特朗普再度炮轰美联储,美元转跌
关键词:美元转跌
虽然说美联储在9月利率决议中降息25个基点来为美元提供了一定的支撑,美元也因此而有所上涨。但是美国总统特朗普再度施压美联储,要求美联储实行更多的宽松政策来缓和美国经济,这点燃了市场对美联储进一步降息的预期,美元吐出大量涨幅。
尽管隔夜美联储9月利率决议鹰派降息25个基点为美元提供支撑,带动美元一度上摸至98.70,但美国总统特朗普再度施压美联储,要求其尽快采取更多宽松措施来“挽救”美国经济,点燃市场对美联储年内进一步降息的预期,美元回吐大部分上个交易日录得的涨幅。
美国总统特朗普表示美联储应降息更多次,因其他央行也降息,并表示美联储主席鲍威尔不知道怎么玩这盘游戏。
隔夜美联储9月如期将目标区间范围降低25个基点至1.75%-2%,决定自9月19日起将超额准备金利率(IOER)下调30个基点至1.8%,还将隔夜回购协议的利率下调30个基点至1.70%。
隔夜美联储鹰派降息,但并未承诺此后将进一步实施宽松措施,利率预期“点阵图”方面,从预期中值来看,年内剩余时间及明年恐不会再降息,更多持鹰派立场的委员为那些没有投票权的委员。不过我行仍坚持预计年内美联储将再降息一次,并于2020年暂停加息。
美联储并不想提前承诺未来将实现更多宽松政策,在未来货币政策决定方面,主席鲍威尔暗示将监测三方面,分别为全球政局及贸易不确定性,全球经济数据表现及美国通胀数据,因此10月初的贸易协商将为下次政策决定的关键考量因素,我行持续预计未来四次利率决议上,美联储将各降息一次,当前市场尚未对此预期进行充分计价。
从美联储政策声明和预测数据中,我们认为美联储准备好进一步放松政策,如果合适的话,就在未来数月内,预计美联储今年第四季度和明年第一季度将分别降息25个基点。
本文来源: 大田环球贵金属
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