暴风雨前的宁静 黄金市场准备迎接“美联储时刻”
国际现货黄金周三(9月5日)亚市盘初继续在每盎司1315美元附近盘整。周二(9月4日)因美联储(FED)正召开为期两天的货币政策会议,在这之前投资者情绪谨慎,金价当天基本在1311-1318美元间窄幅整理。另一方面,日本央行(BOJ)周三也先于美联储公布利率决议,若该央行进一步宽松,可能助涨美元的涨势,对金价不利。
周二公布的数据显示,美国8月房屋开工降幅大于预期,可能是因为恶劣天气影响了南部地区的建筑活动,但独栋房屋建筑许可劲增,暗示住房需求依然完好。
美国商务部周二称,8月房屋开工减少5.8%,经季节调整后的年率为114万户,此前两个月均为强劲增长。也就是在这一天,美联储(FED)官员开始了为期两天的会议,评估经济形势并审议货币政策。
近来的一系列经济数据表现也不甚理想,比如零售销售、非农就业报告以及工业生产,再加上低通胀,料将促使美联储在周三宣布维持利率不变。根据CME的FedWatch工具,市场消化的本周升息的可能性仅有12%,上周为24%。
另外,隔夜全球股指和美元均上涨,因投资者不仅等待美联储政策会议结果,同时也在等待将于周三亚洲交易时段发布的日本央行政策决定。此次决议受到市场人士高度关注,甚至有机构称其风头可能盖过美联储决议。
对于许多人来说,最重要的问题是日本央行(BOJ)是否会愿意增加其史无前例资产收购计划的规模,或者进一步下调已经是负值的基准利率。
接受彭博调查的经济学家中,略超过多数预计日本央行将会扩大刺激力度。其余大多数经济学家预计央行会等到11月份、或者12月甚至明年再采取行动。还有几位经济学家则预计货币宽松已经就此结束。
其它消息方面,瑞士海关数据显示,瑞士上个月从香港的黄金进口量触及2012年有纪录以来最高,但向香港和中国的合计出口量触及4月以来最低。
全球最大黄金上市交易基金(ETF)–SPDR Gold Trust周二黄金持仓量下降0.41%,至938.75吨,周一为942.61吨。
本文来源: 大田环球贵金属
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