机构:美联储下半年仍有降息空间,美元近期的反弹或是昙花一现

Odaily星球日报讯 三菱日联银行的 Lee Hardman 在报告中指出,美元近期的反弹可能只是昙花一现,因为美伊冲突预计只会持续数周而非数月。他表示:“如果这一预测正确,美元走势很可能在短期内触顶,并从第二季度开始反转。”Hardman 认为,由于美国的能源独立性以及美联储进一步降息预期的下降,冲突推高了油价并提振了美元。但他指出,只要能源价格回落,美联储在 2026 年下半年仍有降息空间。此外,美国的政策不确定性可能会持续处于高位。(金十)

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