汇市新闻

美国银行:美元将强势跨入2017年 美元/日元几乎必涨

日期:2016-12-19
  美国银行(BOA)策略师Ian Gordon上周五(12月16日)在研报中称,2017年美联储点阵图的上调、可能的财政刺激及经济增速的加快,可能支撑美元的强势跨入新的一年。
 
  美联储(FED)上周三(12月14日)宣布将联邦基金利率目标区间上调25个基点,至0.50-0.75%,且暗示2017年将加快升息步伐,因即将上任的特朗普(Donald Trump)政府承诺,将通过减税、增加基建支出和放松监管等举措来提振成长。
 
  周一(12月19日)亚市盘初,美元指数自上周四(12月15日)触及的14年高位103.56小幅回落,目前交投在102.80附近;美元/日元周一交投在117.74,上周四亦刷新10个月高位118.66。
 
  与此同时,Gordon还在报告中指出,“虽然近期可能会有温和回调的空间,但利率的敏感性使得美元/日元的上涨最为确定。”
 
  此外,他也认为,政策分化将给欧元/美元造成压力。美国银行建议为新兴市场货产品兑美元的走弱布局,青睐做空离岸人民产品/美元及新加坡元/美元。
 
  拉美货产品方面,该行推荐买入秘鲁索尔和墨西哥比索,卖出巴西雷亚尔和智利比索。
 
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