汇市新闻

野村证券:英镑春风得意 2018年料再迎“仕途”

日期:2017-12-04
周一(12月4日)亚市早盘,英镑/美元位于1.3490附近水平徘徊。

野村证券(Nomura)外汇策略研究团队撰文对英镑近期走势前景进行了讨论,主要内容如下:

上周英镑表现抢眼,因英国与欧盟已就“分手法案”达成一致。

野村证券:英镑春风得意 2018年料再迎“仕途”(图1)

本行认为,在过去一两个月的英国脱欧谈判中,市场过于悲观,现在看到的是真正的突破性进展,人们也有理由对英国银行业前景更加乐观。

预计英镑汇率将继续上涨,欧元/英镑将跌至我们的初步目标0.87。

然而美国税收改革的进展使英镑/美元的前景预估较为棘手,但实际的货币仓位还没有改变,因此预计到2018年可能会有进一步的头寸平仓,从而使英镑/美元在2018年升至1.40。

北京时间08:00,英镑/美元报1.3488/92。

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