汇市新闻

Fed料四季度升息 今年黄金和美元将称雄

日期:2015-02-06
  美银美林(BOFA)周四(2月5日)在报告中称,预计美联储将在2015年四季度首次升息,随着全球央行货产品战争的加剧,美元和黄金恐怕会成为今年最大的赢家。
  美银美林表示,央行全面投入“宽松大战”意味着利率下降,货产品贬值,而低油价也将促进今年二、三季度的全球GDP及PMI数据增长,有助于美联储在四季度进行首次升息。
  该行预计,未来货产品战争、复苏瘫痪、债务违约和财政赤字等宏观经济因素可能成为现实,今年上半年债券价格将下跌,收益率飙升。
  此外,美银美林还预计,今年股市将跑赢债市,市场将充满风险和波动性,美元以及黄金有望在2015年双双称雄。
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