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降息預期淡化,中美貿易再起風波
May 06, 2019

美國聯儲局將繼續維持現有利率水平,並從5月2日起將超額準備金利率從2.4%下調至2.35%,雖然這是聯儲局一年內第三度微調超額準備金利率,但聯儲局主席鮑威爾重申這項調整不代表貨幣政策的轉變,而配合官方公佈的四月份非農就業數據優於預期的情況下,更進一步淡化市場對降息的預期,美元指數回升。
 
另一方面, 中美雙方原訂於5月8日在華盛頓繼續進行貿易談判,不過,美國總統特朗普在新一輪的會面前夕突然加大對中國施壓,他於5月5日在社交平台聲稱將於本週五起對2,000億美元的中國進口商品由10%提升至25%, 並進一步威脅很快將對額外的3,250億的中國進口商品一並提升至25%的關稅。消息為市場增添不確定性因素,避險情緒衝擊環球股票市場,港股週一跌2.9%, 上證指數跌幅超5%,而美股三大期貨指數均跌超1.6%

本資訊並不構成任何投資邀請或建議。投資涉及風險,閣下投資前應自行尋求獨立及專業顧問的建議。


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