Group 1 - The US dollar has experienced its worst year-to-date performance on record, with an 8.4% decline in the first five months of the year, marking the worst start against a basket of global currencies [1][2] - The dollar index is currently trading near its lowest level since spring 2022, indicating a significant depreciation [1][2] Group 2 - A controversial provision in the recently passed federal tax and spending bill, known as the "retribution tax," could escalate trade tensions into a capital war by imposing new taxes on foreign investments from countries with perceived unfair tax systems [3] - This provision poses a direct threat to foreign investors holding trillions of dollars in US assets, potentially leading to a mass withdrawal of foreign investments [3] Group 3 - The proposed "asset tax" could impose additional costs on investors from Europe and other regions when repatriating capital gains, dividends, or interest payments from US Treasury securities [4] - Major market participants are already reacting, with the euro appreciating by 11% this year despite a weak eurozone economy, while the Japanese yen and British pound have also seen increases of 9% and 8%, respectively [4]
历史最差!美元刚刚跌出“新纪录”,“资产税”引发新忧虑
Hua Er Jie Jian Wen·2025-06-03 01:51