【国泰海通：下修美元的战术性配置观点至低配】金十数据4月15日讯，国泰海通发布研报称，下修美元的战术性配置观点至低配。市场对美国经济增长以及通胀的预期在特朗普政策反复多变的背景下大幅恶化，美国国家信用与美元信用受到挑战与质疑使得资金更倾向于流出美国，短期美元指数已经跌破震荡区间，我们预期这样的交易仍有延续性与动量，当前配置美元的短风险回报比相对偏低。
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