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随着特朗普在美国大选中获胜的可能性上升,美元表现强劲,隐含概率已提升至60%以上,英镑兑美元跌破1.30。 市场关注即将到来的大选,特朗普获胜预期持续升高。尽管民意调查竞争激烈,过去35年市场预测准确率达77%。 近期美元对欧元和英镑的上涨,至少有2%是因市场为大选投票做准备。若哈里斯获胜,英镑和欧元可能大幅反弹。 共和党“红色扫荡”结果的可能性上升,若发生,美元或将表现最佳;反之,“蓝色扫荡”则可能施压美元。 若特朗普获胜,英镑兑美元可能跌至1.23,欧元兑美元目标为1.03;若哈里斯获胜,欧元兑美元可能回升至1.11,英镑兑美元则反弹至1.33。

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