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周一,美元從兩年高點回落,結束了連續三天的漲勢。在唐納德·特朗普宣布提名對沖基金經理斯科特·貝森特為下一任美國財政部長後,美國國債收益率上漲,市場預計這位候選人將采取比預期更嚴格的財政紀律。美元指數下跌0.61%,收于106.83。

(美元指數每日價格圖表,來源:Trading View)
交易員認為貝森特是一位經驗豐富的華爾街人物和財政保守派。然而,他支持強勢美元和關稅的立場表明,任何貨幣貶值可能都是短暫的。這或許是市場的誇大反應,但最終白宮和內閣成員之間權力分配的不確定性仍然存在。
另一方面,債務市場對貝森特曾長期擔任華爾街交易員感到一定的安慰,因為這可能會在市場動蕩時讓政策的實施更加溫和。值得注意的是,貝森特最近曾提議通過提前任命繼任者來削弱美聯儲主席傑羅姆·鮑威爾的權威,盡管他後來已放棄了這一提議,但實際上創造了一個影子般的美聯儲領導人,。
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