現貨黃金承壓1900，多頭須警惕美聯儲“口吻漸變”
周四(5月27日)，現貨黃金在千九關口附近面臨高位回調壓力，市場開始有觀點認為，美聯儲正在緩慢而肯定地趨向于討論緊縮貨幣政策。但美元自一周高位回落限制了金價跌幅，交易員在等待本周關鍵的美國通脹數據。
美聯儲官方口吻漸變
美聯儲金融監管副主席誇爾斯(Randal Quarles)周三暗示，他已準備就何時開始減少美聯儲對經濟的部分緊急支持展開討論，不過他也強調需要保持耐心。
美聯儲官員本周淡化了通脹會立即引發政策反應的擔憂。多名美聯儲官員近日就通脹問題發表了評論，堅稱美聯儲認為通脹是暫時的，即便通脹開始過熱，美聯儲有手段加以抑制。
不過官員在語氣上有了微妙的轉變，他們也更接近于開始有關逐步縮減或減少其大規模刺激計劃的辯論，特別是頗具影響力的副主席克拉裏達之前也承認，談論政策變化的時機可能正在臨近。
疫情要求政策質變
新冠疫情凸顯出現存的不平等現象，例如低薪勞工集中在受封鎖措施影響最嚴重的服務業。然而目前正出現一些迹象，顯示政策做出更敏銳的反應。美聯儲已承諾致力于“包容性”充分就業，稱被邊緣化的群體和收入不平等問題拖累經濟潛力。
拜登的1.8萬億美元美國家庭計劃(American Families Plan)預計可讓500多萬兒童脫貧，並包含帶薪的家庭及醫療假計劃。拜登政府推動將全球最低企業稅率設定為至少15%，也正獲得廣泛支持。
隨著各國政府斥巨資刺激受到抗疫封鎖打擊的經濟，人們越來越擔心通脹將在全球經濟中卷土重來。這為黃金提供了支持，理由是在全球各國央行提高利率以消除通脹之前，通脹就會紮根，從而讓黃金得以發揮其對衝價格上漲的傳統作用。
本文來源： 大田環球貴金屬
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