渣打:美汇走弱是大势所趋 预期美联储第三季降息25个基点

格隆汇
Jul 07, 2025

渣打大中华及北亚区兼香港财资巿场部联席主管刘孟玑表示,长远而言,美汇走弱是大势所趋,但今年初以来美元已急跌逾一成,短期内“再冲落去”的机会较低。另外,财赤恶化威胁下,美国长债如30年国债收益息向上的压力不会消失,惟踏入第三季美联局面对降息风向将愈吹愈紧,美债收益率曲线会变得愈来愈斜,即短息愈低、长息高企。

根据美国联邦基金利率期货价格显示,市场预计美联储在9月及12月各降息一次、每次25个基点的机率达70%,渣打暂时维持今年第三季降息25个基点的看法。

责任编辑:栎树

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