特朗普关税引爆“多米诺骨牌”！美银预警：美元跌势远未结束

Group 1 - The core viewpoint of the articles indicates that the US dollar is facing downward pressure due to concerns over tariffs, recession risks, and unsustainable fiscal policies, despite its status as the world's reserve currency appearing secure for now [1][2] - Analysts from Bank of America suggest that the dollar may continue to weaken, as it is currently "overvalued" compared to other widely traded currencies, and the ongoing tariff situation is likely to lead to price increases and economic slowdown [1] - The ICE dollar index has declined nearly 4% since the announcement of tariffs on April 2, indicating a significant impact on the dollar's value [1] Group 2 - Dario Perkins from TS Lombard notes that the historical dominance of the dollar as a reserve currency began in 1944 with the Bretton Woods Agreement, which linked currencies to the dollar and the dollar to gold [2] - Perkins argues that despite the collapse of the Bretton Woods system, the dollar has maintained its position in the international monetary system, as global demand for dollar-denominated assets remains strong [2] - The current US administration appears to view the dollar's reserve status as a burden, which Perkins believes is a fundamental misunderstanding of how dollar hegemony operates [2][3] Group 3 - Perkins predicts that the current administration's actions may lead to a weaker dollar, which could inadvertently strengthen other economies [3] - He emphasizes that while the dollar's reserve currency status will not be lost immediately, the era of US exceptionalism is over, and the dollar's exchange rate is on a downward trend [3]