美元:收益率支撑抵消停火不确定性 – 三菱日联金融集团
三菱日联金融集团(MUFG)的德里克·哈尔彭尼(Derek Halpenny)指出,市场对美伊潜在和平协议的乐观情绪最初推动美元走低,同时布伦特原油价格大幅下跌,但随后美国的打击行动又重新引发了不确定性。

三菱日联金融集团(MUFG)的Derek Halpenny指出,最初对美伊潜在和平协议的乐观情绪推动美元走低,同时布伦特原油价格大幅下跌,但随后美国的打击行动又重新引发了不确定性。他强调,美国收益率和更加关注通胀的美联储立场应继续支撑美元,而欧元/美元以及像瑞典克朗和澳元这样的高贝塔货币则仍易受到和平谈判受挫和地缘政治风险的影响。

收益率支撑与地缘政治波动

“然而,美国在该地区的夜间打击行动削弱了这种乐观情绪,造成了高度不确定性。”

“马可·鲁比奥淡化了美国的攻击,称谈判‘需要几天时间’,而特朗普总统则发帖称谈判‘进展顺利’。”

“这表明,尤其是在美国打击行动之后,市场昨日的走势存在进一步回撤的风险。”

“美国收益率似乎将继续为美元提供支撑,美联储官员更加一致地关注通胀风险。”

“美联储理事沃勒上周的讲话强调了这一转变,暗示如果‘通胀不尽快缓解’,可能会加息。”

“我们不认为今年会加息,实际上如果达成可信的和平协议,今年降息仍有可能。”

“但在双方正式宣布协议之前,鉴于通胀压力不断加剧,投资者可能会保持谨慎交易。”

(本文由人工智能工具协助生成,编辑审核)

More than a million users rely on FXStreet for real-time market data, charting tools, expert insights, and forex news. Its comprehensive economic calendar and educational webinars help traders stay informed and make calculated decisions. FXStreet is supported by a team of about 60 professionals, split between the Barcelona headquarters and various global regions.
Read More

LIVE QUOTES

Name / Symbol
Chart
% Change / Price
GBPUSD
1 D change
+0%
0
EURUSD
1 D change
+0%
0
USDJPY
1 D change
+0%
0

ALL ABOUT FOREX

Explore More Tools
Trading Academy
Browse a wide range of educational articles covering trading strategies, market insights, and financial fundamentals, all in one place.
Learn More
Courses
Explore structured trading courses designed to support your growth at every stage of your trading journey.
Learn More
Webinar
Join live and on-demand webinars to gain real-time market insights and trading strategies from industry experts.
Learn More