星展:美联储加息未必开启美元强势周期

格隆汇
Yesterday
星展银行外汇策略师Philip Wee指出,美联储加息的决定并不一定意味着美元将开启持续上行势头。他表示:“这并非2022年那种由美国主导的加息周期。”他指出,美联储此举是在追赶其他主要央行的步伐,以应对通胀风险,并防止能源价格冲击在整个经济中引发连锁反应(即二阶和三阶效应)。Wee补充道,美国国债市场依然是抑制市场信心的关键因素;10年期​​和30年期国债收益率保持坚挺,表明围绕长期借贷成本的博弈尚未解决。星展银行预计,美元指数DXY将继续维持在2025年年中以来形成的96至102区间内。

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