Commerzbank: Dollar outlook depends on drivers behind rate cut bets
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最新报道：On June 30 (UTC+8), Thu Lan Nguyen, an analyst at Commerzbank, believes that the outlook for the dollar depends on the reasons behind the Fed's expectations of rate hikes. She said that if bets on rate cuts are driven by the inflationary impact of US tariffs being more limited than previously expected, then the dollar is likely to rebound in the short term. However, if these expectations are driven by the assumption that the Fed will succumb to political pressure and cut interest rates, the dollar will face further declines. The market generally expects the Fed to keep interest rates unchanged in July. She said that if any policymaker votes against the proposal and supports rate cuts, it may exacerbate concerns that the Fed has become more politicized.
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