【摩根士丹利：关税政策的不确定性，叠加美联储独立性受到质疑，或导致外资削减对美投资】金十数据4月29日讯，摩根士丹利报告指出，美国政府关税政策的不确定性，尤其是多次政策反复，叠加美联储独立性受到质疑，使得重仓美国资产的外国投资者产生顾虑。这样的顾虑一旦形成便很难消除，这可能导致外资削减对美投资，并转向非美资产——尤其是在配置新资金时。同时其对美国资产敞口的货币对冲比率可能上升，这两者都可能会继续拖累美元。
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