特朗普关税威胁重创美元 避险需求推升金属与瑞郎 伦铜直逼1.3万美元

Group 1 - The potential imposition of a 10% tariff by the U.S. on European countries related to the Greenland acquisition plan increases uncertainty in U.S. policy, leading to a 0.1% decline in the Bloomberg Dollar Spot Index and a rebound in copper prices [1] - The Swiss Franc outperformed other G10 currencies due to rising demand for safe-haven assets, while the Euro rebounded from a two-month low [1] - Analysts suggest that Trump's tariff threats could trigger a "dollar sell-off" and may be used as a negotiation tactic, providing some support for the dollar [1] Group 2 - The political risk premium associated with U.S. assets, including the dollar, has significantly increased, prompting foreign investors to reduce their holdings [2] - Discussions around de-dollarization have resurfaced due to geopolitical risks related to Greenland, highlighting the vulnerability of the U.S.'s substantial net international liabilities [2] - Conditions for purchasing European bonds are becoming more favorable amid worsening European inflation indicators and escalating tensions between the U.S. and Europe [2] Group 3 - Precious metal prices have surged as investors flock to safe-haven assets, despite potential negative impacts on industrial demand from the U.S.-Europe trade conflict [3] - Copper prices rose by 1.3% to $12,965 per ton, supported by supply shortages and demand driven by the AI boom [3] - Optimism in the metal market is increasing, with copper prices following the trends of silver and gold [3]