“贝森特交易”下强美元回调,亚洲金融市场风险几何?

第一财经
26 Nov 2024

强美元是“特朗普交易”的核心,这来源于对内减税、对外加关税的政策组合,美元指数在上周五触及108关口,但本周走势惨淡,周一隔夜收盘跌破107一线,市场似乎在逐渐切入“贝森特交易”。当地时间11月22日,对冲基金投资人贝森特(Scott Bessent)被美国当选总统特朗普提名为美下一届政府的财政部长,他被华尔街认为是亲市场人士(支持减税和放松监管),对关税政策有更务实的主张,并且是财政预算方面的...

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