Ebury表示，如果特朗普赢得美国总统大选，美元可能会上涨；如果哈里斯获胜，美元可能会下跌。Ebury策略师Matthew Ryan在报告中说，特朗普获胜将提振美元，特别是如果共和党也控制了参议院和众议院，因为投资者会将美国减税、美联储利率提高、贸易保护主义抬头和地缘政治风险上升等因素考虑在内。在哈里斯获胜的情况下，货币的波动将受到更多控制。不过，美元仍可能出现“相当剧烈的抛售”。

<p>Ebury表示，如果特朗普赢得美国总统大选，美元可能会上涨；如果哈里斯获胜，美元可能会下跌。Ebury策略师Matthew Ryan在报告中说，特朗普获胜将提振美元，特别是如果共和党也控制了参议院和众议院，因为投资者会将美国减税、美联储利率提高、贸易保护主义抬头和地缘政治风险上升等因素考虑在内。在哈里斯获胜的情况下，货币的波动将受到更多控制。不过，美元仍可能出现“相当剧烈的抛售”。</p>

策略师：特朗普获胜美元将上涨 哈里斯获胜美元将下跌

Ebury stated that if Trump wins the US presidential election, the US dollar may rise; if Harris wins, the US dollar may fall. Ebury strategist Matthew Ryan said in the report that a Trump victory would boost the US dollar, especially if the Republican Party also controls the Senate and the House of Representatives, as investors will take into account factors such as US tax cuts, the Federal Reserve raising interest rates, the rise of trade protectionism and the increase in geopolitical risks. In the event of a Harris victory, the volatility of the currency will be more controlled. However, the US dollar may still experience a "quite violent sell-off".

<p>Ebury stated that if Trump wins the US presidential election, the US dollar may rise; if Harris wins, the US dollar may fall. Ebury strategist Matthew Ryan said in the report that a Trump victory would boost the US dollar, especially if the Republican Party also controls the Senate and the House of Representatives, as investors will take into account factors such as US tax cuts, the Federal Reserve raising interest rates, the rise of trade protectionism and the increase in geopolitical risks. In the case of a Harris victory, the volatility of the currency will be more controlled. However, the US dollar may still experience a "quite violent sell-off".</p>

Strategist: Dollar will rise if Trump wins, fall if Harris wins

Odaily Planet Daily reported that JPMorgan Chase stated that a Harris victory would indicate policy continuity and trend growth, while a Trump victory could lead to major policy changes. JPMorgan Chase analysts said in the report that gold is the preferred commodity to hedge the upcoming US election, and if the Republicans sweep the election under Trump's leadership, gold and silver may rise further under the influence of market uncertainty. (Gold Ten)

JPMorgan Chase: Harris' victory will indicate policy continuity and trend growth, while Trump's victory may lead to major policy changes

Odaily Planet Daily Report: Pepperstone analyst Michael Brown said that a Trump victory could lead the market to focus on reflation, expected tax cuts, and potential tariff issues. The initial market reaction may include a rise in the US dollar and a decline in government bonds. Expectations of reduced regulatory burden may boost the stock market, especially energy and defense stocks. He said a Harris victory could lead to a weakening of the US dollar, as hedging operations related to Trump are unwound, and the foreign exchange market sensitive to trade will "breathe a sigh of relief". Expectations of more expansionary fiscal policy may put pressure on government bonds, while concerns about stricter regulation may put pressure on the stock market. However, the decline may be quickly bought on dips, and clean energy and technology stocks may perform better. This largely depends on the composition of Congress. For those who want to know if this election will change the long-term macroeconomic or market outlook, Brown's answer is "absolutely not". (Jinshi)

Analyst: This US election will not change the long-term macro market outlook

According to the <Odaily> report, Kai Investment Macro believes that if Harris is elected as the US president, her policies are expected to largely follow in Biden's footsteps. Economist Julia Belyaeva said that in this case, the US 10-year Treasury yield is expected to decline slightly to 4%, the US dollar will weaken, and global stock markets will continue to benefit from the AI-driven bubble. She said: "This in turn will help maintain a strong risk appetite globally, supporting emerging market assets." Belyaeva added that a Harris presidency may be particularly favorable for emerging markets that are poised to benefit from "friendly offshoring".