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创一个月最大周涨幅!美元的避险属性又回来了?
Hua Er Jie Jian Wen·2025-06-20 06:12

Group 1 - The core viewpoint of the articles highlights the rising demand for the US dollar as a safe-haven asset amid escalating geopolitical tensions in the Middle East and concerns over inflation due to soaring oil prices [1][4][5] - The US dollar index is expected to rise by 0.5%, marking the largest weekly increase in a month, driven by investor fears of potential US military intervention in the region [1][4] - Analysts suggest that the current rebound of the dollar reflects a desire for certainty during turbulent times rather than a reassessment of the US economic fundamentals [4][8] Group 2 - The sharp increase in oil prices has introduced new inflation uncertainties for central banks, complicating their policy decisions between supporting growth and controlling inflation [5] - The Bank of England has expressed vigilance regarding the potential impact of rising oil prices on the UK economy, following a spike of over 10% in oil prices due to recent conflicts [5] - The Swiss National Bank has lowered interest rates for the sixth consecutive time, contributing to expectations of further policy easing from other central banks, which indirectly supports the dollar's strength [5] Group 3 - The Federal Reserve's hawkish stance has further bolstered the dollar, with officials still anticipating two rate cuts this year, despite warnings from the Fed Chair not to overemphasize this outlook [6] - Concerns over tariffs and their impact on costs, corporate profit margins, and overall growth continue to weigh on the dollar, which has declined approximately 9% year-to-date [8] - The traditional safe-haven appeal of the dollar is being tested by various factors, including trade policies, rising fiscal deficits, and challenges to US global leadership [8]