在美国大选前押对方向买进美元兑日元，眼下正卖出美元兑澳大利亚、巴西、俄罗斯与土耳其的货币。据CFTC数据，对冲基金与其他大型投机商看多美元的净持仓达到1月来最高后，上周减持美元净多头头寸。投资者认为特朗普的减税和基建投资承诺将提振经济增长和通胀，在此预期下美元本季度已上扬近8%，彭博美元即期指数创下截至2008年9月当季以来的季度最大涨幅。当前美元涨势正在慢慢熄火，续升空间有限。尽管市场正在消化重新浮现的预期，认为美联储通过积极收紧货币政策，其货币立场将与其他主要央行背道而驰，但实际上美联储今年也只加息了一次。
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