行业资讯

美贸易保护主义担忧加剧 需对澳元更加谨慎

日期:2018-01-25
周四(1月25日)亚市早盘,澳元/美元位于0.8060附近水平徘徊。

日内法国农业信贷银行(Credit Agricole)外汇策略研究团队最新撰文讨论了澳元/美元走势前景。主要内容如下:

对于美国贸易保护主义担忧的影响,此前美国总统特朗普宣布对进口太阳能电池板和洗衣机征收关税,尤其是针对韩国等生产商的进口产品。
美贸易保护主义担忧加剧 需对澳元更加谨慎(图1)
对投资者而言,更大的问题是,美国政府是否正处于启动范围广泛的贸易战和废除北美自由贸易协定(NAFTA)等类似协议的风口浪尖。尽管本行认为,可能会有更多行业特有的保护主义小冲突,但它们不应演变成一场全面战争。

但就外汇影响而言,它加大了本行近期对一些货币如澳元的谨慎态度,这些货币已反弹超出和近期基本面相适应的水平。

北京时间09:10,澳元/美元报0.8060/62。

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