欧元:因美联储动态,早盘兑美元涨幅面临风险 – 加拿大丰业银行
荷兰国际集团(ING)的克里斯·特纳(Chris Turner)指出,尽管油价上涨,欧元/美元仍保持坚挺,因为市场预期欧洲央行将在9月加息,欧元互换利率表现优于美国利率。然而,他认为美联储的叙事将占据主导地位,欧元/美元可能会放弃涨幅,跌破1.14。

荷兰国际集团(ING)的克里斯·特纳(Chris Turner)指出,尽管油价上涨,欧元/美元仍保持坚挺,因为市场预期欧洲央行(ECB)将在9月加息,欧元互换利率表现优于美国利率。然而,他认为美联储的叙事将占据主导地位,欧元/美元可能会回吐涨幅,跌破1.14。欧洲央行会议纪要和能源价格应能维持9月加息的预期。

随着美联储主导,韧性受到质疑

“欧元区日程中今日将公布6月11日欧洲央行会议纪要。我们预计该纪要将偏鹰派,加上能源价格上涨,将维持市场对9月后续加息的预期。目前货币市场定价为加息22个基点。”

“鉴于昨日油价飙升,欧元/美元表现出色。收益率利差收窄,有利于欧元,欧元互换利率较短期美国利率上涨约7-8个基点,反映市场认为欧洲央行更可能在9月采取加息行动。”

“然而,我们认为美联储的故事将成为更主导的主题,预计欧元/美元今天可能回吐早盘涨幅,重新跌破1.14水平。”

“欧元/美元的部分韧性是否与特朗普总统在北约会议上再次提及格陵兰岛有关?请记住,他今年1月的威胁曾引发欧洲投资者对美国资产市场的反弹。这个关联充其量也只是牵强附会。”

(本文由人工智能工具协助生成,并由编辑审核。 了解更多。

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