汇市新闻

为什么不能在当前水平下做多欧元

日期:2015-08-24
    法国农业信贷银行发布报告称,建议投资者近期不要在当前水平做多欧元。
  报告称,考虑到投机空头头寸已经下降,目前欧元对货产品政策前景更为敏感。商品价格进一步走低以及经济增长动能疲弱对欧元区整体通胀带来下行风险,尤其是中期通胀预期中,5年通胀预期已经跌回数月低点。
  考虑到欧元自身是被视作影响通胀的重要因素之一,欧洲央行肯定不乐于见到欧元继续如前几个月一般上涨。
  数据方面,下周关注重点在德国IFO景气数据调查结果,预计会显示增长受制。这一点与外需密切相关,特别是中国方面的需求放缓。
  因此,我们依旧倾向做空欧元与其他货产品对,尤其是美元,因为9月已经很近,美联储有可能开始加息。  
 
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