美元创近一个月最大跌幅,商品货币大涨
周四(9月23日)美元指数下跌0.39%,报93.10;数据显示,上周美国初请失业金人数意外增加,因加州申请激增,美元几乎没有从数据中获得任何支撑。随着风险偏好改善,各货币各期限的隐含波动率全线下降;10年期美国国债收益率跃升13个基点至1.43%。美国众议院议长佩洛西承诺通过权宜支出法案以避免政府关停。共和党反对这些措施。
机构分析:
英国央行维持基准利率不变,但围绕收紧政策以抑制通胀的辩论正在升温。此次英国央行副行长拉姆斯登和委员桑德斯均支持缩减购债规模至8400亿英镑(目前为8750亿英镑),意味着债券购买将在2021年底前结束。这两位委员认为,不断上升的通胀压力意味着,如果不撤出一些刺激措施,央行将面临持续超过2%年度通胀目标的危险。这是桑德斯第二次,副行长拉姆斯登第一次对目前的购债计划投反对票。
大田环球分析师:
货币市场预计英国央行将在2022年11月进一步加息至0.5%。这意味着在美联储仍在缩减购债的情况下,英国央行将在明年加息两次。这将只会带来下行风险,历史表明央行往往会对紧缩政策失望。
财经网站Forexlive:
就整体的关键信息而言,没有看到英国央行的声明措辞有太大的变化。英国央行仍对劳动力市场前景持谨慎态度,同时他们也继续表示通胀是“暂时的”,即使预期通胀率将升至4%以上。其对经济也不那么看好,因为供应瓶颈和产能限制已开始在很大程度上拖累经济前景,这可以说是他们继续坚持认为通胀是“暂时的”的一个关键原因。除此之外,会议中更强硬的部分是副行长拉姆斯登现在加入了桑德斯的阵营,反对量化宽松政策,并主张将债券购买从目前的8750亿英镑减少到8400亿英镑。
本文来源: 大田环球贵金属
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