汇市新闻

BTMU:美元兑其主要货币汇率似乎被“高估”

日期:2017-02-20
  三菱东京日联银行(BTMU)外汇分析师Lee Hardman表示,美元兑其主要货币汇率似乎被“高估”。
 
  核心要点:
 
  “外汇市场本周平淡收盘,因隔夜主要货币对汇率基本保持稳定”。
 
  “在接近关键技术阻力位后,最近美元反弹在本周结束前已经失去了一些动能。形成鲜明对比的是,1月通胀数据意外飙升支持美联储官员发表强硬措辞后,美国利差不断扩大”。
 
  “现在明显高企的风险是美联储最快可能在即将到来的3月或5月会议上进一步加息,这将在接下来的几个月内怂恿美元进一步走强”。
 
  “美元到目前为止未能充分走强即使利差扩大,这可能反映了美元汇率在一定程度上被高估使得投资者行为更加克制。我们强调美元对其他主要货币被高估。因此,我们认为,目前美元进一步上行的空间有限,即使美国经济基本面支持强势美元”。
 
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