汇市新闻

北欧银行:6大理由保持短期看空欧元/美元

日期:2017-06-13
   北欧联合银行(Nordea)分析师周二(6月13日)撰文就欧元/美元的后市表现进行分析,具体内容如下:

  该行外汇策略研究团队建议短期保持看空欧元/美元,并列出如下6个理由:

  1)根据利率和收益差来看,该汇价依旧看上去被高估;

  2)随着美国经济数据的走强或欧元区数据在一定程度上的走弱,未对冲的股本流入将变得不那么支持;

  3)美国经济数据通常在夏季开始提升;

  4)IMM FI仓位数据显示未来几个月高收益率货币存在风险;

  5)鉴于市场定价2018年仅加息一次,因此美国利率(或10年期美债收益率)的任何下行料将受到限制;

  6)减税预期已被大幅削减,但如果美国政府真的推出了什么利好政策,那无疑会让美元锦上添花。
  北京时间6月13日07:46,欧元/美元报1.1197/01。
 
 
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