由于市场对美联储加息的预期降温,新兴市场货币升至历史新高,刺激了对风险资产的需求。追踪新兴市场货币的指数周一一度上涨0.

智通财经
Aug 17
由于市场对美联储加息的预期降温,新兴市场货币升至历史新高,刺激了对风险资产的需求。追踪新兴市场货币的指数周一一度上涨0.2%,至1906.98,触及历史新高;新兴市场股票指数也一度上涨0.6%。美国经济数据走弱削弱了市场对美联储进一步收紧政策的预期,美元走弱为新兴市场资产上涨提供支撑。纽约梅隆银行亚太市场高级策略师Wee Khoon Chong表示:“新兴市场货币今日受到支撑,主要受美元走软和股市风险偏好持续回升推动。我们看到外资资金重新强劲流入新兴市场,尤其是亚洲市场。”法国兴业银行新兴亚洲策略师Galvin Chia表示:“亚洲货币似乎受益于上周疲软的美国数据以及本周初美元走软的走势。周末缺乏新的地缘政治消息,以及布伦特原油价格低于90美元,也可能为市场提供支撑,同时市场似乎正处于夏季淡季行情的尾声。”。

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