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美元:民主党横扫后,收益率走低令美元承压——丹斯克银行

丹斯克研究团队指出,在美国中期选举中民主党横扫以及能源价格大幅下跌后,美国债券收益率回落,整体美元走弱。该团队还提到,ADP 报告释放出略偏鹰派的劳动力市场信号,报告显示就业增长更强、工资增速上升,这可能支持美联储保持谨慎立场。
随着收益率和能源价格下跌,整体美元走弱
"债券收益率下跌,而在美国中期选举中民主党意外横扫以及能源价格大幅下跌之后,整体美元和挪威克朗走弱。"
"在美国方面,ADP 私营部门就业报告显示,10 月份新增 8.6 万个就业岗位,高于市场预期的 6.9 万个。该报告进一步印证了一系列劳动力市场指标,表明在周五公布非农就业数据之前,劳动力需求仍将保持稳健增长。"
"跳槽者工资增速升至 2024 年 3 月以来最高水平,表明劳动力市场状况正在收紧,工人的议价能力正在增强,这向美联储发出了略偏鹰派的信号。"
"消息方面,我们将听到美联储的 Hammack(2026 年有投票权,2027 年无投票权)、Logan(2026 年有投票权,2027 年无投票权)以及 Barkin(2026 年无投票权,2027 年有投票权)的讲话。Hammack 和 Logan 一直是联邦公开市场委员会(FOMC)中最偏鹰派的成员之一,两人都在 7 月维持利率不变的决定上投了反对票,Hammack 还在 10 月投了反对票。由于 Barkin 明年将拥有投票权,市场将关注他是否会就 10 月的利率决定表明自己的看法。"
(本文由人工智能工具协助生成,并经编辑审核。 了解更多。)
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