金吾财讯 | 美银策略师Alex Cohen指出,美联储领导层更迭的不确定性已成为美元疲软的关键推手,这种疑虑对美元的冲击明显快于其他资产,并构成其反弹乏力的核心阻力。他分析称:"即便未来权力交接平稳进行,市场也已开始押注美联储将转向宽松。"此番论述的背景是,特朗普持续公开施压美联储主席鲍威尔降息,最新动态显示其计划到访美联储总部,政治干预风险进一步凸显。
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