Analyst: Die Zinssenkung der Federal Reserve wird die Absicherungskosten senken, der Dollar könnte im nächsten Jahr fallen

GateNews

Odaily星球日报讯 荷兰国际集团的分析师 Chris Turner 在一次网络研讨会上表示,由于美联储进一步降息的前景应该会降低对冲成本,美元明年可能会下跌。他表示,利率走低将使欧洲投资者对冲美国资产变得更便宜。他说,这可能会增加美元资产的对冲比率,并拖累美元汇率。荷兰国际预计美联储将进一步降息 75 个基点。该行预计到 2026 年第四季度,欧元将升至 1.22,这也是受到德国财政刺激有望加速欧元区经济增长的预期所驱动。(金十)

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