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道富:拜登弃选会令美元面临风险

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2024-07-19 17:56:57
道富认为,若拜登退出美国总统大选,交易员因此削减与唐纳德·特朗普胜选相关的交易,美元就可能会出现“短期负面反应”。道富宏观策略师Noel Dixon认为,拜登的退出会让竞争更加激烈并引发市场波动,“现在消化的基本都是特朗普获胜”。“特朗普交易”令投资者押注他的经济政策只会重燃通胀,从而对长期国债收益率构成压力并推高美元。“两党都会有财政刺激冲动但拜登政府的较小,” Dixon说,“在其他条件都相同的情况下,美国国债收益率曲线长端承受的压力会更小”。交易员将不得不调整他们的头寸来适应这种变化。
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