熊傲君:美国大选逐渐进入白热化,拜登特朗普花落谁家?
关键词:美国大选,现货黄金行情影响
导语:时隔四年,美国大选将在年底11月份再度上演角逐的好戏,在2016年大选过程中,现货黄金曾经上演了超级行情,日内幅度超多100美元。由此可见,每一次的美国大选都会牵动着金价的走势,尤其是现阶段经济环境如此脆弱的特殊时期,恐怕会更加敏感。
特朗普遭遇连任危机
自特朗普上任以来,一直备受着巨大的争议,在各项美国优先的政策后已经惹起了众怒,但其在美国国内依然人气不减,就在大家认为连任压力不大的情况下,特朗普也迎来了庚子年,面对如此不太平的2020年,特朗普的支持率和人气都在不断下降,由超过50%的支持率下降至41%。
由于2020年的全球疫情爆发,导致美国的经济遭遇危机,国内就业环境低迷,自然也造成了怨声载道,特朗普认为正是疫情毁掉了他亲手打造的伟大经济,新冠疫情防控不力,确诊和死亡人数越来越多,美国多位前总统卡特、克林顿、奥巴马等均对特朗普提出批评。除此之外,种族矛盾的爆发,也让其进一步受到斥责。
拜登或成为新任总统
自上月末以来,前副总统以两位数的领先白宫现任总统的优势有所缩小,但在距离2020年11月大选还有4个月左右的时间里,拜登真正清晰的平均民调支持率,仍比特朗普高出9个百分点,其实拜登并没有什么特别好的承诺,主要还是同行的衬托,但千万不要以为拜登上任就没有任何影响。
根据拜登最新提出的针锋相对政策,就是逆转特朗普政府的减税政策,把企业税税率由21%重新提高到28%。此消息一出,当时的美股也出现了较大的震动,大幅下滑,黄金短期也是受益,先不论其对于中国和国际和造成什么冲击,但很可能在短期会让市场忧虑进一步放大,所以黄金的行情届时也不会小。
总结:从目前的情况来看,特朗普要想逆转的难度很大,除非能在最后关头使出什么奇招,例如疫情能够突发好转,但以目前的态度和管制手段,恐怕需要奇迹。而一旦拜登成功当选,那么接下来金融市场也很可能面临大洗盘。
本文来源: 大田环球贵金属
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