GDP和就業數據緩解市場擔憂，美元創近一個月新低
周四(7月29)美元下跌0.40報91.905，為6月29日以來最低；美聯儲周三聲明公布後，美債收益率走低，經通脹調整後的實際收益率跌至新低，令美元承壓。此前一天美聯儲表示，美國就業市場仍需“取得一些進展”，才是撤走經濟支持措施的時候，令美元持續一個月的漲勢失去動能。
前紐約聯儲主席William Dudley評論稱，美聯儲可能要直到11月或12月才會宣布減碼；這一表態給美元造成壓力。
道明證券：美聯儲的立場可能會限制美元的漲勢
美聯儲可能在今年晚些時候開始縮減資産購買規模，但加息仍有很長的路要走，這限制了美元的升值潛力。如果上一個縮債加息周期是某種迹象的話，那麽市場很可能會認為，在此輪周期（大約一年），縮債和加息之間也會有類似的時間差。雖然此輪貨幣政策收緊周期不一定會出現這種情況，但其確實表明，在證明事實並非如此之前，市場暗示的加息定價會多早出現將受到限制。
德商銀行：澳元兌美元頹勢並未扭轉，下周面臨下探0.7232支援位之壓力
澳元兌美元在周四亞市時段延續隔夜美聯儲決議發布後的反彈勢頭走高，但行情仍然繼續受阻于0.7400這一關鍵阻力位水平。雖然日內在市場押注美聯儲短期內不會縮減寬松力度的背景下，美元指數繼續回落，但業內機構相對而言而不看好澳元的走勢前景，因澳洲經濟當前面臨其第一大都市悉尼陷入封鎖措施的持續重創，並且該國經濟面臨外部貿易與地緣風險事件也更加脆弱。
德國商業銀行分析師因此預測，澳元兌美元下行的趨勢眼下不可能得到根本性的扭轉，尤其考慮到澳洲聯儲下周政策會議料無懸念地維持現有寬松措施這一預期。因而，澳元兌美元後市一旦失守前低0.7290，將跌向200周長期均線0.7232，而這將為彙價之後進一步跌向0.70關口打開通道，短線僅有在收複0.7400和0.7432關口後，下跌趨勢才有望暫緩。
本文來源： 大田環球貴金屬
最新內容
Risk Warning
Trading bullion and financial instruments carries significant risks and may not be suitable for all investors, requiring careful consideration of investment objectives, experience, and risk tolerance. Key risks include market volatility, leverage risks that can amplify gains or losses, liquidity issues that may prevent executing trades at desired prices, and technical failures in online trading systems. Prices fluctuate unpredictably, and past performance does not guarantee future results. CIDT Global Bullion Limited provides general market commentary but does not offer investment advice and is not liable for any losses incurred from reliance on its information, which may change without notice.
Jurisdiction Disclaimer
CIDT Global Bullion Limited's services are subject to local regulations and may not be available in all jurisdictions. Users are responsible for ensuring compliance with their local laws. Services are not provided in regions where they are prohibited by law, under international sanctions, or require licensing that the company does not hold. By using the platform, users confirm they are not in a restricted jurisdiction and accept full responsibility for legal compliance. The company reserves the right to decline or terminate services in restricted areas without prior notice.