花旗银行 亚洲已经出现了股市领先和高风险的外汇滞后的情况,除了THB的表现不佳之外,G10和EM FX的大部分表现都不佳。 明智的头条新闻是,联邦公开市场委员会的会议纪要在纽约没能起到任何作用,而在亚洲,此后也没有重大头条新闻。 然而,在未来,美元的新一轮失业申请以及美联储主席鲍威尔的出庭可能会提供更多指导。 还要注意,我们今天在等待欧洲央行会议记录。 否则,在EM中,数据主要集中在Latam中,包括MXN和CLP CPI,Banxico分钟数和PEN速率决定(保留)
The U.S. dollar rose very slightly against the euro Wednesday after the release of the expected minutes of the latest U.S. central bank (Fed) monetary meeting.
危机尽头 随着国际货币基金组织(IMF)在春季会议上提高其全球增长前景,本周风险偏好进一步得到提振。 国际货币基金组织表现出乐观情绪,这在十国集团的许多中央银行和政治领导人中已得到普遍认同,国际货币基金组织表示,随着疫苗接种工作的进展,当前“健康和经济危机的终结越来越明显” 。
昨天美国股市上涨,延续了第二季度的强劲开局。英国首相约翰逊(Johnson)昨日证实,英国将进一步放宽封锁限制,将于4月12日开始。 但是,他可能会面临国会议员在考虑国内“ Covid护照”计划方面的反对。 澳大利亚中央银行在最新更新中维持货币政策不变。
The dollar is consolidating by -0.3 to -0.5% against most currencies (by -0.3% against the euro at 1.1755, -0.5% against the pound and the Canadian dollar).
The Federal Reserve announced on Wednesday that it expects a clear acceleration of growth and inflation this year in the United States while repeating that it would maintain interest rates close to zero for several years.
The March FOMC meeting will be the most important in a long time. Long-term rates have risen sharply since the last meeting.
The foreign exchange market was rather quiet on Monday (US Forex traders were off work on Monday in the US due to President's Day).
The Dollar fell again Wednesday against the British Pound, taking the GBPUSD to a new high in nearly three years as Forex traders feared the U.S. stimulus package would weigh on the greenback.
美国商务部表示,特朗普政府正在推进一项颇具争议的新规定,该新规将为美国对来自被指汇率低估国家的商品征收惩罚性关税铺平道路。
双线资本CEO、有“新债王”之称的杰弗里-冈拉克表示,他现在最大的信念是美元将会走弱。