花旗:新兴市场货币套利回报亮眼 短期仍有空间

GateNews

金十数据8月20日讯,今年以来,押注新兴市场货币兑美元的交易已带来本十年最具吸引力的回报之一,而据花旗新兴市场策略主管Luis Costa表示,这一交易在短期内仍有继续运行的空间。Costa表示,美联储更为积极的鸽派立场,叠加新兴市场央行的谨慎态度,将继续支撑发展中市场货币兑美元走强。一项追踪由做空美元资金驱动的八个新兴市场套利交易回报的指数今年上涨逾10%,有望录得2017年以来最大年度涨幅。“新兴市场央行的平均立场也非常谨慎,这仍表明实际政策利率具有可持续性。”Costa说。“还需要考虑市场隐含的2026年美联储可能更加鸽派的预期。综合来看,这一组合仍支撑美元维持相对稳定,尽管国际投资者对美股的兴趣有所回升。”

Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to Disclaimer.
Commento
0/400
Nessun commento