熊傲君:英国100年来首次十二月大选
关键词:英国大选,英国脱欧
导语:2019年即将结束,不过在最后的一个月里,还有一件潜在的黑天鹅等待着市场洗礼,那便是英国的提前大选,这场大选的结果将会引发汇价市场的重点关注,而对于英国内部而言也是至关重要,这将决定了英国的未来,目前双方还在激烈地拉票当中,所以在最后的收官阶段,对于投资者而言仍然不能放松,对于金价而言又会产生怎样的牵连值得留意。
执政的保守党民调领先
北京时间12月12日将迎来英国自1923年以来的第一次圣诞大选,而英国首相约翰逊提前大选旨意对下议院重新洗牌,恢复保守党多数的席位并且打破目前英国脱欧协议的僵局,借此在欧盟给予的弹性日期内提前脱欧。
据民调机构YouGov最新发布的一份民调,英国首相约翰逊有望在12月12日的议会选举中赢得绝对多数。YouGov曾准确预测了2017年的选举结果。根据这份民调,约翰逊所在的保守党可能赢得650个席位中的359个。而主要反对党工党可能只能获得211个议会席位。
工党电视辩论表现良好
在此前举行的首场大选电视辩论中,保守党领袖、首相鲍里斯约翰逊和最大反对党工党领袖杰里米科尔宾围绕“脱欧”主张和国内议题进行了激烈的交锋,其中工党表现好于预期,令科尔宾支持率一度有所上升。
工党代表科尔宾若赢得本次大选,将撕毁约翰逊的脱欧协议,自己再与欧盟达成新的协议,并把协议提交给公众进行投票,但这也就意味着脱欧将再度陷入循环,不过目前来看约翰逊胜算高于不少,那意味着硬脱欧风险将下降,因此也是近期避险下降的原因之一。
总结:本次英国大选的结果将决定着英国的未来,尤其已经僵持多时的脱欧困境,能否达成较好的协议尤为关键,目前来看约翰逊若能胜任将是最好的结果,届时将大幅利多英镑,保守党胜利的机会是非常大的,但是约翰逊能否战胜科尔宾还是充满悬念,最终结果将会在12月12日揭晓。这对于金价而言同样有着影响,特别是潜在的避险情绪一旦爆发,将再度大幅力多黄金。
本文来源: 大田环球贵金属
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