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美联储支持利率的措施将使美元走弱趋势持续;预计未来0-3个月美元指数DXY将处于92.40附近,未来6-12个月在89.80附近整理。拜登领导的民主党政府执政,国会分属两党,预期可能会出现风险资产价格上涨,美元走贬的发展。美联储不会急于取消宽松政策,反而会加大力度支持实际利率市场,从而使美元走贬趋势持续。美联储还可能会关注美元的实际收益率走势,若实际收益率上涨过快,会使得所有目前已经完成的“良好工作”失效。因此,美联储转向平均通胀目标(AIT)可灵活维持鸽派政策

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