美元可能在短期内走强,受益于积极的市场情绪和相对于其他发达市场货币的更高利率。报告称,随着美国经济增长预期改善,且美联储的终端利率仍高于其他主要央行,欧元兑美元应呈走低趋势。新兴市场货币将更加脆弱,尤其是那些在美国出口中占很大份额的国家,因为地缘政治风险和贸易紧张局势带来了额外的波动。
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