小林说：美元暴跌的背后

[牛大春]

[resso]

又来骂川普

[spring]

https://www.reuters.com/markets/funds/h ... 025-09-16/

Hedging surge reflects crowded trade - long Wall Street, short US dollar

September 16, 20258:30 PM EDTUpdated September 16, 2025

ORLANDO, Florida, Sept 16 (Reuters) - The rush to hedge U.S. equity exposure this year was initially seen as part of a broad 'de-dollarization' process, reflecting global investors' discomfort with President Donald Trump's trade, economic and foreign policy agendas. But, as the months go by and U.S. stocks roar to fresh tech-fueled highs, this theory seems to be crumbling.

[牛大春]

我听完了，关键信息是明年还要跌10%。因为联储要减息。其他主要经济体已经减完了。

https://www.reuters.com/markets/funds/h ... 025-09-16/

Hedging surge reflects crowded trade - long Wall Street, short US dollar

September 16, 20258:30 PM EDTUpdated September 16, 2025

ORLANDO, Florida, Sept 16 (Reuters) - The rush to hedge U.S. equity exposure this year was initially seen as part of a broad 'de-dollarization' process, reflecting global investors' discomfort with President Donald Trump's trade, economic and foreign policy agendas. But, as the months go by and U.S. stocks roar to fresh tech-fueled highs, this theory seems to be crumbling.