欧元/美元:因关税重塑前景而横盘交易 - Nordea
Nordea的Jan von Gerich指出,欧元/美元在市场消化美国最高法院关于关税的裁决及随后的替代关税时,交易大致横盘。他认为,新的10-15%的美国基准关税使得平均有效税率仅略有下降,而市场反应平淡表明无需改变现有的经济或市场预测。

Nordea的Jan von Gerich指出,欧元/美元在市场消化美国最高法院关于关税的裁决及随后的替代关税时,交易大致横盘。他认为,新的10-15%的美国基准关税使得平均有效税率仅略有下降,而市场反应平淡表明无需改变现有的经济或市场预测。

关税重组使外汇前景保持稳定

“过去一周的市场表现远非壮观。长期债券收益率略微下降,欧元/美元大致横盘,而对人工智能对不同部门可能影响的猜测导致股市出现一些波动。”

“根据耶鲁预算实验室的估计,假设新税率上升至15%,与IEEPA关税相比,平均有效关税率仅会下降几个百分点。”

“市场对法院裁决的反应相当平淡,表明前景并未发生实质性变化。”

“因此,做出任何重大经济或市场预测的改变都为时尚早。”

“在欧元区,最近的关税变化带来了一些下行风险,考虑到不确定性增加,但影响可能有限。毕竟,去年当关税不确定性达到最高时,欧元区经济也抵御了更为负面的预测。”

“我们对欧洲央行的预测保持乐观,认为今年不会有利率变动,因为最近的数据提高了制造业逐渐改善的希望。”

(本文由人工智能工具生成,并经过编辑审核。)

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