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今晚凌晨美联储将公布3月16日紧急会议的纪要。当时美联储提前召开会议并宣布大幅降息及QE双管齐下,市场认为这是美联储认为新冠疫情对经济的冲击已经到了非常糟糕的地步,从而使得市场疯狂抛售一切资产以换取美元。不过,现在的情况已经有所变化,在各国货币和财政政策都在史无前例地发力之际,美元流动性已经得到了极大的缓解,若美联储在会议纪要上表达对美国经济的担忧,可能不会激起美元的避险功能,反而是打压美元。

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