财经快讯

RBC:保持第二季度黄金预测不变但有潜在的上行风险

日期:2017-03-31
  RBC:保持第二季度黄金预测不变但有潜在的上行风险
 
  Kitco新闻在周四(3月30日)发布的报道中称,尽管金融风暴在政治动荡和不确定性日益加剧的情况下,RBC资本市场的分析师们仍然保持对黄金第二季度的保守预测。
 
  该银行商品策略师Christopher Louney在周四的一份报告中指出,“进入2017年第二季度,黄金价格比年初高出100美元/盎司,当然这一路走来也很坎坷,就像我们之前警告过的,有许多的风险。”在他看来,金价的上涨主要还是市场对一些风险的再定价,包括特朗普医保案的受挫,鉴于此,他的团队仍维持对第二季度金价在1259美元/盎司的预测展望。
 
  尽管目前金价比RBC第一季度的预测值高3%,但Louney表示金价仍会朝着RBC第二季度的预测方向去的。他认为,“市场将会对特朗普的政改进行重新定价,医保案的中断意味着与黄金相关的其他经济问题,包括税改,贸易和其他宏观经济政策问题等都会被重新评估。”
 
  他认为,周四的金价下跌主要是由于部分的获利回吐和美元的走强,黄金下一步将会宽幅盘整。目前的各种不确定性对金价还是支撑,但如果全球经济有了实质性的改善,那金价就会下跌了。
 
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