加元:加拿大就业数据疲软预计将对美元构成压力 – BBH
布朗兄弟哈里曼(BBH)的埃利亚斯·哈达德(Elias Haddad)表示,美元/加元在 1.4200 附近略低位交易,与美国和加拿大两年期收益率利差大致保持一致,等待六月就业数据公布。

布朗兄弟哈里曼(BBH)的埃利亚斯·哈达德(Elias Haddad)描述美元/加元在1.4200下方交易,整体与美加两年期收益率利差保持一致,等待6月就业数据公布。哈达德预计就业增长将急剧放缓至1万,并认为市场有空间削减对加拿大央行加息的预期,认为这一调整将使美元/加元在未来交易日偏向走高。

就业数据风险偏向上行

“美元/加元在1.4200下方无明显方向。”

“加拿大6月劳动力调查是国内焦点(伦敦时间13:30,纽约时间8:30)。预计6月新增就业岗位为1万,低于5月的8.78万,失业率预计连续第二个月维持在6.6%。”

“美元/加元的走势与美加两年期国债收益率差异保持一致。但加拿大央行加息预期(未来12个月加息50个基点)有下调空间,这将使美元/加元偏向走高。”

“领先指标显示劳动力市场疲软。职位空缺降至2017年10月以来最低水平,报告劳动力短缺的企业比例进一步低于历史平均水平,第二季度未来12个月的招聘意向恶化。”

(本文借助人工智能工具生成,并由编辑审核。 了解更多。

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