News list for "chatterjee"

Wells Fargo sees continued trade policy risks and boosts dollar

Aroop Chatterjee, a macro strategist at Wells Fargo, wrote in a research note on Wednesday that the rise in trade policy uncertainty looks set to continue, reducing risk appetite, increasing foreign exchange risk premiums and pushing up the dollar. Dollar gains are likely to be concentrated against emerging market currencies and cyclical G-10 currencies. If near-term growth risks prove to be more pronounced, currencies sensitive to falling U.S. Treasury yields could rise, with "the yen leading t...

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2025-02-13 03:27:50
富国银行认为贸易政策风险将持续并提振美元

富国银行宏观策略师Aroop Chatterjee周三在一份研究报告中写道,贸易政策不确定性上升的状况似乎将持续下去,这会降低风险偏好、增加外汇风险溢价并推高美元。美元上涨可能集中在兑新兴市场货币和周期性G-10货币。如果近期增长风险被证明变得更为显著,那么对美债收益率下降敏感的货币可能会上涨,“日元会领涨”。滞胀的情形应会导致美元更广泛上涨,美国...

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2025-02-13 03:27:50