Credit Suisse: Kekuatan Dolar Mungkin Sulit Bertahan dalam Waktu Dekat

Data Gold 15 November, UBS Global Wealth Management stated that after Trump won the US presidential election, the recent strength of the US dollar may not continue. Analysts in a report said that in the medium to long term, the dollar may weaken. “Trump’s proposed policies are expected to expand the twin deficits, weakening the long-term appeal of the dollar.” They said Trump may not be able to fulfill the policy of boosting the dollar, and he may seek lower yields and a weaker currency. Meanwhile, they said the market has gone too far in anticipating a rate cut by the Fed, and the “over-adjustment” of US Treasury yields may decline with the dollar. UBS expects the euro to rise from the current 1.0573 to 1.12 against the US dollar by December 2025.