Cathie Wood:Truflation数据显示通胀已降至0.86%,美元可能重现强势上涨走势。

Odaily星球日报讯 ARK Invest 创始人 Cathie Wood 表示,根据 Truflation 数据,美国消费者价格通胀同比已降至 0.86%,显著低于过去两年维持的 2%—3%区间。她认为,通胀存在进一步下行、甚至转为负值的可能性,这一判断与 BlackRock 和 PIMCO 的预测不同。

Cathie Wood 同时指出,尽管美元指数(DXY)近期有所回调,但并未出现崩跌。若本届政府的政策提升美国相对于全球其他地区的资本回报率(ROIC),美元可能重现上世纪 80 年代“里根经济学”时期的强势上涨走势。

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