USD/THB:能源主导的风险偏好转向利好美元 – MUFG
三菱日联金融集团(MUFG)高级货币分析师劳埃德·陈(Lloyd Chan)指出,泰铢(THB)是在持续高能源价格下较为脆弱的亚洲货币之一。

三菱日联金融集团(MUFG)高级货币分析师劳埃德·陈(Lloyd Chan)指出,泰铢(THB)是受持续高能源价格影响较大的亚洲货币之一。他提到燃料成本上升、财政空间有限、国内需求疲软以及以旅游业为主的经济模式,加上央行对货币走弱的容忍态度,认为尽管偶尔因停火消息引发反弹,美元/泰铢仍是能源驱动的避险主题的有效表达。

能源冲击下泰铢显脆弱

“泰国[泰铢]在当前环境中显得尤为脆弱。”

“燃料成本上升、财政空间有限、国内需求疲软以及以旅游业为主的增长模式使经济暴露于能源驱动的避险冲击之下。”

“重要的是,政策反应机制并不支持泰铢:泰国央行似乎愿意容忍货币走弱。”

“鉴于短期融资成本仍然低廉,美元/泰铢仍是能源驱动避险主题的有效表达。”

“尽管停火消息仍可能引发短线回补反弹,但这些反弹可能只是战术性的。”

(本文由人工智能工具协助生成,编辑审核)

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