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短线美元有望走强,但长期仍看跌;① 瑞银策略师Gaétan Peroux和Tilmann Kolb在一份报告中指出,“当前就提名最高法院新法官进行的政治斗争,增加了投资者对美国政治的敏感性,并降低了他们在11月大选之前持有美元曝险的意愿。” ② 报告称,“尽管我们预计随着投机性头寸的继续减少,短期内美元将进一步走强,但我们仍认为美元由于估值过高,长期仍然看跌”

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