- English
- 中文版
Analysis
在昨天的國會聽證會上，美聯儲主席鮑威爾淡化了連續爆表的通脹數據的影響，並強調了勞動力市場離完全復蘇還有很長的路要走，因此貨幣政策將繼續保持對經濟強有力的支持。
言下之意，暫時不考慮縮減購債！
鴿派十足的言論立即打壓了各期限債券收益率，並反轉了美元指數（USDX）的走勢。美元兌所有主要貨幣均錄得跌幅。
其中紐元昨天上漲1.35%至0.7038。新西蘭聯儲出人意料的停止了購債計劃，遠早於市場預期，此舉為加息掃清了技術性障礙。盡管聯儲沒有給出加息時間表，但利率市場以及完全計價今年11月的加息，而今年8加息的概率高達70%。
作為最早啟動縮表的央行，加拿大央行昨天再次縮減了其每周購債規模至20億加元，並表示通脹只是暫時性的，因此加息時間點仍然在2022下半年。由於不如預期鷹派，在決議出爐後加元回吐漲幅，美/加收盤微跌至1.2507。
歐元遠離3個月低點至1.1836，英鎊小幅上漲至1.3859。
黃金在經歷了數日的盤整之後，昨天大幅跳升至一個月高點1827，攻克了200天均線。在突破了維加斯通道的阻力之後，金價進一步確認了多頭格局。在通脹升高以及美聯儲維持寬松的利好之下，金價下一步有望沖擊1833和1852等前高。
XAUUSD
由於OPEC+可能達成增產協議，以及美國成品油庫存增加，WTI原油（SpotCrude）昨天重挫3%至73美元下方。不過比起談判破裂可能引發的無序增產，成員國達成共識能夠消除油價的一個不確定性因素。另外一個X因素是新冠疫情，Delta病毒似乎無法阻擋，短期來看油價難免繼續經歷震蕩。
Related articles
Ready to trade?
It's quick and easy to get started. Apply in minutes with our simple application process.
The material provided here has not been prepared in accordance with legal requirements designed to promote the independence of investment research and as such is considered to be a marketing communication. Whilst it is not subject to any prohibition on dealing ahead of the dissemination of investment research we will not seek to take any advantage before providing it to our clients.
Pepperstone doesn’t represent that the material provided here is accurate, current or complete, and therefore shouldn’t be relied upon as such. The information, whether from a third party or not, isn’t to be considered as a recommendation; or an offer to buy or sell; or the solicitation of an offer to buy or sell any security, financial product or instrument; or to participate in any particular trading strategy. It does not take into account readers’ financial situation or investment objectives. We advise any readers of this content to seek their own advice. Without the approval of Pepperstone, reproduction or redistribution of this information isn’t permitted..