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法国农贷本周前瞻:欧元上涨、美元整固 逢高做空英镑

日期:2017-03-20
  法国农业信贷银行(Credit Agricole)周一(3月20日)撰文就美元、欧元、英镑本周的表现进行分析与展望,具体内容如下:
 
  欧元方面,该行认为因政治风险缓和,欧元区利率和核心欧洲国债收益率上升,这意味着欧元将进一步走强,特别是若法国民调显示选民的意图未发生转变时。因此,该行建议在欧元/美元接近1.08时逢高做空。
 
  美元方面,该行预计本周美国数据将帮助美元整固。从更大角度来看,该行对美元维持结构性看涨的观点,随着美联储继续其逐步实施货币政策正常化,美元全盘将出现新一轮涨势。
 
  英镑方面,该行预计本周英镑数据将显示英镑通胀进一步加快,但鉴于近期实际收益的下滑,这不应该被视为过度积极发展。策略上来看,该行建议依旧逢高做空英镑。
 
  北京时间3月20日07:26,欧元/美元报1.0743,英镑/美元报1.2385。
 
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