美元:美元定价反映疲软数据 - 荷兰国际集团
外汇市场通常比其他资产类别更具前瞻性并不罕见。在这种情况下,美元(USDD)似乎正在嵌入一个叙述,即美国的重新开放将导致数据疲软和美联储的鸽派重新定价,荷兰国际集团(ING)外汇分析师弗朗切斯科-佩索莱(Francesco Pesole)指出。

外汇市场通常比其他资产类别更具前瞻性并不罕见。在这种情况下,美元(USDD)似乎正在嵌入一个叙述,即美国的重新开放将导致数据疲软和美联储的鸽派重新定价,荷兰国际集团(ING)外汇分析师弗朗切斯科-佩索莱(Francesco Pesole)指出。

美元符合看跌观点

"这已经是我们一段时间以来的观点,但我们必须承认,当听到美联储官员的讲话时,12月降息的门槛已经提高。昨天,尼尔-卡什卡里强调了“经济活动的韧性证据,超出了我的预期”,并为12月保留了选择。哈马克和穆萨勒姆(通常持鹰派立场)表示,我们接近中性,进一步降息的空间有限。"

"昨天一个重要的发展是凯文-哈塞特(国家经济委员会主任和美联储主席候选人)宣布,9月份的就业数据应该在下周发布,但没有失业率。在我们看来,这表明政府不希望美联储以缺乏数据为借口不在12月降息。"

"虽然美元的走势符合我们的看跌观点,但这感觉有点过早,如果初步的美国数据证明没有看起来那么糟糕,可能会迅速反转。"

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