宝盛集团:政策不稳与财政压力或致美元继续走低

格隆汇
Jul 18, 2025

格隆汇7月18日|宝盛集团经济学家David A. Meier表示,受政策制定不稳和财政压力加大的影响,美元可能将延续下行趋势。他指出,自2022年9月触及峰值以来,美元已累计贬值约15%,而美国近期的政策制定进一步冲击币值,并延长了熊市行情。美元的避险特性是否受到挑战尚无定论,因为当美国成为风险规避的源头时,美元往往会走弱。他补充道,尽管引发波动的坏消息出现的可能性依然很高,但如果不稳定的政策...

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