预计希拉里将以微弱优势胜出,但特朗普不太可能认输,这将导致未来一段时期内不确定性增加,预计欧元/美元将略微涨至1.08而美元/日元将升至110水平附近;若特朗普胜出,则欧元/美元将涨至1.12而美元/日元料跌至99,此外新兴市场资产尤其是墨西哥比索将受重创。如果选情胶着,则瑞郎、欧元、日元黄金和美债等避险资产将受益。
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