【机构：特朗普再拾关税大棒，外汇市场波动重燃】金十数据11月26日讯，特朗普在社交媒体上表示，他将对墨西哥和加拿大征收关税，这再次引发了外汇市场的波动，令墨西哥比索、加元等外汇交易员感到不安。星展银行策略师Chang Wei Liang表示，尽管墨西哥和加拿大是美墨加贸易协定（USMCA）的签署国，而且相关风险已经被部分预期和消化，但市场还是受到了惊吓。特朗普选择斯科特·贝森特担任美国财政部长缓解了人们的担忧，因为这位前对冲基金经理曾公开表示，关税威胁是一种谈判工具。贝森特的立场还包括，关税不应针对美国不生产的商品，并应分层征收，以缓和通胀影响。但Chang认为，特朗普的保护主义倾向和不可预测性意味着，“无论谁出任美国财长”，市场的不确定性都将持续存在。
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