汇市新闻

法兴银行:本周G10货币如何交易?

日期:2017-10-06
周一(10月2日)法国兴业银行(601166,股吧)(Societe Generale)交叉资产策略研究团队指出,过去的3周以来,美元兑除英镑以外的所有G10货币均上涨,但从2017年迄今来看,美元兑主要货币则均下跌。

该行分析师指出,如果你正在寻找最被高估的货币来做空,那么美元兑挪威克朗和瑞郎就购买力平价而言就被低估逾20%。因此,最被高估的货币当属拥有最大经常账盈余的货币。这并不会带来明显的交易,但如果我们都去抛售瑞郎,瑞士央行(SNB)会很高兴。
  
法兴银行:本周G10货币如何交易?(图1)
该行并指出,相对于澳元和纽元,加元仍显得便宜,这让我们在短期内对加元兑日元交叉盘感兴趣。最被低估的货币仍然是日元和欧元。
  

该行进一步指出,目前仍未看到日本央行(BOJ)政策改变的重大机会,因此我们警惕地看空日元,但我们在不久之后将再次买入欧元。
 
 
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