美国当选总统唐纳德·特朗普(Donald Trump)提名斯科特·贝森特担任美国财政部长,使得美元近期的涨势有所降温。
美元兑十国集团货币均呈走软趋势,欧元、英镑和澳元兑美元涨幅尤为显著。在新兴市场货币中,墨西哥比索、泰铢和人民币的表现也较为突出。
上周五,美元创下了一年多来最长周连涨纪录,原因是交易员继续对特朗普的财政政策进行定价,包括全面的贸易关税和持续的经济增长。这推动欧元兑美元汇率跌至两年低点,而瑞士法郎则跌至7月以来最低水平。
在贝森特被提名为美国财政部长之后,彭博社调查的市场参与者普遍认为,这位对冲基金经理在关税问题上采取了分阶段推进的做法,并致力于控制预算赤字。这些政策立场被视为美国经济和市场的积极信号。
德国联合信贷银行(UniCredit Bank GmbH)首席经济顾问埃里克·尼尔森(Erik Nielsen)在给客户的一份说明中写道:“在特朗普宣布其他提名以及财政部职位竞争者之间的拉锯战之后,当贝森特被宣布为提名人选时,你无疑能听到美国金融市场参与者松了一口气。”
新西兰银行(Bank of New Zealand)驻惠灵顿的货币策略师杰森·黄(Jason Wong)说:“由于特朗普贸易和更为强劲的经济数据流,美元在经历了‘谷仓风暴’之后将迎来盘整期。即使未来数月美元能够进一步上涨,它也需要稍作喘息。”(财富中文网)
译者:中慧言-王芳
美国当选总统唐纳德·特朗普(Donald Trump)提名斯科特·贝森特担任美国财政部长,使得美元近期的涨势有所降温。
美元兑十国集团货币均呈走软趋势,欧元、英镑和澳元兑美元涨幅尤为显著。在新兴市场货币中,墨西哥比索、泰铢和人民币的表现也较为突出。
上周五,美元创下了一年多来最长周连涨纪录,原因是交易员继续对特朗普的财政政策进行定价,包括全面的贸易关税和持续的经济增长。这推动欧元兑美元汇率跌至两年低点,而瑞士法郎则跌至7月以来最低水平。
在贝森特被提名为美国财政部长之后,彭博社调查的市场参与者普遍认为,这位对冲基金经理在关税问题上采取了分阶段推进的做法,并致力于控制预算赤字。这些政策立场被视为美国经济和市场的积极信号。
德国联合信贷银行(UniCredit Bank GmbH)首席经济顾问埃里克·尼尔森(Erik Nielsen)在给客户的一份说明中写道:“在特朗普宣布其他提名以及财政部职位竞争者之间的拉锯战之后,当贝森特被宣布为提名人选时,你无疑能听到美国金融市场参与者松了一口气。”
新西兰银行(Bank of New Zealand)驻惠灵顿的货币策略师杰森·黄(Jason Wong)说:“由于特朗普贸易和更为强劲的经济数据流,美元在经历了‘谷仓风暴’之后将迎来盘整期。即使未来数月美元能够进一步上涨,它也需要稍作喘息。”(财富中文网)
译者:中慧言-王芳
President-elect Donald Trump’s nomination of Scott Bessent to oversee the US Treasury is taking some heat out of the dollar’s recent rally.
The US currency weakened against all Group-of-10 peers with the euro, pound and Aussie leading the gains against the greenback. The Mexican peso, Thai baht and Chinese yuan outperformed among emerging market currencies.
The dollar notched its longest stretch of weekly advances in more than a year on Friday as traders continued to price in Trump’s fiscal policies including sweeping trade tariffs and persistent economic growth. This pushed the euro to a two-year low against the dollar while the Swiss franc slid to its weakest since July.
Market participants surveyed by Bloomberg following Bessent’s appointment see the hedge fund manager taking a more phased approach on tariffs and attempting to rein in the budget deficit, regarded as positive signs for the US economy and markets.
“Following his other nominations, and the drawn-out battle among the contenders for the Treasury job, you could literally hear the sigh of relief from financial markets participants in the US when Bessent was announced,” Erik Nielsen, chief economics advisor at UniCredit Bank GmbH wrote in a note to clients.
The greenback is due for some consolidation after its “barn-storming run of late due to the Trump trade and stronger economic data flow,” said Jason Wong, a Wellington-based currency strategist at the Bank of New Zealand. “Even if it can make further gains in the months ahead, it is due for a breather.”