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新兴市场资产上涨,受“抛售美国”交易提振
天空漫步者
天空漫步者
04-22 02:00
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受持续撤离美国资产的推动,发展中国家货币和股票本周初上涨,这促使投资者转向被低估的新兴市场资产。截至周二北京时间00:00(美东时间12:00),MSCI明晟发展中国家货币指数上涨0.2%,创2024年10月初以来盘中最高水平。波兰兹罗提、罗马尼亚列伊和泰铢在彭博追踪的一篮子货币中涨幅最大。对全球最大经济体经济放缓的担忧——以及最近对美国总统特朗普可能解雇美联储主席鲍威尔的担忧——正在助长所谓的“抛售美国”交易,导致美国股市和美元暴跌。美元一度跌至2023年底以来的最低水平。“这是从美国到欧洲的轮动,这也使一些新兴市场受益,”杰富瑞外汇主管布拉德·贝克泰尔表示。
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