三菱日联:若能源价格持续上涨 欧元和英镑或面临下行压力

格隆汇
Jul 24

三菱日联银行分析师Derek Halpenny在一份报告中表示,如果能源价格继续大幅上涨,且美国与伊朗冲突进一步升级,欧元和英镑可能面临下跌风险。他表示,天然气价格上涨会影响家庭收入,进而可能导致消费者支出和经济增长走弱。Halpenny,尽管市场对美联储、欧洲央行和英国央行未来加息的预期正逐渐趋于一致,但投资者可能认为,美国经济更有能力应对潜在的货币政策收紧。

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