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澳元等商品货币有望继续涨;①瑞银本周也向客户表示,他们对包括澳元在内的大宗商品相关货币持建设性看法;②瑞银的外汇策略师Thomas Flurry表示:“在财政赤字扩大和经济活动走强的背景下,美国国债收益率走高,也可能伴随着实际资产价格走高,其中包括大宗商品价格。我们认为,这将推高大宗商品货币,不仅从贸易角度看是这样,从风险情绪角度来看也是如此”;③Flurry预测,2021年大多数与大宗商品相关的货币兑美元的汇率都将走强,表现最好的货币包括挪威克朗、卢布、澳元、加元和纽元

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