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法国农贷:特朗普唱空美元 然后呢?

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  法国农业信贷银行(credit agricole)周一(4月17日)撰文就特朗普唱空下的美元进行分析。内容如下:

  本行研究团队注意到,特朗普上周三在接受外媒采访时对美元进行了唱空,这令得汇率和利率市场在流动性清淡的情况下波动可能会被扩大。

  我们认为这可能令美元多头受到进一步压制,特朗普希望美元走软,然后引入财政刺激措施来推动经济和通胀。

  此外,美联储仍保持政策独立性,经济改善会令美联储升息。

  而就目前而言,我们认为美元仍是有“建设性”的,美国基本面向好和美联储紧缩会推高美元的买需。

  北京时间4月17日9:44,美元指数报100.38。

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