Friday16:30The second quarter announced by the UKGDPAnnual rate initial value recorded1.3%, as expected, better than previous values1.2%。路透评论称,这主要归功于服务业稳定发展。若以历史标准衡量,潜在增长仍然较为温和。虽然英国6The published monthly manufacturing output rate is0.4%, better than expected0.3%, the previous value also changed from0.4%Revised to0.6%However, due to the uncertainty surrounding Brexit, there is not much fluctuation in the GBP/USD ratio. Next week, the UK Parliament will return from vacation, and the EU summit will also take place10On a monthly basis, investors should focus on the economic growth rate in the third quarter and8The upcoming new round of Brexit negotiations is about to begin.
一直坚定鸽派的美联储芝加哥联储主席埃文斯突然转鹰,出乎意料,让很多投资者眼镜大跌。对于美元,近期一路高歌,再创年内新高来到96上方;受美国政府对俄罗斯实施新制裁的影响,市场避险情绪有所升温,虽然美元再创新高,但gold也有所反弹,测试上方1217位置,结果虽不尽人意,但至少证明多头目前反击力量是相当有力的。
就中美贸易战而言,说得直接点,美国中小型企业是哀怨漫天。比如说,装着美国7万吨大豆的“飞马峰”号在世界的加油声中,也未能如期抵达中国港口,至今已经在海上漂流了逾一个月了,卖给中国意味着需要交更多的关税,转卖出去买家肯定会趁机杀价,种种迹象表明,就中美贸易战而言,短期可能中国受伤大于美国,但长久下去的话,无论是任何一方受到的影响都会逐步的扩大,从而导致双方经济的下滑。
虽然说各方面数据和消息流露出的是美国经济当前较为强劲,美元现在也确实很强势,成嘉润认为主要还是因为美联储在年内的几次加息,那么美联储接下来的9月加息目前看还是板上钉钉得局面,但是最终还是需要美联储宣布加息落实才算确认。