市场分析：市场已经将美元的政治风险溢价计价

Core Viewpoint - The article discusses the unexpected reaction of the foreign exchange market to tariff threats, highlighting that increased political uncertainty in the U.S. tends to weaken the dollar rather than the euro as commonly assumed [1] Group 1 - Khoon Goh, the head of Asian research at ANZ, notes that the market has priced in the political risk premium associated with the dollar [1] - The current major concern is the extent and strength of Europe's response to President Trump's policies [1] - It appears that a trade agreement between the U.S. and Europe is unlikely to be reached, and the U.S.-UK trade agreement is also in limbo [1]