来源:环球市场播报
渣打银行表示,美联储主席凯文·沃什可能已经移除了买入美元的最大障碍,同时制造了卖出美元的最大障碍。
渣打银行G10外汇研究全球主管Steve Englander在9月17日致客户的报告中写道,之前买入美元的最大障碍是货币贬值担忧。
他补充说,卖出美元的最大障碍是,名义和实际利差让美元作为融资货币缺乏吸引力,使得美元资产持有者的对冲成本高昂。
Englander认为,沃什可能已经消减了美元短线上涨的阻力,因为联邦公开市场委员会加息25个基点,让市场对追逐高收益率更放心,而且增加了对冲成本。
他表示,目前美元面临的最大风险是美国经济增长前景下滑。
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