在特朗普废除奥巴马医改失败后,投资者大量买入日元及其他主流货币,致使美元兑日元的汇率跌至十一月以来的最低点。
美元兑日元下跌了1%,跌至110.24日元,这是11月22日以来的最低水平。欧元/美元上涨至1.0849美元,是12月8日以来的最高水平,该货币对随后回落至1.0849美元。
华尔街日报美元指数为89.66,下跌了0.4%。ICE美元指数为99.28,下跌了0.3%。
道富银行东京分部经理Bart Wakabayashi说道:“这是特朗普竞选承诺破产后的正常市场反应。”
此次白宫落败,进一步质疑了特朗普政府的政策实施能力,投资者们怀疑他们能否支撑起美联储加息后的市场预期。
特朗普政府认为废除奥巴马医改是手到擒来,但投资者们只看到他们连足够的通过票都无法保证。Wakabayashi先生说道:“投资者都能看到,特朗普的政策有非常多的反对者。他们能看到贸易政策和财政政策的一般性风险,特朗普的诸多承诺都要重新考量。”
外汇投资者现在能够看到美元已跌至108.30日元附近,因为他们都在卖空美元。
东京布朗兄弟哈里曼银行的货币策略师Masashi Murata认为:“为了阻止美元的下行趋势,美国必须拿出极其强势的就业数据,或是美联储采取鹰派行动。”他认为下一个分界点在107.9日元附近。
Dollar hits lowest level against yen since late November
The U.S. dollar fell to its lowest level against the yen since late November as the failure of a Donald Trump-backed measure to repeal Obamacare gave investors another cue for buying the yen and other major currencies.
The dollar USDJPY, -1.05% fell as much as 1.0% against the yen at one point, to trade at ¥110.24, its lowest level against the Japanese currency since Nov. 22. The euroEURUSD, +0.6019% rose to $1.0849, its highest against the dollar since Dec. 8, before pulling back slightly to $1.0843.
The Wall Street Journal Dollar Index BUXX, -0.57% , a measure of the dollar against a basket of 16 currencies, was 0.4% lower at 89.66. The ICE Dollar Index DXY, -0.21% , which measures the currency against a basket of six major rivals, was down 0.3% at 99.28.
“This is the market reacting to Donald Trump’s failure to implement one of his major campaign promises,” said Bart Wakabayashi, Tokyo branch manager for State Street.
The setback for the White House has strengthened uncertainty over the U.S. administration’s ability to push through its agenda, adding further momentum to an unraveling of support for the dollar that has picked up steam since the Federal Reserve’s decision to raise U.S. interest rates without ramping up its expected pace of further increases.
Investors see the failure of the U.S. administration to secure the votes needed to pass the health-care bill as a “harbinger of things to come,” said Mr. Wakabayashi. “They see it as a lot of opposition to his policies. They see general risk on trade and fiscal policy, and a lot of promises we may have to revisit and cross out some of them.”
Foreign-currency investors may now see the dollar falling toward the ¥108.20-level as they take short positions, Wakabayashi.
It will take robust monthly employment figures or hawkish guidance from the Fed to stop the slide, said Masashi Murata, currency strategist at Brown Brothers Harriman in Tokyo. He sees the next level of demarcation around ¥107.9.
The euro also continued to gain against the dollar. There are “no incentives to prompt investors to sell” the euro right now, said Daiwa Securities senior FX strategist Yukio Ishizuki.
本文翻译由兄弟财经提供
文章来源:http://www.marketwatch.com/story/dollar-hits-lowest-level-against-yen-since-late-november-2017-03-27