$VRA $VLR $哭哭马
💰💰【Wind Direction Change! Trump's Tariff Threat, Is the Dollar Actually 'Cowering'?】
Trump once again raises the tariff stick against Canada, but the dollar weakens in response! Deutsche Bank's latest analysis states: The Canadian dollar may continue to strengthen this year, and the USD/CAD exchange rate may fall to 1.35! 📉
· The Trump administration threatens to impose tariffs on Canada, but the market's reaction is unexpected
· The dollar weakens overall, providing support for the Canadian dollar
· Analysts predict: The USD/CAD exchange rate may gradually decline from the current level, targeting 1.35 by the end of 2026
📌 Core Logic: Why is the dollar 'strong but weak'?
1. The independence of the Federal Reserve is in doubt
Concerns about political interference are increasing, and the market is betting that the U.S. may significantly cut interest rates
2. The Canadian economy is stabilizing
The real economy is expected to stabilize this year, providing fundamental support for the Canadian dollar
3. Trade agreements are key variables
If the U.S. and Canada fail to reach a comprehensive agreement, or if the revision of the USMCA encounters obstacles, recovery may still slow
If the dollar weakens as expected and the Canadian dollar strengthens, cross-border capital flows and commodity pricing logic may adjust. For investors focused on the North American market, exchange rate fluctuations may bring new investment opportunities!
The market is sometimes like a psychological war: when everyone is focused on the tariff threat, capital quietly bets on the long-term logic behind the policies. The exchange rate is not just a number; it is a dialogue between expectations and reality.
👇 What do you think? Can the Canadian dollar really outperform the U.S. dollar this year?
Feel free to leave your thoughts in the comments!
