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“超级马里奥”主导全球市场基调
来源: | 作者:聚合财人 | 发布时间: 2017-07-14 | 3914 次浏览 | 分享到:



欧洲央行从现在到今年年底之间的行动,将会比美联储产生更大的影响,”贝莱德的亚洲信贷负责人Neeraj Seth在接受彭博电视采访时表示。


ECB moves from here, between now and the year-end, will have much more of an impact than the Fed itself,” Neeraj Seth, BlackRock’s head of Asian credit, said in an interview with Bloomberg Television.



至于美联储,市场定价显示,未来一年将出现一到两次加息——自12月份以来对比与现在放缓,且低于美国央行自己的预测。


As for the Fed, market pricing suggests one or two hikes over the coming year -- a slowdown from the tempo since December and less than the projections of U.S. central bankers themselves.



人们对欧元的看法也表现为欧元攀升至一系列货币的顶部,而美元则经历了其自2010年以来的半年最大跌幅逾6%。


The shift in perceptions is also seen in the way the euro has climbed to the top of the currency pack, while the dollar has tumbled more than 6 percent in its worst half-year since 2010.



因此,对冲基金和其他大型投机者也一直在迅速跳出美元,转向欧元——而欧元长期以来一直是人们最偏爱的看空点。即便如此,他们可能会像之前一样最后被证明是个反向指标,同时德拉吉的转变也引发了人们的担忧,即他承担着走在曲线最前方的风险。


Hedge funds and other large speculators have therefore been bailing out of the dollar at a rapid pace and bailing in on the euro -- which had long been a favorite short. Even so, they may prove a contrarian indicator, as has happened before, with Draghi’s shift also raising concern that he runs the risk of getting ahead of the curve.