欧洲央行高官：美元资产配置从超配转向更自然的配置比例

Core Viewpoint - The recent shift in asset allocation indicates a transition from an "overweight" position in dollar assets to a more balanced configuration between dollar assets and other currencies, including the euro [1] Group 1: Asset Allocation Changes - The chief economist of the European Central Bank, Lane, noted a reduction in dollar asset allocation in recent portfolio configurations [1] - This change may reflect a move towards a more natural allocation ratio, achieving a balance between dollar and euro assets [1] Group 2: Market Reactions - Lane mentioned that since the election of President Trump, the pricing of U.S. assets has already incorporated "perfect expectations" [1] - Recent outflows from U.S. Treasury bonds could be interpreted as a form of reallocation, which may either stabilize or provoke deeper reflections in the market [1] Group 3: Future Outlook - Despite the changes, the weight of dollar assets in most portfolios is expected to remain significantly higher than that of euro assets [1]