2018-03-03 Politics in Focus for Global Markets , 關稅引發全球貿易戰擔憂 美元連二天下跌

The US Dollar wiped-out early week gains after talk of tariffs on Chinese steel and aluminum gripped markets’ attention. This obscured the earlier testimony from new Fed Chair Jerome Powell, when he talked down the ‘Fed Put’ while hinting towards the possibility of four hikes out of the US this year.

川普總統說，美國將於下週對鋼與鋁進口課徵關稅。貿易戰擔憂促使投資人賣出美元，美元週五連續第二天下跌。


日元上漲，亦對美元構成壓力。日本央行總裁黑田東彥說，央行將開始考慮於 2019 年縮減量化寬鬆計畫。


其他國家可能課徵報復性關稅，影響美國出口，減緩經濟成長，對美元屬利空。