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周一,美元从两年高点回落,结束了连续三天的涨势。在唐纳德·特朗普宣布提名对冲基金经理斯科特·贝森特为下一任美国财政部长后,美国国债收益率上涨,市场预计这位候选人将采取比预期更严格的财政纪律。美元指数下跌0.61%,收于106.83。

(美元指数每日价格图表,来源:Trading View)
交易员认为贝森特是一位经验丰富的华尔街人物和财政保守派。然而,他支持强势美元和关税的立场表明,任何货币贬值可能都是短暂的。这或许是市场的夸大反应,但最终白宫和内阁成员之间权力分配的不确定性仍然存在。
另一方面,债务市场对贝森特曾长期担任华尔街交易员感到一定的安慰,因为这可能会在市场动荡时让政策的实施更加温和。值得注意的是,贝森特最近曾提议通过提前任命继任者来削弱美联储主席杰罗姆·鲍威尔的权威,尽管他后来已放弃了这一提议,但实际上创造了一个影子般的美联储领导人,。
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