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分析师:美元从避险资金流动中获益的能力可能有限
news flash·2025-06-13 12:23

Core Viewpoint - The ability of the US dollar to benefit from safe-haven capital flows may be limited due to ongoing trade policy uncertainties and asset shifts away from US assets [1] Group 1: Impact of Geopolitical Events - Following the attack on Iranian nuclear facilities, the dollar's potential to gain from risk aversion is questioned [1] - The geopolitical tensions may not significantly enhance the dollar's status as a safe-haven currency [1] Group 2: Trade Policy Concerns - The US dollar is seen as a primary victim of destructive trade policies implemented during the Trump administration, leading to broader asset transfers away from the US [1] - Ongoing tariff uncertainties are likely to hinder the dollar's ability to capitalize on risk-averse sentiment [1] Group 3: Alternative Safe-Haven Assets - In the current environment, assets like gold appear to be more attractive compared to the dollar for investors seeking safety [1]