市场质疑美联储无法采取足够有力的行动遏制通胀美元正迈向三个月来最糟糕的一周。美元指数本周料将下跌1.2%。尽管该指数周五

智通财经
Jul 31
市场质疑美联储无法采取足够有力的行动遏制通胀美元正迈向三个月来最糟糕的一周。美元指数本周料将下跌1.2%。尽管该指数周五有所回升但仍处于一个多月来的最低水平附近。尽管美国国债收益率走高(这通常会支撑本币)美元却不升反跌这反映了市场对美联储信誉的担忧。美联储主席沃什正面临市场审视其言论引发了人们的担忧即该行可能会推迟加息并容忍通胀率持续高于目标水平。目前长期美债收益率已升至2007年以来最高水平。Gavekal Wealth董事总经理Randhir Prakash表示美债和美元同步下跌“感觉非常像新兴市场”。他说投资者开始表达对美国政策路径的不满而这“对美国国债和美元都构成利空”。另外疑似日本当局支撑日元的行动也进一步加大了美元压力。

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