市场对美国资产情绪转弱 美元料创2025年6月以来最大单周跌幅

Group 1 - The core viewpoint of the articles indicates that the US dollar index is expected to experience its largest weekly decline since June 2025, primarily due to geopolitical tensions and fluctuating policies from the Trump administration [1] - The dollar index is currently trading around the 98 mark, at a two-week low, with a potential weekly decline of 1%, while the euro and pound are stabilizing near recent highs, indicating a phase of capital outflow from US assets [1] - Nordic investors are increasingly cautious about holding US assets amid geopolitical tensions, with pension fund leaders expressing concerns over the risks associated with US assets, driven by worries about the US fiscal situation and high debt levels [1] Group 2 - HSBC notes that while there are scenarios that could lead to a rebound of the dollar in the future, such a rebound is not currently anticipated [2] - The short-term volatility of the dollar may be influenced by risk sentiment and capital flows, while the long-term trend will depend on the policy paths of the Federal Reserve and other central banks [2] - The market is generally expecting the dollar to remain weak through 2026, based on the tightening or stable monetary policies of other major central banks and a potential dovish shift in the Federal Reserve's stance under its new chair [2]