通胀预期创新高,金价魅力不减!
周二(12月14日)亚洲时段,现货黄金持稳于1786附近。周一(12月13日)金价小幅上涨,主要因为市场对通胀预期高企,提升抗通胀黄金的魅力。另外,美债收益率与美股的疲软也给金价带来更多支撑,不过美元走强限制其涨势。
纽约联储调查显示消费者对未来一年的通胀预期升至6%的新高
纽约联邦储备银行最新消费者调查显示,美国消费者对未来一年的通胀预期升至6%的新高。
调查还显示,三年通胀预期自6月以来首次下降,达到4%,主要是受到无大学学历受访者的预期推动。然而,无论是短期还是长期,通胀的不确定性水平都在上升,并且都达到了历史新高。
这一结果凸显出近期令美联储和大多数经济学家感到意外的通胀飙升的不可预测性。美联储可能在即将召开的政策会议上宣布加快减码债券收购的步伐。
调查还显示,消费者对经济的乐观程度下降。
调查显示,美国未来一年失业率上升的平均概率提高了0.6个百分点。11月受访者对与一年前相比家庭当前财务状况的看法有所恶化,更多受访者称财务状况变差。
根据调查,美国人预计租金和食品等物价在未来一年会加快上涨,这些支出占据了家庭支出的很大一部分,而且不易被替代。对租金、食品、大学学费、医疗保健和汽油价格涨幅的预期均高于9%。
三大股指齐收低,关注Omicron和美联储会议
美国华尔街股市周一收低,嘉年华和几家航空公司股价急挫,因投资者担心Omicron变种,美联储本周稍晚将召开会议。
旅游相关股下跌,伦敦的感染病例中约有40%是由快速传播的Omicron变种引起的,英国至少出现一例该变种感染死亡病例。
“如果情况变得足够糟,以至于开始实施新的限制,运输、餐馆,所有这类股票都不会有好的表现,”Globalt Investments高级投资组合经理Tom Martin表示,“过去几个月,受我们将回归正常的想法推动,这些股票都获得了买盘。”
道琼斯工业指数下跌0.89%,标普500指数下跌0.91%,纳斯达克指数下跌1.39%。
投资者预计美联储将于周三结束的两天会议的基调将愈发鹰派。预计美联储将发出加快缩减资产购买计划的信号,这可能导致更早开始加息。
Jacob Internet Fund首席投资组合经理Ryan Jacob表示:“本周每个人都在关注美联储,以及我们在购债和利率方面得到什么指引。人们预计美联储将加速缩减量化宽松,在此之前市场有一点紧张。”
本文来源: 大田环球贵金属
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