格接种疫苗;5月底之前,疫苗产量应该足以供应所有成年人。据分析师估计,3月份美国三种授权疫苗的月产量将达到1.32亿剂,是2月份4800万剂的近三倍。
随着纾困法案中的金融刺激措施实施,而且越来越多的人接种疫苗,拜登也表达了乐观情绪。相比之下,欧洲疫情却出现了新的恶化,一些欧洲国家仍在实施最严格的旅行限制举措,这进一步提升了美元的避险魅力。
德国总理默克尔称,将向地方政府施压,要求强化疫情应对措施,以抑制新冠病例数增加。知情人士称,法国总统马克龙3月31日晚些时候很可能将宣布全国性措施,以遏制新冠病毒感染病例激增。这将标志着地区性措施方法的终结。
金属交易总监表示:“对未来经济的乐观情绪继续推动债券收益率走高,这肯定让包括黄金在内的许多大宗商品市场失去了动能。”
澳洲国民银行大宗商品研究主管表示:“在美国收益率上升、经济复苏、疫苗接种、以及投资人对于成长前景更为乐观的环境下,(黄金)避险需求将会迟滞。”
本文来源: 大田环球贵金属
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