美国民主党起草一份2.4万亿美元的刺激提案, 黄金价格短期受压

In 每日市场分析
September 25, 2020

美国民主党起草一份2.4万亿美元的刺激提案
有报导指,美国众议院民主党已开始起草一份规模约为2.4万亿美元的刺激提案,以便拿来跟白宫和参议院共和党议员进行可能的谈判。佩洛西和财政部长姆努钦都在周四早些时候表示希望重启谈判,但没有给出任何关於他们已接近达成妥协的暗示。
黄金价格短期受压
尽管近期经济下行风险依旧高企,且疫情持续进一步打击复苏前景。但是此前美股大跌,使得投资者抛售其他资产获取现金,同时美联储近期总体鸽派不及预期,这使得投资者涌入美元,挤压了黄金的避险需求。短时间市场需继续关注美国刺激方案的进展,如果两党最终达成一致,可能回进一步推高市场的通胀预期,且部分缓解市场对於美元的流动性需求,这将会能够支撑黄金。

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