汇市新闻

法国巴黎银行:美联储只是“噪音” 长期美元仍会下跌间

日期:2017-09-28
法国巴黎银行资产管理公司(BNP Paribas Asset Management)周三(9月27日)表示,美联储上周的利率决议以及主席耶伦(Janet Yellen)的讲话引发新兴市场兑美元下跌,但他认为这只是“噪音”而已,长期美元依旧将会走软。

由于美联储上周暗示年内还有一次加息,且耶伦称美国经济足够强劲,美联储今年可以再度加息并收缩4.5万亿美元的资产负债表,新兴市场货币上周四(9月21日)遭遇三个月来的最大跌幅。
 
法国巴黎银行:美联储只是“噪音” 长期美元仍会下跌间(图1)                                                
不过,该行驻伦敦的新兴市场债券业务主管Bryan Carter认为,这些举措不会改变美元兑较高风险货币的长期下行走势,即使一些发展中国家央行降息也没关系。
 

法国巴黎银行资产管理公司管理着5660亿欧元(6660亿美元)资产。事实上,在上周其他人抛售新兴市场货币的时候,这位前美国财政部经济学家买入了阿根廷比索、印度卢比、波兰兹罗提和土耳其里拉。
 
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