德银警告“美元蹙眉”时代来临!华尔街:反弹就是卖出机会

金十数据
May 20, 2025

德意志银行外汇策略全球主管乔治·萨拉维诺斯(George Saravelos)警告,无论美国政府陷入财政危机还是经济衰退,美元都面临贬值风险。萨拉维诺斯在周一的报告中提出“美元蹙眉”(fiscal frown)理论(反映财政政策两个极端都会导致美元下跌的倒U型曲线),对二十多年前斯蒂芬·詹(Stephen Jen)提出的“美元微笑”(dollar smile) 理论作出修正。他表示,即将到来的预算...

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