Odaily星球日报讯 三菱日联分析师 Derek Halpenny 表示，如果共和党候选人特朗普在 11 月 5 日的美国总统大选中获胜，美元和美国股市可能会上涨，至少在一开始是这样。特朗普上周接受媒体采访时表示，他提高关税的速度比他第一个总统任期内更快的风险更高。不过，美元 10 月份近 4%的涨幅表明，这已经被消化了，可能会限制美元的涨幅。如果特朗普获胜，欧元兑美元可能会跌破 1.0500，但仍将高于平价。（金十）

三菱日联：如果特朗普当选美元可能会升值

Odaily Odaily News: Mitsubishi UFJ analyst Derek Halpenny said that if Republican candidate Trump wins the US presidential election on November 5, the US dollar and US stocks may rise, at least at first. In an interview with the media last week, Trump said that he was at a higher risk of raising tariffs faster than during his first presidency. However, the dollar&#39;s nearly 4% gain in October suggests that this has been digested and may limit the dollar&#39;s gains. If Trump wins, the euro may fall below 1.0500 against the dollar, but it will still be above parity. (Jinshi)

MUFG: Dollar could appreciate if Trump wins

Odaily Planet Daily Report: Nomura Managing Director and Americas Cross-Asset Macro Strategist Charlie McElligott warned in his latest report that in recent weeks, the market has over-hedged the assumption that Trump and the Republican Party will win control of both houses of Congress in the election, and there may be a result where Harris' support rate is higher than expected and the election is deadlocked, which will pose a risk of reversal for various assets. This is because in the next few days and the next two weeks, the U.S. Treasury Department will experience a massive issuance of federal government debt for fiscal year 2025, including the issuance of $70 billion in 5-year U.S. Treasuries, $69 billion in 2-year Treasuries, and $44 billion in 7-year Treasuries, the release of the JOLTS report on job openings, the Treasury Department's latest refinancing announcement, personal consumption expenditures (PCE), non-farm payrolls (NFP), the U.S. presidential election day, and the November FOMC meeting. (zerohedge)

Nomura warns: Markets are over-hedged on Trump trades, a 'Harris surprise' could happen

Odaily Planet Daily reported that "Fed mouthpiece" Nick Timiraos wrote that the Fed's two-and-a-half-year battle to curb inflation appears to have been successful, but the US election could change this situation. Both candidates support policies that promote economic growth, which could prevent further declines in inflation. However, economists and even conservative advisers are concerned that Trump's views in particular are likely to stoke the flames of inflation. This includes his proposal to impose across-the-board tariffs on imported goods, expel workers, and rely on the Fed to lower interest rates. Overall, these policies are moving in the direction of inflation. Trump's proposals could put him in a new conflict with the Fed, whose task is to maintain low inflation. Any factors that could reignite inflation could lead officials to slow or even halt their rate cut plans.

"Federal Reserve mouthpiece": The US may face new inflation risks after the election

As the November 5th US election approaches, Bitcoin is expected to see a potential price increase; however, analysts warn that a sell-off may occur.

Currently, the largest digital asset by market capitalization is trading just below $69,000, with the US presidential election just over a week away.

Bitcoin's price may rise before the US election on November 5th, but analysts warn that a sell-off may occur in the days following the election, regardless of the outcome.

"Edouard Hindi, Chief Investment Officer of Tyr Capital, told <The Block>..."