汇市新闻

巴克莱资本:美元存在战术性反弹的空间

日期:2017-09-27
周三(9月27日)美元指数持稳于93关口上方,隔夜美联储主席耶伦的讲话重申对利率的鹰派观点,美元攀升至一个月高位,随后回落。

针对美元的后市表现,巴克莱资本外汇策略研究团队撰文如下:

在空头仓位调整的背景下,美元存在进一步战术性反弹的空间。

巴克莱资本:美元存在战术性反弹的空间(图1)
我们将上周FOMC会议的结果解读为比市场预期更略偏鹰派。

我们继续预计接下来的数据,包括本周的PCE通胀(周五)数据将支持在今年12月会议上进行第三次加息。

尽管前端利率较好定价了12月会议结果,但我们仍预计2018年加息预期被低估,在美元空头仓位调整的背景下,预计近期美元将反弹。

北京时间9月27日08:01,美元指数报93.12。
 
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