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中期看涨欧元兑美元;法国农业信贷表示,中期看涨欧元兑美元,短期内可能进行整理,汇价将继续受益于以下三大因素,分别为:(1)全球增长和贸易复苏的最大赢家之一,预计2021年将实现这一目标;(2)贸易保护主义全球影响的减弱;(3)经济民族主义,上周达成的欧盟2021年预算协议可能在短期内进一步提振欧元,特别是如果若本周欧洲系列采购经理人指数(PMI)显示国内经济复苏的初步迹象的话;也就是说,市场已经出现了一些积极因素,使得欧元兑美元相对于其短期基本面因素(如利差、箱型收益率利差和相对股市表现)显得相当高估,所有这些都可能限制欧元兑美元的上行空间,尤其是如果美联储本周仍持观望态度,因为决策者仍希望美国国会能达成财政刺激协议

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