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BCA:特朗普2.0战略或导致美元短期走强
根据BCA的分析,美国关税威胁的前景预计将导致美元在短期内再次升值。分析显示,这类关税对美国贸易伙伴的货币的负面影响将大于对美元本身的影响。 该研究还提到,最近全球贸易和制造业活动的趋势可能受到了为应对潜在关税而采取的预期性行动的推动。然而,BCA预测这种活动在今年下半年将面临挑战。
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