市场对中美双方会议感到不乐观, 金价仍然受支撑

In 每日市场分析
August 20, 2020

市场对中美双方会议感到不乐观
中美双方贸易代表评估第一阶段贸易协议执行情况的会议延期後,市场正关注下轮评估会议日期。不过,美国总统特朗普早前到访亚利桑那州和艾奥瓦州期间表示,暂不想与中方谈论事情,但他亦有称赞中方以创纪录的价格购买美国农产品。此外,美国白宫幕僚长梅多斯及贸易谈判代表莱特希泽就重开会议言论上亦见分歧,这使市场对双方短期内能重开会议的预期不感乐观。

金价仍然受支撑
美联储鸽派不及预期和美元空头持仓过於拥挤,这使得美元短时间存在进一步反弹的空间,但是美联储持续宽松的预期和美国经济复苏乏力使得美元涨幅受限,这将继续支撑金价。考虑到大选的不确定性,美联储明确的利率路径可能要到11月後才会公布,因此市场需关注美联储是否会继续扩大资产负债表规模。

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