华尔街坚信：欧元的反弹才刚刚开始

28
2
Favorite

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...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Report

Comment（2）

YMlB
·2023-01-12
Good to know
Reply
Like
Report
是龙不是虫
·2023-01-11
k
Reply
1
Report

Most Discussed

7x24

All

Terms and Conditions·Privacy Policy

Company: TTMF Limited. Tech supported by Xiangshang Yixin.

Email：uservice@ttm.financial

{"i18n":{"language":"en_US"},"data":{"share":"https://ttm.financial/m/news/1126375496?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/c1a7793d923570c8fadc551eefc9bba6","is_english":false,"pubTime":"2023-01-11 23:14","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1126375496","market":"us","top_or_hot":-1,"title":"华尔街坚信：欧元的反弹才刚刚开始","media":"华尔街见闻","content":"<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679615\">Source Link</a>\n\n</div>\n","source":"live_wallstreetcn","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>华尔街坚信：欧元的反弹才刚刚开始</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n华尔街坚信：欧元的反弹才刚刚开始\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-01-11 23:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3679615><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3679615\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":null,"symbol_name":null,"start_time":0,"source_url":"https://wallstreetcn.com/articles/3679615","article_id":"1126375496","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/c1a7793d923570c8fadc551eefc9bba6"],"rights":{"source":"live_wallstreetcn","url":"https://wallstreetcn.com/articles/3679615","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1126375496","pubTimestamp":1673450067,"sourceInfo":{"source_id":"live_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"推动美元持续上涨的因素正在消失。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{},"translate_title":"Wall Street firmly believes that the rebound of the euro has just begun","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/a3adfaaadd1a4c88e0769b298d72fd44","symbols_score_info":{"EURmain":0.9},"content_text":"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，欧元的下行风险正在减弱：欧洲经济或将带给投资者越来越多的惊喜，而在美国，这些惊喜正慢慢减少。对于欧元走势，德银和摩根士丹利的策略师表示，欧元汇率可能从目前近七个月高点1欧元兑1.07美元继续反弹至1.15美元。野村证券的分析师认为，1月底前欧元汇率将升至1.10。比美联储更强硬的欧洲央行将提振欧元摩根大通公司的策略师表示，他们仍然对欧元区的经济增长持保留态度，但比美联储更强硬的欧洲央行将支撑欧元。该银行最近几个月来首次将欧元从看跌转为中性。1月6日，欧盟统计局公布数据显示，欧元区12月调和CPI初值同比9.2%，较上月10.1%继续下滑，同比增幅创4个月新低 。但剔除波动较大的能源、食品、酒类和烟草价格的核心通胀涨幅超过预期，创下5.2%的历史新高。媒体称，根据欧盟委员会数据显示，尽管欧元区通胀仍接近历史高位，但消费者对价格走势的预期已基本回落至通胀飙升前的水平，欧洲央行计划将以稳定的速度继续加息。分析师们指出，市场普遍认为本周四即将公布的美国12月CPI数据会使投资者们确认，在未来欧洲央行将继续保持强硬态度，而美联储的加息可能会降温，利率差距的缩小将利好欧元。根据媒体调查结果显示，市场普遍预计欧洲央行今年将加息150个基点，美联储加息60个基点。渣打银行G-10全球外汇研究主管Steve 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":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"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,"idStr":"4130496531861782","authorIdStr":"4130496531861782"},"htmlText":"Good to know&nbsp;","listText":"Good to know&nbsp;","text":"Good to know","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951636588","repostId":1126375496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9951829062,"gmtCreate":1673450570657,"gmtModify":1676538839147,"author":{"id":"3582761146933339","authorId":"3582761146933339","name":"是龙不是虫","avatar":"https://community-static.tradeup.com/news/88c6c9008bca5a73fbaab442050a9ab3","vip":1,"hat":"https://static.tigerbbs.com/7b75ce0c34afff716602792a5d0929dd","crmLevel":2,"crmLevelSwitch":0,"idStr":"3582761146933339","authorIdStr":"3582761146933339"},"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9951829062","repostId":1126375496,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":28,"commentSize":2,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}