昨日美联储主席耶伦的一番强势鸽派表态引起美元再度狂跌，不但使得其他主要发达国家的货币火了，新兴市场的货币也火了。离岸人民币实现三日连涨，截至北京时间5点51分，香港市场离岸人民币对美元昨日再涨140余点至6.4741，连续三日涨幅达0.8%；其他新兴市场国家货币昨日也均呈现明显涨势，印度卢比对美元上涨0.36%；墨西哥比索对美元上涨0.68%；南非兰特对美元上涨1.68%。
美元跌幅创6年新高，20个新兴市场货币连涨
美联储自1月份以来持续放出鸽派态度，而且愈演愈重，似乎在决意做跌美元，而金融市场也确实给出了有效的反应，即昨日讲话后，美元再起跌势。美指两日连跌1.2%，破位95关口至94.82。根据彭博社数据统计，美元相对于10对主要货币对3月份下跌3.7%，创2010年9月份以来单月最大跌幅。与此同时，20个新兴市场国家包括中国、巴西、南非、俄罗斯、土耳其等货币四日平均上涨0.5%，3月份涨幅达5.4%， 创自1998年2月份以来最大涨幅。
同时，新兴市场国家股市也实现了大幅涨势，中国上涨指数昨日再涨2.77%，突破3000整数关口；南非与俄罗斯股市也均摆脱跌势而实现了大幅反弹。摩根士丹利新兴市场指数（MSCI emerging market index）上涨2.4%，达到2周内最大涨幅，3月份涨幅达12%，单月涨幅创自2011年10月份以来新高。
美元兑离岸人民币汇率走势
在岸人民币大涨，在岸与离岸人民币持续倒挂
由于昨日美联储鸽派表态，美元承压，离岸与在岸人民币汇率受国际美元影响出现大幅上涨，然而在岸人民币与离岸人民币汇差持续倒挂。昨日在岸人民币对美元收盘6.4648，涨幅达0.64%；香港市场离岸人民币对美元汇率上涨0.18%至6.4743；在离岸人民币汇差达105点。
近来人民币空头有所缓解，一是由于美元下滑整体支撑了汇率，二是由于国家出台政策收紧了离岸人民币的流动性，使得做空人民币的成本增高。中国央行3月14日公布的数据显示， 2月份人民币外汇占款下跌2279亿元至23.98亿元，余额创2012年12月份以来最低，表明人民币汇率贬值压力明显减小。
短期内看，在进入二季度后如果我国贸易顺差进一步扩大，则不排除短期人民币汇率继续走强。长期来看，根据斯特拉顿街资本公司债券基金经理表示，由于中国经常帐户的盈余现状，使得中国债券年收益率大于99%的世界其他固定资产收益率。人民币固定资产走势可能导致人民币相对美元逐步走强。
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