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荷兰国际集团经济学家预计,美元将保持坚挺,长期而言应会出现全面下跌。美联储能继续推动美元走高吗?简而言之,答案是肯定的,本质上是因为即使假设市场不消化高于当前5.75%的峰值利率,3月份50个基点的波动也没有被完全消化(OIS曲线暗示加息40个基点),而且还有足够的空间来降低2023年底和2024年初的降息预期。

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