FX168讯 德意志银行(Deutsche Bank)策略师George Saravelos和Alan Ruskin在题为《外汇蓝图》的报告中写道,该行仍坚定认为,鉴于美联储收紧货币政策,而其它国家的央行保持被动,因此美元2015年上行趋势将恢复,继续看涨。
此外,德意志银行还在报告中列举了其他不同货币的交易策略:
1.卖出
欧元(1.0958,0.0001,0.01%)/美元,做多美元贸易加权指数。预计到年底至少平价;投资流动状况仍然对
欧元(1.0958,0.0001,0.01%)非常负面
2.买入美元/
日元(123.78,-0.154,-0.12%)。预计到年底汇率为125-128,因为国内资产重新配置仍未完成,而由于很可能不能实现CPI目标,日本央行进一步宽松政策的风险尚未充分体现。
3.卖出
欧元(1.0958,0.0001,0.01%)/
英镑(1.5316,0,0.00%),买入
英镑(1.5316,0,0.00%)兑
澳元(0.765,-0.0001,-0.01%)和
英镑(1.5316,0,0.00%)兑
纽元(0.7172,0.0005,0.07%)。目前仍看涨
英镑(1.5316,0,0.00%),
英镑(1.5316,0,0.00%)大选结果加强了英镑强势。但该行转向更加看跌
纽元(0.7172,0.0005,0.07%),预期新西兰联储将在夏季两次下调利率
4.做空
澳元(0.765,-0.0001,-0.01%)/
加元(1.2423,-0.0004,-0.03%)。因预期澳洲联储将进一步放宽货币政策。
5.做空新西兰元贸易加权指数。
6.做空
欧元(1.0958,0.0001,0.01%)/瑞典克朗。
7.做多印度卢比、菲律宾比索、
人民币(6.2013,-0.0001,-0.00%),做空泰铢、
新加坡元(1.3478,0.0001,0.01%)、马来西亚令吉。因新兴市场外汇仍容易受美元走强冲击;集中于地区货币交叉盘,避免简单做多。
责任编辑:forex