Global FX Outlook 2017:Making the dollar good but not great again
小摩去年11月底出的2017外汇展望Donald Trump's election as President has boosted the dollar more than any previous vote has, given the myriad uncertainties his Administration brings to fiscal, monetary and trade policy. JPM’s tradeweighted USD index, now at a 14-year high, can rise another 2% if Trump’s policies validate the 2017 Fed dots, and 5% cumulative if the 2018 dots start to look realistic.