特朗普顾问辞职是黄金入市良机?
美国总统特朗普的经济顾问科恩将离职。在此消息公布后,标普500股指期货暴跌1%,美元兑日元大幅跳水约60点,现货黄金跳涨近6美元。
布朗兄弟哈里曼银行全球外汇策略主管钱德勒(Marc Chandler)表示:“此消息一出,似乎对投资者而言是不利的。因为科恩对贸易保护主义是持反对态度的。”据报道,科恩曾对特朗普将要对铁和铝产品征收关税表示过强烈的反对。
美国财长努钦表示,若《北美自由贸易协定》谈判成功,将不会对加拿大和墨西哥征收钢铁及铝的关税。分析师却表示,他怀疑特朗普真的想发动一场贸易战,并认为科恩的离开会在美国股票市场上建立一个巨大的买入机会。
分析师称,如果市场感到恐慌,我将把它看成是短期买入的机会,而非抛售的理由。努钦不反对征收关税,但科恩反对征收关税以及开打贸易战。特朗普此举可能只是一种谈判策略,但商界、贸易伙伴和国会议员都对此表示强烈抗议。我认为他不想发动一场贸易战就像他不想发动核战争一样。
保护主义究竟是利多美元还是利空美元?人们在这一点上一直有争论。一方面,这是利好美元的,因为这意味着美国需要进口的东西变得更少了。但另一方面,这其实也是利空美元的。因为这意味着一场贸易战争可能会出现,将导致全球经济增速放缓,美元将会贬值。
本文来源: 大田环球贵金属
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