Group 1 - The US dollar is facing its largest annual decline in eight years, with a year-to-date drop of approximately 8% in the spot dollar index, primarily due to expectations of significant interest rate cuts by the next Federal Reserve chairman [1][3] - Market expectations indicate that the Federal Reserve will likely implement at least two rate cuts next year, contrasting with the policy paths of other developed economies, which diminishes the dollar's attractiveness [3] - The upcoming appointment of the new Federal Reserve chairman, following Powell's term ending in May, is a focal point for market sentiment, with potential candidates including Kevin Hassett and Kevin Walsh, among others [6] Group 2 - The recent announcement of tariff policies by Trump has contributed to a bearish sentiment towards the US economy, which has dominated market views since April [3] - The potential appointment of Hassett is already reflected in stock prices, while Walsh or Waller may not support rapid rate cuts, which could be beneficial for the dollar [6]
美元势将创八年来最大年度跌幅 2026年下行风险犹存
智通财经网·2025-12-31 12:45