本文作者是布鲁金斯学会(Brookings Institution)高级研究员,曾任国际金融协会(IIF)首席经济学家
美国大选可能是美元大幅上涨的开端,但市场尚未意识到这一点。事实上,在不太清楚未来会发生什么的情况下,市场目前正在对唐纳德•特朗普(Donald Trump) 2016年胜选后的价格走势进行重新审视。对放松财政政策的预期提升了经济增长预期,提振了股市,而美国相对于全球其他地区的利率上升,提振了美元。
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