【法农信贷:多种因素或共同作用推低欧元】金十数据10月25日讯,法农信贷表示,虽然欧元/美元在未来三到六个月内持续跌破1.08的可能性仍不确定,但外汇驱动因素的组合可能对欧元/美元保持负面影响,目前该货币对也处于压力之下。尤其值得注意的是,尽管欧洲央行仍持鸽派态度,在欧元区经济复苏势头脆弱、通胀放缓的情况下应该会继续降息,欧洲利率市场已经消化了未来激进降息的预期。此外,虽然在美国政治和全球地缘政治风险不断上升的背景下,全球风险厌恶情绪的潜在回归可能进一步提振美元的避险吸引力,但我们注意到,美国大选的结果仍然很难预测。在我们看来,只有特朗普再次当选,才会加剧人们对全球贸易战的担忧,从而打击欧元区的复苏和欧元。我们还不能排除随着法国和意大利10月开始“预算季节”,欧洲主权信用风险再度升温的可能性。
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