美元走强只是暂时，黄金低位回升
关键词：美元走强只是暂时
1月18日，现货黄金从低位出现明显回升，由于美国大规模的疫情纾困前景覆盖了美元走强的影响，并且对于黄金这种作为通胀工具，提升了作为对冲资产的吸引力，现货黄金也出现了明显上涨。
分析师表示，在这样的水平，黄金市场继续相对受到支撑，因为当前美元的涨势与避险需求的关系更大，而不是明显的转强，美国的刺激计划规模非常大，可能在1.9万亿或1.5万亿美元，无论哪个结果都对黄金利好。
今年的通胀主题不容忽视。 有了民主党控制白宫和国会，政府将不会止步于1.9万亿美元，这将对资产负债表造成压力。由于印钞，债券收益率开始预测通货膨胀率将上升。市场担心印钞。美联储的通货膨胀率多年来一直很低。如果我们最终达到2％的通胀率，那可能是美联储无法控制的情况之一。这将对黄金有利。
美联储主席鲍威尔在近期的讲话中指出，在新的平均通货膨胀目标上，美联储并未将其束缚于任何特定的数学公式。通货膨胀率过低更加危险，短期内通货膨胀可能开始加速。随着大流行的消退，我们看到强劲的支出浪潮，我们可能会看到价格上涨的压力。
鲍威尔提到的一个问题是，由于去年的价格大跌，预计通货膨胀和核心通胀将在未来几个月内急剧反弹。美联储将仔细研究这一问题。但除此之外，还有很多原因可以预期，今年的潜在通货膨胀率将回升，并且复苏速度将比以前的衰退更快。商品库存仍然很低，我们看到商品价格和服务价格上涨的压力。考虑到今年需求将强劲反弹，不难发现通胀回升。
本文来源： 大田环球贵金属
最新内容
Risk Warning
Trading bullion and financial instruments carries significant risks and may not be suitable for all investors, requiring careful consideration of investment objectives, experience, and risk tolerance. Key risks include market volatility, leverage risks that can amplify gains or losses, liquidity issues that may prevent executing trades at desired prices, and technical failures in online trading systems. Prices fluctuate unpredictably, and past performance does not guarantee future results. CIDT Global Bullion Limited provides general market commentary but does not offer investment advice and is not liable for any losses incurred from reliance on its information, which may change without notice.
Jurisdiction Disclaimer
CIDT Global Bullion Limited's services are subject to local regulations and may not be available in all jurisdictions. Users are responsible for ensuring compliance with their local laws. Services are not provided in regions where they are prohibited by law, under international sanctions, or require licensing that the company does not hold. By using the platform, users confirm they are not in a restricted jurisdiction and accept full responsibility for legal compliance. The company reserves the right to decline or terminate services in restricted areas without prior notice.