评级机构穆迪认为英国脱欧後的情况不乐观, 黄金短时间吸引力将下降

In 每日市场分析
June 12, 2020

评级机构穆迪认为英国脱欧後的情况不乐观
评级机构穆迪预期,若英国於 2020 年底发生无协议脱欧情况,届时英国经济规模将会大大低於当前预期水平。不过,疫情对经济的影响或仍是未来几年英国信贷风险的主要驱动因素。於英国脆弱的经济复苏过程中,无协议脱欧将加剧疫情的影响。另一方面,英欧双方似乎各不让步,英国内阁办公室大臣戈夫表示,排除延长脱欧过渡期的可能性。同时法国议员敦促法国政府在英国脱欧谈判中对渔业问题保持坚定立场。

黄金短时间吸引力将下降
周四对於经济快速复苏的预期降温叠加疫情二次蔓延的风险使得美股大跌,但是因近半个月美元累计下跌逾3.5%,避险情绪升温使得资金流入美元,因此黄金冲高回落。部分机构认为,随着市场意识到当前通缩的风险高於通胀失控的风险,作为对冲通胀工具的黄金短时间吸引力下降。但最新数据显示投资者仍在持续流入黄金ETF,ETF吸引长期投资者,这意味着黄金长多格局未改。

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