瑞銀財富管理下調多種貨幣目標價 料美聯儲加息令美元相對強勢
瑞銀財富管理表示,美匯指數上月初至今已漲逾5%,在全球增長擔憂加劇下,美聯儲需果斷行動來壓抑通脹,相信將令美元相對幾乎所有貨幣在第二季度都要強勢,
該行亦預計美元相對亞太貨幣的強勢將延續。中國二季度經濟增長料將疲軟,短期不利大部分亞太貨幣。但隨著美國通脹和經濟增長下半年起減速,美聯儲緊縮政策步伐從三季度起或加倍謹慎,即每次會議加息25個基點,亞太貨幣壓力下半年有望緩解。
該行給予歐元及英鎊兌美元的年底目標價分別為1.08及1.3,低於早前目標價1.13及1.38,給予日圓及人民幣兌美元在第二季末的目標分別為130及6.55,亦低於早前目標價的122及6.4。
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