Tom Kendall of Credit Suisse notes that an improvement in Mr Romney’s polling results has coincided with a sharp increase in investors buying put options that would protect them against a fall in prices. The buying, he says, “is related to investors reappraising the likelihood of a Romney victory in the US presidential election, and interpreting that possible outcome as being somewhat bearish gold (on the basis that a Republican president would be more likely to encourage tighter fiscal policy).
瑞信(Credit Suisse)的汤姆·肯德尔(Tom Kendall)指出,民调结果显示罗姆尼支持率上升之时,买进认沽期权的投资者数量恰好也大量增加——这种做法将保护投资者不会因金价下跌而蒙受损失。他表示,与这一现象“息息相关的,是投资者重新评估了罗姆尼赢得总统大选的几率,并且认定这一可能的结果将对金价构成利空(理由是共和党总统收紧财政政策的可能性更大)。
Likewise, an Obama victory may be the green flag gold bulls have been waiting for.
同样道理,奥巴马获胜可能正是金价看涨者一直期待的牛市启动信号。
Not only does it suggest a tussle over the forthcoming fiscal cliff with a House of Representatives most likely controlled by Republicans, but, more importantly, it removes the threat of a change in monetary policy. Under an Obama presidency, Mr Bernanke is likely to be replaced as Fed chairman with a similarly dovish voice, such as Janet Yellen, the current vice-chair.
【美国大选与金价】相关文章:
★ 狼与鹤
★ 美国逼近财政悬崖
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