汇市新闻

英镑如何交易?美银美林告诉你

日期:2018-02-06
周二(2月6日)亚市早盘,英镑/美元位于1.3960附近水平徘徊。

日内美银美林(BofAML)外汇策略研究团队最新撰文对英镑/美元走势前景作出简要分析和预测。主要内容如下:

在今年早些时候英国和欧盟达成一项潜在的过渡协议之前,对英镑/美元维持结构性看涨偏好。

事实上,英国已经放弃了“没有比糟糕协议更好的协议”的立场,而欧盟也没有想要故意“惩罚”英国,这样其他欧洲国家就不会效仿。
英镑如何交易?美银美林告诉你(图1)
今年早些时候料达成的一项过渡协议,可能会给英镑带来另一种提振,这可能会促使英国央行(BOE)以更快的速度开始升息。实际上,一个简单的泰勒规则表明,鉴于持续的高通胀和历史上的低失业率,英国央行是G10央行中货币政策立场最为宽松的。

因此,本行通过结构性做多英镑/瑞郎,对英镑表达看涨观点,这也充分利用了本行看跌瑞郎的观点。

北京时间08:20,英镑/美元报1.3958/62。

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