摩根士丹利:外汇市场低波动性或将持续至9月初

格隆汇
Aug 17
摩根士丹利分析师在一份报告中指出,G10外汇市场的低波动性预计将在8月下旬和9月初持续。从现在到9月美联储会议期间的数据应该与美联储今年维持利率不变的预期相符,这将促使市场逐渐消化加息预期。“鉴于美联储政策定价与外汇波动性之间长期关系不大,我们预计外汇波动性将面临下行压力。”此外,在美国中期选举前,中东风险可能继续被市场消化,而8月份历来是市场较为平静的时期。

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