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美银:美元短期内可能保持坚挺 但预计在下半年走弱

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2025-01-08 14:37:24
美元是被高估最多的G-10货币,由于美国当选总统特朗普 (Donald Trump) 的通胀政策前景,美元短期内可能保持坚挺,美国银行外汇策略师 Athanasios Vamvakidis 在一份报告中表示。他表示,在强劲的美国数据和特朗普选举获胜之后,市场对美联储降息的预期有所减弱,美元近期的强势已达到“历史极值”。美元在2025年上半年应该会保持强势。然而,由于特朗普的政策(包括贸易关税)“对美国经济造成影响,而世界其他国家则做出反应”,美元在下半年可能会走弱。
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