施罗德投资亚洲区多元资产投资主管Keiko Kondo表示，美国通胀逐步回落，令人关注关税对长远通胀的潜在影响。虽然就业市场仍具韧性，招聘活动持续活跃，但市场或过度预期美联储的鸽派立场。认为“大而美”法案将大大增加美国政府财赤，即使当地通胀逐步回落、就业市场见韧性，经济无衰退迹象，美联储无短期内降息的理由，更倾向相信年内不降息。
美元方面，她预期美元会继续走弱，在“去美元化”下，投资者已改配置其他资产。虽然黄金已累积一定升幅，但在对抗通胀仍具吸引力，加上各国央行持续增持，黄金需求维持强劲。
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