美元贬值 美股、美收益债走高
关键字：美元兑欧元汇率、美国股市、美国收益债
联邦公开市场操作委员会(FOMC)9月18日意外将量化宽松货币政策(QE)规模维持不变后,美元相对欧元出现了挫贬走势,瑞银(UBS)也决定调降美元相对于欧元的投资评等至“中立”,并看好美国股市、美国高收益债。
彭博社26日报导,瑞银投资长Alexander Friedman在一封每月固定对客户发出的信函上表示,美元是投资客中最受青睐的货币,显然有部份是受到联准会(FED)可能减码QE的影响。不过,市场的预期应该会在未来几周陆续修正,基于这个理由,瑞银也决定将美元相对于欧元的多头部位予以平仓。
Friedman表示,举债上限的问题是瑞银预估FED会等到12月才减码QE的部分原因。此外,瑞银也持续看好美国股市与美国高收益债,主因民间去杠杆化的行动已接近尾声。
在欧洲方面,瑞银指出,当地经济过去一个月虽有起色,但这仅代表去杠杆化的速度趋缓、而非结束。另外,美股、欧股虽同样有吸引力,但瑞银仍较看好美股,主因美国的货币政策具弹性,较能支撑经济复苏。
美国的经常帐赤字已开始出现缩减迹象,主要是拜海外市场改善提升美国制商品的需求之赐,而美元贬值有望增加该国的出口竞争力。
美国商务部经济分析局(BEA)9月19日公布,2013年第二季经常帐赤字较前季修正后的1,048.95亿美元缩减5.7%至988.93亿美元,创2009年第3季以来新低,主要是拜出口增温、收入盈余上升、劳务盈余增加之赐。据Thomson Reuters调查,经济学家原先预期第二季经常帐赤字将为968亿美元。
除此之外,美国经济咨商理事会(The Conference Board)19日公布8月份领先指针(LEI)优于预期,较前月上升0.7%至96.6,增幅高于彭博社调查预估的0.6%,意谓着经济的复苏力道日益增温。领先指针6、7月的增幅分别为0%与0.5%。
推荐阅读：
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.