美元:随着数据降温,动能减弱 – MUFG
三菱日联金融集团(MUFG)的李哈德曼指出,美元有望连续第二周上涨,但由于美国GDP和PCE数据疲软,加上纽约联储主席威廉姆斯的鸽派言论,扭转了近期的鹰派重新定价,美元上涨势头已减弱。

三菱日联金融集团(MUFG)的李哈德曼指出,美元有望连续第二周上涨,但由于美国GDP和PCE数据疲软,加上纽约联储主席威廉姆斯的鸽派言论,逆转了近期的鹰派重新定价,美元的上行动能已减弱。MUFG预计美联储将维持利率不变,美元将在2026年晚些时候走弱。

美联储重新定价压制美元

“美元有望连续第二周走强,尽管进入下周时其上行动能有所减弱。最新的美国经济数据发布以及纽约联储主席威廉姆斯的言论抑制了美元的上行动能,触发了近期美联储加息预期鹰派重新定价的逆转。”

“美国第一季度GDP数据显示,消费者支出放缓幅度超过此前报告,仅下降0.5%,而非之前的1.4%,导致美国收益率和美元下跌。此次下调(-1.3个百分点)主要由服务消费驱动。”

“未来几个月通胀放缓的证据将是防止美联储用加息来兑现强硬言论的关键。”

“他预计通胀将在年底回落至3.5%,随后继续沿着滑行路径放缓至2.0%,并于2028年达到目标。”

“总体而言,这些言论支持我们的观点,即美联储今年将通过维持利率不变来忽视能源价格冲击,尽管他一直处于更鸽派的立场。如果美联储不继续加息,我们预计美元将在今年晚些时候再次走弱。”

(本文由人工智能工具协助生成,编辑审核。)

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