金吾财讯 | 美元指数短线拉升，暂报104.326，日内涨0.13%。富国银行外汇策略师表示，美元将成为美国总统唐纳德·特朗普贸易战中的市场赢家之一。Aroop Chatterjee等富国银行策略师称，美元下跌可能是暂时的。他们在周一给客户的报告中表示，美元涨幅在1.5%至11%都有可能，这取决于美国将关税提高到什么程度以及其他国家如何反应的各种模型。主要原因是，美国关税将削弱对海外商品的需求，从而拖累外汇。最重要的是，通胀的影响可能会推动美联储将利率维持高位。富国银行认为，如果其他国家的政府不采取报复行动，那么美元将出现最大的涨幅，而较小的涨幅则取决于报复的程度。
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