宗校立:周五交易日 简单梳理当前局势和思路

  【校立观点】:1月15日,随着美国众议院顺利通过弹劾法案,并将之提交给参议院,整件事对于美元会有怎样影响?答案是,短期暂无什么影响,长期却影响深远。为何会这样说?原因主要是,参议院共和党(多数党)领袖麦克奈尔称,参议院将会在19日复会对弹劾法案进行讨论,这明摆着是一种拖延战术,言下之意就是这几天都不会推进弹劾事宜,大家都可以暂时消停消停,这看似护犊子的行为无疑对稳定市场有较大帮助,导致短时间内美元指数 波动不会太大,昨日也仅仅只是呈现一种震荡行情而已,波幅不大。但是,若就此简单认为整件事是个笑话,那也是大错特错,因为整件事其实就是个紧箍咒,是保证川普能顺利交接的压舱石,通过推进弹劾法案,留给川普的选择只剩下交接权力这一条路可走,而其他路线已完全封死,想都不要想。

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