美元:上扬暂停被视为暂时现象——法国兴业银行
法国兴业银行策略师基特·朱克斯(Kit Juckes)和奥利维耶·科尔贝尔(Olivier Korber)认为,美元的强势仍然得益于美国强劲的增长、顽固的通胀以及相较于欧洲和亚洲有利的贸易条件冲击。他们指出,美元已经对大多数主要货币上涨,尽管近期有所暂停,但预计美元的强势将持续到2026年下半年。

法国兴业银行策略师基特·朱克斯(Kit Juckes)和奥利维耶·科尔贝尔(Olivier Korber)认为,美元的强势仍然得益于美国强劲的增长、顽固的通胀以及相较于欧洲和亚洲有利的贸易条件冲击。他们指出,美元已经对大多数主要货币上涨,尽管近期有所暂停,但预计美元的强势将持续到2026年下半年。

美元王者论调依然完整

“我们2026年外汇展望‘美元王者将归来’的封面图是‘增长’与‘美联储’争夺一箱美元。”

“美国经济已经领先于欧洲和亚洲的竞争对手,但油价上涨带来了贸易条件冲击——对美国有利,对欧洲和亚洲不利。”

“因此,市场情绪发生了变化,美元兑三分之二的其他主要货币上涨,G10货币中除资源丰富的澳元和挪威克朗外均上涨。”

“我们预计美元的强势将持续到今年下半年。”

“在美国增长的主要驱动力(油价、人工智能资本支出和财政支持)中,只有油价正在回落。”

(本文由人工智能工具协助生成,编辑审核。)

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