Wall Street Matteo Colombo/Getty Images

Трамптың доллармен ойнауы

ЛОНДОН – АҚШ президенттігіне Дональд Трамп келген сегіз айдың ішіндегі ең қызық нәрсе – әлемнің басты валюталарына қатысты доллар бағамының құбылуы болды. Трамптың жеңісінен соң біраз шарықтаған доллар сәуір айынан құлдырай бастады.

Мұны бірнеше себеппен түсіндіруге болады. Трамптың көптен күткен экономикалық өсім бағдарламасы жүзеге аспады, әрі оны Конгрестен өткізудің де еш мүмкіндігі қалмады. Екіншіден, әлемнің қалған бөлігі, соның ішінде әсіресе еуроаймақ Трамп сайланғалы бері күткендегіден жақсы нәтижеге жетті.

Мен ондаған жылдар бойы валюта нарығының қыр-сырына терең бойлап, осы салаға уақытымды сарп еткенмін, сондықтан болып жатқан нәрсенің барлығын толық білу ақылға сыймайтыны анық дер едім. Дегенмен, бүгінгі тенденциялардың циклдық түсіндірмелерінен бөлек үшінші бір түсіндірме айқындалып келе жатыр: нарықтар доллар құнының үстіне Трамп президенттігінің кесірінен болған белгісіздіктің үстемақысын қосып отыр.

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