美財政部長“金口一開”,黃金美股比翼雙飛
在本周一(2月8日),美國總統拜登和他在國會的民主黨盟友為他們1.9萬億美元的冠狀病毒救助計劃掃清了道路,議員們上周批準了一份預算大綱,該大綱將允許他們在未來幾周在沒有共和黨支持的情況下強行通過拜登的計劃。
美財政部長發言或刺激市場避險情緒
美國財政部長耶倫上周日敦促國會通過拜登總統的經濟刺激計劃,她說,如果國會通過這一計劃,美國可能在2022年恢複充分就業。
參衆兩院上周五分別通過了一項預算決議,開啓了和解進程,使拜登的1.9萬億美元救助計劃能在民主黨控制的參議院以簡單多數獲得通過。
“耶倫談到在2022年前實現充分就業,加上2萬億美元的刺激計劃,這推高了通脹飙升的可能性,這對黃金有利,”BMO基礎和貴金屬衍生品交易主管Tai Wong表示。
大田環球分析師認為,這種“通膨交易”可能會取代美元對黃金和白銀可能産生的任何負面影響。
美股正逐漸恢複活力
美國股市周一攀升,在近期上漲至創紀錄水平的基礎上再創新高,投資者對更多冠狀病毒刺激計劃和經濟複蘇仍持樂觀態度。
道瓊斯指數上漲150點,創下曆史新高。標普500指數上漲0.5%,創下曆史新高,能源股領漲。納斯達克綜合指數上漲0.6%,盤中也再創新高。
羅素2000指數上周上漲7.7%,創下6月份以來的最佳單周表現,之後又漲1.8%,再創曆史新高。2021年,由于投資者對經濟快速反彈的希望越來越大,紛紛湧向市值較低的股票,這一基準小盤股上漲了15%。
摩根士丹利首席美股策略師Michael Wilson在一份報告中稱,“我們仍處于經濟複蘇的早期階段,複蘇勢頭正在增強。隨著疫苗的分發和正常活動的恢複,我們繼續推薦對經濟改善背景下最有增長潛力的股票。”
本文來源: 大田環球貴金屬
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