汇市新闻

本周欧银与日银决议重磅来袭

日期:2018-01-22
周六此前由众议院通过的临时支出法案无法在参议院获得通过,美国政府部分关门。在这一意外新闻后,本周市场将迎来欧洲央行及日本央行重磅利率决议会议。

针对本周市场以及欧元表现,巴克莱(Barclays)分析师简要分析如下:

由G3国家领导的全球经济同步复苏已经塑造了核心央行政策正常化的预期。
本周欧银与日银决议重磅来袭(图1)
在我们看来,欧洲央行行动的一些前期预期支撑了欧元,而日元的表现将在2018年下半年突出。

本周来看,我们预期欧洲央行及日本央行将会强调货币政策的连续性。

市场将会寻求欧洲央行的前瞻指引变化的暗示,但欧洲央行不太可能为目前的鹰派预期提供进一步的动力。

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