汇市新闻

美元站上十字路口 之后将走向何方?

日期:2016-03-18
  野村证券周四(3月17日)撰文指出,美联储意外高“鸽”一曲给利率市场与美元留下印记。
 
  野村证券指出,在我们看来,美元看似正回至2月水平,中期内难以断定其将升值还是贬值。我们的利率策略团队指出,利率市场可能难以一次性消化超过一次的加息预期。这意味着,美元可能会失去部分升值动力。
 
  需要假以时日且数据切实表现强劲利率市场才能恢复元气,利率投资者才愿意将更积极的美联储基金利率路径计入汇价。只有这样,美元才能继续走高。
 
  这意味着一段时间内美元可能承压,这可能会对部分希望本产品走软的国家产生一些影响。
 
  从交易的角度来看,野村认为美元或将在一段时间内承压下行,因此美元十字架可能交投于其特定因素,而不是一般的美元利好或利空因素。
 
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