财经快讯

Adrian Day:这些利好支撑下 金价终将转而上扬

日期:2016-11-22
  在特朗普赢得美国大选以来,黄金持续下跌,但Adrian Day Asset Management主席兼首席执行官Adrian Day周一(11月21日)表示,预计金价终将开始转而上涨。
 
  他指出,特朗普胜选以来的许多市场走势--股市上扬,黄金走软--无视大选前预期。他解释道,美国国债收益率升高侵蚀了“全球对特朗普的负面情绪”。
 
  此外,市场预计特朗普执政下某些领域将有所改善,如银行受益于监管减弱、基础金属受益于基础建设开支增加、产品开采以及制药公司也迎来利好因此,股市因此上扬。不过,Day认为,许多市场走势可能“过度”。
 
  展望未来,特朗普执政可能会增加开支,其中包括基础建设和国防开支,但其也会减少税收和监控举措。
 
  他还预计美国利率将升高,但不会过高。
 
  “针对耶伦威胁称美联储将更加‘鹰派’以平衡财政政策,我们会反驳道‘我知道(前美联主席)Paul Volker,但她不是Paul Volker,’”Day指出,“我们并不预计利率将大幅升高,我们可能会看到美国债务升高(已经处于高位),通胀将上扬(已经受到刺激)。再加上全球宽松货产品政策、印度需求增加、地缘政治动荡的可能性以及金矿生产下滑,所有这些都会导致金价攀升。”
 
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