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加拿大皇家銀行表示,美元/加幣走勢受伊朗衝突和利率差異驅動。

-- 加拿大皇家銀行資本市場(RBC Capital Markets)週五表示,美元/加元貨幣對自3月27日上次更新以來淨下跌約0.5%,此前該貨幣對在川普自行設定的最後期限前曾出現上漲,但隨著市場預期伊朗衝突將緩和,該貨幣對又出現拋售。 加拿大皇家銀行在其《加元週報》(CAD Weekly Soundbites)中指出,今天早上公佈的美國和加拿大經濟數據不太可能在可預見的未來改變聯準會和加拿大央行的「維持」貨幣政策立場。因此,美元/加幣的走勢可能取決於市場預期衝突升級(美元走強)還是緩和(美元走弱),而原油價格則起到部分抵銷作用。 加拿大皇家銀行表示,伊朗衝突持續時間越長,對能源價格和供應鏈的影響越大,市場就越有可能關注已開發市場的貨幣和財政應對措施。 加拿大皇家銀行補充道,如果聯準會和加拿大央行都維持利率不變,那麼目前較大的利率差將為美元/加元提供支撐;但如果兩家央行的反應機制開始出現分歧,則可能影響美元/加元的走勢,並削弱加元作為「迷你美元」的地位。 從技術角度來看,加拿大皇家銀行的喬治·戴維斯表示,跌破1.3860的看跌趨勢反轉結束了過去一個月的短期上漲趨勢,目前價格正在試探1.3818的200日均線。如果跌破該均線,關注點將轉移到2月至3月形成的1.3728的舊三重頂形態。加拿大皇家銀行指出,初步阻力位在1.3874,其次是1.3932的更強阻力位,該阻力位自1月以來已連續阻擋了四次上漲行情。

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