华尔街坚信：欧元的反弹才刚刚开始

华尔街见闻2023-01-11

作者：葛佳明华尔街投行们“大转向”，开始押注欧元区经济或将免于衰退之时，也对欧元越来越有信心了。1月11日，媒体称，与2022年下半年相比，现在市场情绪发生了巨大变化，当时欧元兑美元跌破平价窗口，市场逐渐失去信心，但现在许多投资者都认为2023年美元将走软。Aegon Asset Management的投资经理Gareth Gettinby表示，随着能源危机缓解，欧美利差渐渐缩小，欧元的下行风险...

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YMlB
2023-01-12
YMlB
Good to know
是龙不是虫
2023-01-11
是龙不是虫
k

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Englander在1月9日的一份报告中表示，欧元区核心通胀和经济意外均继续走强，相较于美联储，欧洲央行的鹰派基调或将维持更长时间。Englander指出，现在美国的经济数据意外比欧洲“弱”，表明利率上行压力较小，Englander解释称：12月工资通胀显著降温，平均每小时工资环比仅增长0.3%，同比增长4.6%，同样低于市场预期的5%，为2021年8月以来最低。任何工资增速减缓的信号都可能削弱美联储的鹰派立场。同时，12月的非制造业ISM仅为49.6，陷入萎缩，也创自2010年以来的最低水平。德银外汇研究主管George 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