黃金有望奪回高地,歐美抗疫不斷失利
關鍵字:黃金有望奪回高地
11月2日,美元指數相對穩定,但疫情持續打壓市場熱度,目前現貨黃金有望初選反彈並奪回多頭高地。目前市場最關注的就是美國大選結果,如果最後的選舉結果不明確,市場資金可能湧向黃金和債券等避險資產。
儘管民主黨總統候選人拜登在全美民意檢測中保持對現任總統特朗普的優勢,但是在那些決定最終結局的戰場州,選情依然不相上下。投資人可能因此面臨美國在賦稅、政府支出、貿易和監管方面有著截然不同的發展。
數周來,市場走勢表明投資人押注會出現藍色浪潮(blue wave)的情況,即拜登勝選,民主黨掌控參議院,並在眾議院保住多數席次,得以全面掌控國會。這被視為出大規模刺激方案迅速出爐的最可靠途徑。
但隨著投票日臨近,分析師已指出對過度相信拜登勝選感到憂心。不要忘了,2016年投資者預期民主黨希拉裏·克林頓勝選失准後,資產價格劇震的教訓。
不明朗的選舉結果——或是兩黨繼續分別控制參眾兩院,即拜登當選總統,但共和黨繼續掌控參議院——也會導致財政救助方案的未來浮現更多疑問。
外界認為,共和黨繼續執政並重新控制國會兩院的可能性較低。若特朗普連任且民主黨繼續主導眾議院,這種維持現狀的結果將讓投資者思考推出較溫和財政刺激的可能性,而加稅是不太可能的。
新冠疫情繼續衝擊本已飽受衝擊的經濟。歐洲確診病例在五周內翻了一番,累計確診病例超過1000萬。英國首相詹森下令恢復英格蘭全境封鎖,第二波疫情可能壓垮該國的衛生服務。
自從歐美國家確診病例出現再度激增,一些國家重新推出封鎖措施以來,美元匯率就一直受到托舉。但是隨著時間流逝,尤其是美國總統大選結束後,新冠疫情受到市場炒作的熱度預料會有所降溫。
本文來源: 大田環球貴金屬
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