MBG 快讯：疫情重燃以及政治风险加剧，避险美元再获市场青睐

MBG 导语：短线美元指数或许还有反弹，但中线仍然承压。另外，短线继续维持金价为震荡偏弱结构。

Focus of foreign exchange market
美元方面，周四，美元指数迎来五个交易日来首次上涨，主要是因市场对美国大选前出台新冠援助计划的希望减弱，此外，全球新增新冠病毒感染病例激增，令美元等避险资产小幅上扬。但美国众议院议长佩洛西称有望就刺激方案一项关键内容达成协议，也一度限制了美元涨幅。因此，短线美元指数或许还有反弹，但中线仍然承压。
In terms of Japanese yen, on Thursday, the US dollar rose against the Japanese yen0.3%，主要是因美元走强和美债收益率上涨令日元承压；此外，前期美/日跌幅较大也有修复的预期。但考虑到全球新冠病例数加速上升，日元仍有较强的坚韧。因此，短线美/日仍有可能走弱。
欧系货币方面，周四，欧元兑美元跌0.36%，一方面是因美元的走强，此外，获利了结也带来了一些压力；另一方面，欧洲新增新冠病毒感染病例创新高，西班牙成为首个感染人数超过100万的西欧国家，这也加剧了全球市场的谨慎情绪。鉴于新冠病例大幅增加，以及欧洲央行还存在降低利率的预期，短线欧元或许还有调整。
英国方面，周四，英镑兑美元大跌0.49%，一方面是因美元的走强；另一方面脱欧协议仍然虚无缥缈也使得市场情绪恶化。因此，预计英镑短线仍有调整。
商品货币方面，周四，商品货币相对较强。主要是因美国刺激方案的有望达成，带动了市场风险偏好情绪上升；此外，前期澳元、纽元因货币宽松预期的大跌，当前市场基本已经消化。因此，短线澳元、纽元下行空间已有限，但考虑到疫情仍然存在，预计反弹空间也相对有限。
commodity market


gold方面，周四，金价收跌逾20美元，盘中一度刷新近一周低点，主要是因美元走强、美债收益率上涨令金价遭受双重打击。不过美众院议长佩洛西再次暗示刺激协议会谈取得进展，也限制了金价跌幅。短线继续维持金价为震荡偏弱结构。
油价方面，周四，油价涨近1.5%，主要是因美国经济刺激方案取得进展的迹象提振了疲弱的需求前景。但考虑到目前全球疫情仍然严峻，预计油价将继续面临震荡。
stock market indexprospect

港股方面，周四，港股全日低开高走，恒生指数涨0.13%Report24786.13点。盘面上，汽车股与内银股持续活跃，中资券商股尾盘拉升。考虑到美股周四表现反复，但整体走强，因此，短线上港股的压力或许也有减轻。技术上看，继续关注24000Support and25000The pressure.
abstract

CFTCThe cash flow data shows that the short position in the US dollar is at its extreme value, so it is expected to rise in the short term with the inflow of funds and support. In addition, the long position in the euro is also at its extreme value.
Pound/US and Europe/US bears can redeem a portion of their profits.

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