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摩通私銀預期美元仍有進一步下跌空間
摩根大通私人銀行全球市場策略師王然認為,雖然標普500指數表現強勁,但美匯指數卻持續走低,反映全球宏觀形勢正逐步轉變,資金流入美國市場的動力放緩,加上外匯對沖活動增加,結構性壓力進一步浮現。
該行目前認為美元對主要貨幣仍被高估5%至15%,預期隨著周期性利差收窄及資產配置調整持續,美元仍有進一步下跌空間。
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