高盛前策略师:美元十年上涨逻辑面临逆转,“非农”利好或变利空

GateNews

PANews 2月20日消息,据金十报道,高盛前策略师罗宾·布鲁克斯认为,美元基于美国月度非农就业数据超预期而上涨的十年趋势即将终结,这标志着一种“制度转变”,交易员将在美国就业市场数据强劲时卖出美元。他表示,市场预期美联储将降息,如果美联储采取限制长期名义收益率的政策,强劲的非农数据可能会降低实际收益率,削弱美国资产的吸引力,并最终导致美元走弱。布鲁克斯说:“市场对特朗普政策可能存在怀疑,因为这些政策一直反复无常、变化不定。美联储也屡遭攻击。”他指的是总统特朗普一再呼吁央行降息。他补充道:“所有举措都是为了降低利率,我认为这正是市场潜意识里所考虑的。”作为这一现象的佐证,2月11日公布的超预期的1月份就业报告几乎未对美元起到提振作用,反而产生了相反的效果。

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.
Commento
0/400
Nessun commento