每日新闻更新 - 人民币升值/达沃斯经济论坛 The Daily Update - Renminbi strength / Davos

一夜之间,在岸货币CNY较美元的升值态势扩大,最终稳定在6.3724,达到了自2015年11月13日以来的最强劲水平。截至本文发布,美元兑人民币即期汇率进一步收紧,正按6.3294进行交易。到目前为止,今年人民币的收益回归到3.2%,去年较美元的收益率达到11.80%。美国财政部长Steven Mnuchin在达沃斯世界经济论坛发表评论之后,美元较主要贸易伙伴货币的汇率走低。美元指数(DXY)用来衡量美元对主要货币的汇率变化,一度跌至88.805,达到2014年12月以来的最低水平。

在达沃斯经济论坛中,美国财长坚持认为美国支持经济发展,但也欢迎美元贬值,认为这将有利于美国经济。“显然,美元贬值对我们有好处,因为它能促进贸易,带来商机”,“我们绝不担心”美元短期价值,“从长期来看,美元反映了美国经济实力,说明美元现在是、将来也仍然是主要的储备货币。美国目前发生的事情体现了国内正在推行的一些计划。纵览美国经济发展,它仍然表现卓越,是非常有吸引力的投资地”。

另外,美国商务部长Wilbur Ross就本周早些时候对太阳能电池板和洗衣机征收关税的决策发表言论,他暗示美国做好了进入贸易战争的准备。“贸易战争一直存在,现在不同的是美国要开始筑墙了。”预期本周晚些时候特朗普将发表讲话,这也将是18年来首位美国总统再次推广“美国第一”政策。

另外,今天晚些时候欧洲央行举行政策会议,市场和评论员在努力捕捉央行对欧元迅速贬值的任何担忧迹象。随着欧盟经济的发展,央行行长德拉吉可能会寻求遏制欧元,先前有警告显示欧元对经济发展和通胀非常重要,应避免产生波动。

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