行业资讯

野村证券:脱欧协议达成与否 英镑/美元走势迥异

日期:2017-12-07

周四(12月7日)亚市早盘,英镑/美元维持区间震荡,目前徘徊在1.3385附近,此前两日该汇价连续走低。

野村证券(Nomura)外汇策略研究团队撰文就英镑/美元前景进行讨论,具体内容如下:

该行认为,在未来几天内,有70%的可能性英国将有足够的政治意愿来解决边界问题。

野村证券:脱欧协议达成与否 英镑/美元走势迥异(图1)

1、如果英国取得一定进展,将会令市场大感意外,有可能开始进行贸易协议的计划,这将在短期内促使英镑/美元大涨2-3%。

2、但是,如果北爱尔兰问题的延迟解决导致谈判失败,我们认为这将导致英镑/美元下跌1.5%左右,重返市场定价去的进展之前的水平。所有这些尾部风险导致政府垮台的可能性在我们看来是非常低的,但是很可能会看到英镑/美元跌至1.30下方,跌向1.28水平。

北京时间12月7日10:01,英镑/美元报1.3384/88。

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