凯投宏观的经济学家Thomas Mathews表示，尽管美国的外国资产状况和庞大的经常账户赤字表明美元已经“某种程度”高估，但美元很可能在未来6-12个月内进一步上涨 。
Mathews在周五的一份研究报告中写道，美元上涨得益于美国收益率比其他发达经济体更快上升，预计这种状况将会延续，进而推动美元进一步上涨。
周四美元指数触及年内高点，反映出在德尔塔变异毒株蔓延造成经济不确定性的情况下，美元受到避险需求的提振。
Mathews写道，将美元今天的实际有效汇率与其长期平均水平进行比较，表明美元有点被高估了。
“例如，非石油贸易逆差现在已经达到了2000年代中期的水平。当时，这导致美元大幅下跌，” Mathews写道。
“虽然得益于利差状况的有利转变，我们对美元未来6-12个月将继续升值的观点感到安心，但从更长远来看，我们猜测美元将回落”。
Risk disclosure: The above content only represents the opinion of the authors or guests, and does not represent any positions of Futu or constitute any investment advice on the part of Futu. Before making any investment decision, investors should consider the risk factors related to investment products based on their own circumstances and consult professional investment advisers where necessary. Futu makes every effort to verify the authenticity, accuracy, and originality of the above content, but does not make any guarantees or promises.
