金色财经报道,富国银行宏观策略师Aroop Chatterjee周三在一份研究报告中写道,贸易政策不确定性上升的状况似乎将持续下去,这会降低风险偏好、增加外汇风险溢价并推高美元。美元上涨可能集中在兑新兴市场货币和周期性G-10货币。如果近期增长风险被证明变得更为显著,那么对美债收益率下降敏感的货币可能会上涨,“日元会领涨”。滞胀的情形应会导致美元更广泛上涨,美国利率会伴随负面的风险偏好而上升。
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