Odaily星球日报讯 荷兰合作银行外汇策略师 Jane Foley 在报告中说，由于特朗普在美国总统大选中获胜后提出的政策存在不确定性，美元难以延续涨势。特朗普政策的规模和程度仍存在“大量”不确定性，其国际影响以及其他国家可能采取的政策应对措施甚至存在更大的不确定性。“总体而言，现在就对特朗普政策的影响下结论还为时过早，这导致投资者暂时不愿延长美元的涨势。”（金十）

策略师：特朗普胜选后仍存不确定性，美元涨势受阻

Odaily Odaily News: Jane Foley, foreign exchange strategist at Rabobank, said in a report that the dollar is unlikely to continue its rally due to uncertainty about the policies proposed by Trump after his victory in the US presidential election. There is still &quot;a lot&quot; of uncertainty about the scale and extent of Trump&#39;s policies, and even greater uncertainty about their international impact and the policy responses that other countries may take. &quot;Overall, it is too early to draw conclusions about the impact of Trump&#39;s policies, which has led investors to be reluctant to extend the dollar&#39;s rally for the time being.&quot; (Jinshi)

Strategist: Uncertainty remains after Trump's victory, dollar gains are hindered

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".

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

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

Odaily Planet Daily Report: Rong Ren Goh, portfolio manager of <Hanya Investments> in Singapore, said that after Trump took office, market volatility may increase, and this will indeed bring opportunities from a trading perspective. This volatility stems from the uncertainty surrounding how he intends to fulfill some of his campaign promises. Currently, the market is only focused on the prospect of tariffs, as this is the most easily directly leveraged lever under the president's executive order. (Gold Ten)