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美元命运更多取决于特朗普,谨慎降息预期压缩美元下跌空间

2025-02-17 20:47:28
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ChainCatcher 消息,据金十报道,Monex Europe 分析师在一份报告中表示,鉴于美联储将谨慎降息的预期,美元几乎没有延续近期跌势的空间。掉期利率反映今年降息 1.5 次,但考虑到粘性通胀,美联储的降息幅度可能更小。美元大幅贬值需要“对美国经济增长的独特性进行根本性的重新评估或出现完美的反通胀现象”,但这两种情况在近期都不太可能发生。

不过,本周美元显著反弹的可能性也不大。周三公布的美联储会议纪要可能会显得有些过时,因此美元的命运将更多地取决于令人捉摸不透的特朗普。

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