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暫無留言。 來發表第一則觀點吧。 暫無留言。 來發表第一則觀點吧。Economists at the Bank of America expect moderate USD softness with strong productivity growth not factored into the USD outlook.
The current rapid technological progress, especially the advent of AI applications and chatbots, parallels the tech boom of the mid-90s. This previous era of technological advancement led to significant productivity growth and considerable USD strength.
Our base case scenario envisages moderate USD softness through the end of next year, with no strong productivity growth incorporated in the USD outlook. Despite optimism that technological progress will result in higher productivity, we foresee the US remaining in a softer growth mode for the medium term. This implies a EUR/USD that is around the 1.15 level by the end of next year, eventually moving towards fair value in the 1.20's.
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
暫無留言。 來發表第一則觀點吧。