加元:利率分化令加元承压兑美元 – 道明证券
道明证券(TD Securities)策略师指出,疲软的加拿大消费者物价指数(CPI)正在推动美元/加元走高,因为利差分化仍是关键驱动因素。他们认为,美元整体走强应会限制美元/加元在 1.40 下方的下行空间,并认为油价上涨对交叉盘中的加元构成支撑,但对美元则不然。

道明证券策略师指出,加拿大消费者物价指数(CPI)走软正在推动美元/加元走高,因为利率分化仍是关键驱动因素。他们认为,美元(USD)整体走强应会限制美元/加元跌破 1.40,而油价走高对交叉盘中的加元有支撑作用,但对美元则不然。他们的预测显示,美元/加元将在 2026 年下半年维持在 1.39 附近。

CPI走软使美元/加元维持在更高区间

"CPI报告走软正在推动美元/加元走高,我们上周五已获利了结我们的美元/加元多头看跌价差头寸。"

"CPI报告走软正在推动美元/加元走高,因为利率分化继续成为该货币对的重要驱动因素。"

"在我们看来,美元整体走强可能会抑制美元/加元明显跌破 1.40,因为美联储加息的门槛低于加拿大央行(BoC)。"

"在另一轮全球供应冲击背景下,油价走高可能对交叉盘中的加元构成看涨支撑,但对美元则不然。"

"我们的预测显示,美元/加元将在 2026 年下半年维持在 1.39 附近。"

(本文由人工智能工具协助创建,并由编辑审核。了解更多。

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