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桥水联席首席投资官预计美元有进一步上涨空间,其次看好日元

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桥水联席首席投资官Karen Karniol-Tambour表示,美元“有进一步上涨空间”。自11月美国总统大选以来,美元兑所有主要货币均走高。她在达沃斯世界经济论坛期间说:“美国经济从结构上走强,特朗普的政策很可能会利好美元”。会有更多外国人考虑购买美国金融资产。她表示,日元是她第二看好的货币。桥水的旗舰宏观基金去年上涨约11%,创2018年以来最佳表现。这一回报仍然落后于许多其他宏观竞争对手。(彭博电视)

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