汇市新闻

ING:切勿追高美元!这一深层次政治风险被低估

日期:2018-01-09
周二(1月9日)亚市盘初,美元指数高位持稳于92.33附近,上日该指数展开大幅反弹,一度冲高至92.40附近。

  

针对美元的后市表现,荷兰国际集团(ING)研究分析师Viraj Patel撰文分析如下:

  

他指出,在2018年战略性看空美元,原因之一在于市场相对低估美国中期选举这一脆弱的政治背景。中期选举的不确定性,以及美国以外地区的投资良机将削弱美元的吸引力。

  

ING:切勿追高美元!这一深层次政治风险被低估(图1)

中期选举的实质是民主党和共和党争夺对国会的控制权,日期大都在当年11月的第一个星期二举行。

  

这一政治风险比近期Michael Wolff的爆款新书《火与怒:特朗普白宫内幕》更进一步。美国在世界政治秩序中的地位变化会对经济发展产生长期影响。虽然税改法案的通过是特朗普进入白宫以来取得的第一次重大立法成就,但民调支持率依旧参差不齐。

  

这样的结构性风险意味着我们依旧对追高美元充满担忧。

  

北京时间1月9日09:38,美元指数报92.37。
 

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