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高盛:尽管达成了贸易协议,美元仍将承压

Core Viewpoint - Despite the recent trade agreement, the US dollar is expected to remain under pressure due to ongoing uncertainties and tariff impacts [1] Summary by Relevant Sections - Trade Agreement Impact The recent trade agreement has reduced uncertainties that have been weighing on the dollar, yet there is little room for a rebound in the currency [1] - Tariff Effects The imposition of broad tariffs is projected to exert pressure on the relative economic outlook of the US, which will continue to weaken the strength of the dollar [1] - Investment Commitments While the agreement with Japan has improved sentiment on Wall Street, the actual realization of Japan's commitment to invest $550 billion in the US remains uncertain [1] - Cost Distribution Concerns There are questions regarding how the costs of tariffs will be distributed among exporters, importers, and consumers [1]