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如果股市下跌,美元可能上涨3%-5%;富国银行认为,如果不断升高的美国国债收益率拖累股市,美元可能继续走强。策略师Erik Nelson、Mike Schumacher和Zachary Griffiths在周二的研报中写道,美国实际收益率和名义收益率的绝对变化对于美元的方向“至关重要”,而风险情绪则是“关键波动因素”。如果股市“在收益率升高的情况下站稳脚跟,”美元指数可能上涨1-2%,回到2月高点。但是,如果更高的美国/发达市场实际和名义收益率压垮股市,美元未来数周可能有更大上涨,美元指数可能攀升3-5%

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