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花旗料疫苗及货币宽松下美元明年最多跌两成
阿思达克 11-17 15:29
《路透》报道,花旗发表研究报告,指新冠疫苗推出市场,与及持续货币宽松政策,将导致美元下一轮结构性下跌趋势,并指美元跌势甚或提前出现,於明年下跌最多两成。美国Moderna药厂称其新冠疫苗测试中录得有效率为94.5%,为第二间美国药厂报告新冠疫苗成功。

花旗指出,其预测乃基於美联储将继续货币宽松政策,即使通胀预期随经济复苏升温,这将导致美债孳息曲线陡斜。该行指,外汇市场投资者开始转向有价值的货币,并增加流出美国,基於美股标普500指数及美元估值相对其余国家为高。

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