自北京时间今晚9点30分的欧央行会议至明日晚间时间9点30的美国非农业就业数据,金融市场将迎来超级24小时的大行情,两大经济体的大动作将是全球瞩目的重要金融事件。
欧央行是否会如期继续扩大宽松政策而再次做跌欧元?美联储是否会所料提高利率而继续推涨美元?交易者们是应该全副武装上阵还是静观行情以避之?
欧央行或将按兵不动
欧洲央行的本次会议主要是聚焦在其是否会扩大货币宽松政策的力度,一是将存款利率进一步在-0.2%的基础上调低;二是在将延长其1.1万亿欧元资产购买项目的时长。
之前的文章中提过,欧央行行长德拉吉很可能会在美联储行动前选择按兵不动。欧央行行长德拉吉的意图在于继续使用政策途径使欧元贬值以实现其通胀率的目标。
昨日,欧央对于今年11月份通胀率预期稳定在0.1%不变,与10月份持平。欧洲央行副主席Vitor Constancio表示经济增长预期的重新估值将是是否扩大宽松的关键影响因素。这样看来,在数据方面并没有绝对的证据表明欧央行会在今日的会议上作出决定。
另外,9月份,欧洲央行预测通胀率将由2015的0.1%上升至2016年的1.1%;经济增长率将由2015年的1.4%,升至2016年的1.7%与2017年的1.8%。但在本次数据出台前,我们仍然无法对本次经济预期展望的结果。
但在美联储真正做出行动之前,欧央行全面扩大可能未然,近期的欧洲各国经济数据表现有复苏的乐观倾向,也许欧央行并不会在下周的会议作出绝对表态。
美联储加息剑拔弩张
昨日美联储主席耶伦在华盛顿会议上再次给出较强烈的加息信号,她表示“推迟加息可能会使得货币政策恢复到正常轨道的时间过长,而导致我们不得不收紧政策的时候由于突然的行动而影响到两个重要的目标(就业市场与通胀率)”。
并且重申了联邦基准利率将在美国的就业市场有进一步改进与实现中长期2%通胀率目标有足够信心的时候实行,加息决议仍然会以未来的经济信号为依据。但在本次的会议中,耶伦驱除了11月份会议的“循序渐进”的字眼。
昨夜的美国11月份就ADP非农数据录得21.7万人口,好于预期值19.1万,好于前值19.6万。也许是本次非农强劲的信号,如果在明日晚间的真实数据向好,则美联储在12月16日的会议上决定加息的可能性将更大。
技术图表吐漏真情
技术图表上看欧元有底部空头动能减弱,多头适机补进的形态;而美指有高处受阻,获利回吐的迹象。具体的技术形态将在今后的文章中探讨。
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