华尔街坚信：欧元的反弹才刚刚开始

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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
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是龙不是虫
·2023-01-11
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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 Saravelos也认为，美国和欧元区的相对政策周期表明，美联储先于欧洲央行转向：在欧洲，最新的PMI数据显示今年冬天甚至可能不会出现衰退，失业率仍在下降，财政政策在结构上是宽松的。此外，Saravelos在看涨欧元的报告中指出，推动美元持续上涨的因素正在消失：美元避险吸引力的两个主要驱动因素为欧洲的能源危机和美联储，现在能源危机已经逐步消失。美联储的转向成了美元的最后支点。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[{"id":9951636588,"gmtCreate":1673472008644,"gmtModify":1676538841390,"author":{"id":"4130496531861782","authorId":"4130496531861782","name":"YMlB","avatar":"https://community-static.tradeup.com/news/a6ff366154731ed4b463f53e37785e66","vip":1,"hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":6,"crmLevelSwitch":1},"htmlText":"Good to 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