美聯儲政策論調轉變,貴金屬全線暴跌
周五(6月18日)在美聯儲布拉德表示明年可能適合加息後,美元指數走高,盤中升至92.40,為4月中以來最高水平;歐元、英鎊兌美元觸及逾兩個月新低,商品貨幣隨美股走低,挪威克朗和紐元領跌。現貨黃金尾盤跌近10美元,報1764.16美元/盎司,本周跌逾6%,美聯儲的政策立場傾向于鷹派,推動美元走強,使金價本周錄得2020年3月以來的最大單周跌幅。
美國聖路易斯聯儲主席布拉德:將給市場充足的時間來應對減碼,明年開始加息可能是合適之舉
布拉德稱,將給市場充足的時間來應對減碼,美聯儲需要做好必要時進行調整的準備,美聯儲將在接下來幾次會議上繼續就減碼展開辯論。需要調整一些政策來實現通脹目標,加密貨幣走勢並不反映純粹的通脹押注。我的點陣圖顯示利率將在2022年底回升。鑒于通脹率預期將高于美聯儲2%的目標,明年開始加息可能是合適之舉。但你必須知道,這些與預測的經濟狀態有關。我的預測是2021年核心PCE為3%,2022年核心PCE為2.5%,如果實際情況如預期所料,那麽到2022年底,已經有兩年通脹率達到2.5-3%。
大宗商品下跌是買入機會
大田環球分析師表示,大宗商品市場最近的大幅抛售正是買入的機會。從當前的下跌中複蘇需要比最近的其他反彈更長的時間,但他在周五給客戶的報告中指出,市場持續面臨供應短缺。唯一可以抵禦實際物價上漲的因素是加息,而不是談論加息。 看漲大宗商品的論點與通脹風險和美聯儲的前瞻指引都沒有關系,而是與稀缺性和強勁的實物需求有關。
本文來源: 大田環球貴金屬
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