美元走強只是暫時，黃金低位回升
關鍵字：美元走強只是暫時
1月18日，現貨黃金從低位出現明顯回升，由於美國大規模的疫情紓困前景覆蓋了美元走強的影響，並且對於黃金這種作為通脹工具，提升了作為對沖資產的吸引力，現貨黃金也出現了明顯上漲。
分析師表示，在這樣的水準，黃金市場繼續相對受到支撐，因為當前美元的漲勢與避險需求的關係更大，而不是明顯的轉強，美國的刺激計畫規模非常大，可能在1.9萬億或1.5萬億美元，無論哪個結果都對黃金利好。
今年的通脹主題不容忽視。 有了民主黨控制白宮和國會，政府將不會止步於1.9萬億美元，這將對資產負債表造成壓力。由於印鈔，債券收益率開始預測通貨膨脹率將上升。市場擔心印鈔。美聯儲的通貨膨脹率多年來一直很低。如果我們最終達到2％的通脹率，那可能是美聯儲無法控制的情況之一。這將對黃金有利。
美聯儲主席鮑威爾在近期的講話中指出，在新的平均通貨膨脹目標上，美聯儲並未將其束縛於任何特定的數學公式。通貨膨脹率過低更加危險，短期內通貨膨脹可能開始加速。隨著大流行的消退，我們看到強勁的支出浪潮，我們可能會看到價格上漲的壓力。
鮑威爾提到的一個問題是，由於去年的價格大跌，預計通貨膨脹和核心通脹將在未來幾個月內急劇反彈。美聯儲將仔細研究這一問題。但除此之外，還有很多原因可以預期，今年的潛在通貨膨脹率將回升，並且復蘇速度將比以前的衰退更快。商品庫存仍然很低，我們看到商品價格和服務價格上漲的壓力。考慮到今年需求將強勁反彈，不難發現通脹回升。
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.