德银和高盛认为:美联储降息将再次引发美元下跌
Sou Hu Cai Jing·2025-12-12 15:45

Core Viewpoint - Wall Street banks, including Deutsche Bank and Goldman Sachs, predict that the US dollar will continue to weaken as the Federal Reserve lowers interest rates next year, with further depreciation expected by 2026 due to policy easing in the US compared to stable or tightening policies in other countries [1] Group 1 - Strategists anticipate that the interest rate differential will encourage investors to shift funds to higher-yielding non-US markets [1] - Bloomberg consensus estimates indicate that the index measuring the value of the dollar is expected to decline by approximately 3% by the end of 2026 [1] - Institutions like Morgan Stanley believe there is still room for the market to price in larger rate cuts, which could lead to further dollar weakness [1]