美元:美联储按兵不动支撑美元 – BBH
布朗兄弟哈里曼的埃利亚斯·哈达德指出,随着对美伊突破的乐观情绪打压布伦特原油,美元回吐了部分非农数据公布后的涨幅,但该行仍预计美元短期内将小幅走高。

布朗兄弟哈里曼的埃利亚斯·哈达德指出,随着对美伊突破的乐观情绪打压布伦特原油,美元回吐了部分非农数据后的涨幅,但该行仍预计美元短期内将小幅走高。他们认为,尽管地缘政治担忧有所缓解,但美国经济活动的韧性和美联储可能采取的鹰派维持立场应支撑美元。

鹰派美联储立场支撑美元

“由于对美伊突破的乐观情绪导致布伦特原油价格暴跌至三个月低点,美元上周回吐了部分非农数据后的涨幅。我们坚持认为美元短期内仍可小幅走高。美国经济活动在绝对和相对层面上的韧性,超过了地缘政治担忧缓解对美元的拖累。”

“联邦公开市场委员会(FOMC)的重心已从宽松偏向转向中性偏向,因为美国劳动力需求改善且通胀上升。因此,关注点将集中在鹰派程度以及是否验证联邦基金期货对年底加息25个基点的定价,或是否与之背道而驰。最明确的信号将来自点阵图,预计其将从暗示2026年降息25个基点转变为与加息25个基点中位数预测一致。”

“总结:鹰派维持立场应支持美元,但沃什可能破坏美元多头行情。请查看我们的报告,了解由凯文·沃什领导的美联储对本周决议之外市场的影响。”

(本文借助人工智能工具撰写,并由编辑审核。)

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