油价仍有续涨空间，强力看多加元与挪威克郎；① 高盛的分析师指出，随着全球经济的进一步趋于复苏，油价在需求端拉动下上行仍将是大势所趋，因而与油价高度关联的产油国货币也将继续是汇市的领跑者。同时，出口的强势复苏会令相应经济体的央行更早进入加息周期，因而，高盛当前推荐相对美元做多挪威克郎和加元；② 高盛指出，挪威央行将领先所有其他发达经济体央行，带头于2021年四季度就开始加息，这意味着挪威克郎汇价前景将持续看多。与此同时，加拿大央行也会此后在今年4月份就开始缩减QE规模，并在2023年初开始加息，这都比美联储要领先一步，于是，美元兑加元上周触及的三年低点1.2365，也并非已经是历史性大底
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