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TMGM每日市场(4月4日)

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全球汇市本周焦点在于俄乌战争,交战双方约两周以来首次举行面对面谈判,停火协议 出现一丝曙光,激励欧元强力反弹,之后欧元区主要国家公布的通胀数据表现火爆,支 撑欧元进一步升至近一个月以来高点,但之后则是因为俄乌战事持续推进和非农后美元 的反弹而回落。由于日本央行出手购债压低国债收益率,导致日元遭遇疯狂抛盘,美元 兑日元从周初的约 122 直奔 125 大关,刷新了逾六年半高点至 125.09。另外,美国就 业数据相对强劲,强化了美联储 5 月和 6 月均加息 50 个基点的预期,美元相对强势,而 且俄乌会谈继续,打压避险,调查显示,尽管散户仍偏向看涨后市,但多数华尔街分析 师已经转为看空黄金后市。

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