美元指数
最近的美元回升值得注意，因为它是在全球固定收益市场和全球股市持续反弹的背景下发生的。美元反弹的关键原因是，虽然投资者加大对央行转鸽的押注，但他们对美联储以外的央行的押注相对更加鸽派。因此，美元相对于欧元、英镑以及其他G10货币的利率吸引力最近一直在上升。在我们看来，市场对美联储的看法过于偏鸽，短期内美元可能会继续受益于其相对利率吸引力的进一步改善。
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