投行:澳元的涨幅可能会被贸易冲击迅速侵蚀
news flash·2025-07-10 06:21
Core Viewpoint - The recent appreciation of the Australian dollar (AUD) against the US dollar (USD) may be quickly undermined by trade-related shocks, as indicated by the Australian Federal Bank's foreign exchange strategy head, Samara Hammoud [1] Exchange Rate Movement - The AUD/USD exchange rate has risen to 0.6540, compared to a level below 0.6000 a few months ago [1] - The implied volatility of this currency pair remains below its long-term average, suggesting that the financial market is underestimating the potential impact of significant tariff increases [1] Trade War Implications - Should trade war-related news directly affect Australia, the AUD/USD could potentially decline by two to four cents in the coming weeks [1]