ドル全面高、米国のファンダメンタルズを評価か

ドルが全面高の展開。FOMCは予想通りの結果ではあったが、
FOMC理事の利上げ予想は依然として市場の予想よりも高いレベルに有る。
つまり、市場は米経済の強さを過小評価している可能性がある。
貿易戦争が世界経済を冷やす可能性はある。
新興国や中国経済も気になる。
しかし、本当に貿易戦争が景気に影響するまで時間がある。
しかも、その時もっとも影響を被らず、
好調を維持できるのは米経済かもしれない。
これまでのどの局面とも違い、
米経済の好調は他国を凌駕している。
素直にドルが上昇する局面が続くのかもしれない。

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