机构：美元走软≠抛售美国资产 但弱势进入第二年恐引质疑

Core Viewpoint - Federated Hermes indicates that despite stability in the U.S. equity and bond markets, the U.S. dollar has significantly depreciated this month, suggesting that global investors are increasing hedging operations in response to dollar weakness rather than directly selling U.S. assets [1] Group 1 - The fixed income senior portfolio manager, John Sidavi, expects this trend to continue and exert pressure on the dollar until 2026, ultimately leading to deeper questions regarding the long-term value of the world's primary reserve currency [1] - Sidavi notes that if the dollar's weakness trend extends into a second year, it may signal a gradual erosion of the dollar's long-standing dominance [1]