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民主党若赢下参院补选,财政援助有望扩大,但美元欲全面反弹仍需更多利多刺激;① 高盛预计,如果民主党在美国佐治亚州参议院补选中赢下全部两个议席,那么除了国会会在此后批准将直接对民众发放的现金额度提高到每人2000美元以外,将意味着此后还会有6000亿美元的补充财政宽松措施推出,这在短期内将缓解美联储推出进一步宽松行动的压力,从而有助于美元指数暂时见底回升;② 但与之相反的状况则意味着在未来近两年时间内美国继续处于国会两院分裂的局面,此状况将严重限制美国政府的政策能力,并迫使美联储继续承担更多救市责任,同时还平添经济前景不确定性,令美元指数继续承压。无论如何,在政治不确定性完全消失之前,美元指数至少在未来两周直至美国总统就职仪式之前仍会面临持续的压力,即使民主党赢得补选,也难以立即录得立竿见影的强势反弹

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