策略师:欧美货币政策分化 利差优势或助欧/美看涨至2026年
Sou Hu Cai Jing·2025-12-18 14:40

Group 1 - The core viewpoint is that the U.S. inflation data for November has led to a decline in the dollar, with discussions about potential interest rate cuts by the Federal Reserve expected to continue into January [1] - This situation contrasts with the European Central Bank, which is perceived to be on hold and possibly done with easing measures [1] - The analysis suggests that the relative yield differential between the U.S. and Europe will support a bullish outlook for the euro against the dollar, projecting an increase until 2026 [1]