美元:峰会驱动的回调观点 – 星展银行
星展集团研究部Philip Wee指出,特朗普-习近平峰会在中国的首日利好美元多头,特朗普总统强调了经济合作和贸易回退。

星展集团研究部的Philip Wee指出,特朗普-习近平峰会在中国的第一天对美元多头有利,因为特朗普总统强调了经济合作和贸易回撤。Wee强调,政府似乎热衷于从地缘政治转向国内经济问题,他将当前美元的强势描述为一种修正性走势,而非新的持续上升趋势。

峰会基调支持美元修正

“特朗普-习近平峰会在中国的第一天属于美元多头。”

“美国财政部长Scott Bessent在第二天峰会前发表了一些有趣的评论。Bessent表示,石油供应冲击可能是短暂的,将当前的价格飙升视为一种异常现象,可能在几周或几个月内结束。”

“Bessent被称为特朗普政府的宏观稳定锚,可能在淡化美国国债10年期收益率的上升,自‘史诗狂怒行动’开始以来,该收益率已从3.94%升至4.48%。”

“尽管市场正在重新调整对美联储的预期,从今年晚些时候的降息转向加息,特朗普政府正在考虑如何在11月中期选举前保持美联储暂停并倾向于宽松。”

“如果是这样,我们不会急于称这为美元新一轮上升趋势的开始,而更像是对4月份因退出预期而引发的抛售的修正调整。”

(本文借助人工智能工具撰写,并由编辑审核。)

More than a million users rely on FXStreet for real-time market data, charting tools, expert insights, and forex news. Its comprehensive economic calendar and educational webinars help traders stay informed and make calculated decisions. FXStreet is supported by a team of about 60 professionals, split between the Barcelona headquarters and various global regions.
Read More

LIVE QUOTES

Name / Symbol
Chart
% Change / Price
NVDA/NAS
1 D change
+0%
0
ON/NAS
1 D change
+0%
0
MSFT/NAS
1 D change
+0%
0

ALL ABOUT TECHNICAL

Explore More Tools
Trading Academy
Browse a wide range of educational articles covering trading strategies, market insights, and financial fundamentals, all in one place.
Learn More
Courses
Explore structured trading courses designed to support your growth at every stage of your trading journey.
Learn More
Webinar
Join live and on-demand webinars to gain real-time market insights and trading strategies from industry experts.
Learn More