林幽沃:特朗普为何突然取消会晤?
北京时间5月24日晚间,美国总统特朗普取消在新加坡6月12日的会晤。消息一出,市场避险情绪升温,市场反应不一,具备避险属性的现货黄金和日元都取得不少的涨幅,但其余货币反应较小。
本次是双方都期待已久的会晤,特朗普为何突然将会晤取消?
原因1:“利比亚弃核模式”
在前段时间,美国副总统彭斯在接收媒体采访时提及“利比亚弃核模式”,卡扎菲最终的结果是全世界有目共睹,在会晤再次提及“利比亚弃核模式”令对方感到非常愤怒,在无核化的问题上进一步出现分歧,
原因2:外交骂战
特朗普在对方近期的外交申明中感觉到公开的敌意。24日崔善姬说,“要么美国在会谈场合上见面,要么在核对核的决战场上见面”。这一番言论令美国方面感到有威胁的成分存在,显然在对立的前提下,会晤也不会得到结果。
美朝会晤还存在机会吗?
在特朗普的角度来看,如果能在任内成功以对话方式解决朝核问题,属于最重要的外交政绩之一,美国依然会通过韩国的渠道,寻求与对方最好的对话时机。
在金正恩的角度来看,经济、粮食方面都需要更多的国际帮助,如能在保证政权的前提下,依然会积极与外界进行对话,但目前来看,美国依然没有给予对应的尊重。
大田环球贵金属林幽沃认为,本次仓促的会晤被取消实际上是双方依然未能达到有共识的前提,从市场反应较小的情况来看,早已有一定的预期,避险情绪未必令贵金属产品迎来大涨。市场关注点在未来1个月内,可能以美联储的加息步伐作为炒作概率较大。
本文来源: 大田环球贵金属
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