尽管如此,这两个“既成事实”都不会让投资者拨开迷雾,即便他们在2016年底的市场行为似乎表明,他们希望并期待情况会变得明朗。
A “dollar exuberance” broke out post-election, says Peter Rosenstreich of the internet-based bank, Swissquote. Trump promises of fiscal policy and tax reform had the “near-magical effects” of convincing investors that monetary policy would end smoothly, global growth enhanced and corporate profits boosted.
互联网银行瑞讯(Swissquote)的彼得?罗森施特赖希(Peter Rosenstreich)表示,“美元繁荣”在美国选举后出现。特朗普承诺的财政政策和税收改革承诺产生了“近乎魔力般的效果”:让投资者相信货币政策将平稳收尾,全球增长将提速,企业利润将得到提振。
1. November 9: Donald Trump’s election victory spurs start of dollar rally
1、11月9日:唐纳德?特朗普胜选,开启美元涨势。
2. December 5: Supreme Court hearing into UK’s government’s Article 50 appeal adds to Brexit doubts, pushing sterling higher
2、12月5日:英国最高法院开始审理英国政府就触发《里斯本条约》第50条(Article 50)权限提起的上诉,这加剧了外界对于英国退欧的疑虑,促使英镑汇率上涨。
3. December 7: China’s reserves drop a further $70bn as central bank struggles to halt sliding value of renminbi
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