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高盛:特朗普在2024年大選中獲勝可能會提振債券收益率和美元
格隆匯 01-24 14:03
格隆匯1月24日|高盛關注了上週愛荷華州初選結果後的市場反應。他們將結果出爐後的13小時鎖定爲窗口期。高盛指出,美元兌主要貨幣的升值幅度相對於正常的波動水平來說顯得不尋常。美元在該窗口期間的明顯走勢表明,特朗普若勝選,其關於貿易和國際的政策可能會進一步提振美元。與此同時美債收益率也走高,也支持了他們的觀點,即特朗普在2024年大選中獲勝可能會提振債券收益率。
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