歐盟訪美敗興而歸,貿易紛爭強化黃金但欠缺火候
投資者近日關注焦點轉向歐美摩擦,歐盟高層和美國總統的會晤可能無果而終,但是有分析師認為,全球貿易戰的焦點依舊是中美兩國,因此短期內,避險資金針對歐美貿易問題大肆發揮的空間較為有限。
投資者還在關注歐洲央行(ECB)週四(7月26日)的政策會議,以便尋求有關歐銀退出寬鬆新的指引。歐洲央行在上個月會議上向市場傳達信號,稱利率將保持不變“至少到2019年夏季”,當時還宣佈將在年底結束其標誌性購債計畫。
分析師說:“歐元繼續橫盤波動,不顧貿易戰風險變得愈發明顯,也不管美國總統方面犯下了多少政治失誤。但匯市無法長期忽視實際的經濟狀況,(歐元)下行趨勢將會來臨。問題只是什麼時候來。”
特朗普上周五在接受美國國家廣播公司商業新聞臺(CNBC)電視節目採訪中就對中國貿易失衡問題表示:“我們將下大手筆,我準備擴大到5000億美元。”
中國發改委就業司巡視員哈增友表示,中美貿易摩擦對就業穩定帶來一些不確定影響,要守住就業的底線,絕不允許出現大規模的失業。
美國企業業績強勁,加上中國有望加大對經濟的財政支持,使得風險偏好基本上依然強勁。但如果貿易糾紛升級進一步向其他國家蔓延,由此引起的物價上行壓力大幅抬頭,可能會損及風險偏好,金價有望轉升。
外界預期,雖然參議院不太可能在11月選舉前有所行動,但在選後參議院可利用一項眾議院舉措來進行兩黨立法,藉此來處理2017年全面稅改中那些帶來意料之外副作用的條款。
此舉還將有可能減少一些行業、企業和個人因特朗普發動貿易戰而受到的損失,進而安撫他們對特朗普發動貿易戰的不滿情緒,為特朗普連任總統盡可能多地掃除障礙。從而實現華府經濟政策在未來更長時間內保持連貫性,鞏固美元的牛市基礎。
本文來源: 大田環球貴金屬
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