A Reuters poll of over 70 FX strategists found that most expect the reflation trade to keep driving currency markets for at least another month. Of 65 strategists asked, 50 said the trade would last at least a month, and 33 of those said over three months.
The poll also showed that the consensus for broad dollar weakness over the year was intact despite recent dollar gains.
Expectations of continued reflation point to firmer U.S. yields and a stronger dollar in the near term, which tends to weigh on dollar-denominated feed prices. The longer-run dollar-weakness consensus would support commodity prices if it materializes.
Nach 359 vergangenen Ereignisse (neutral, Makro) bewegte sich US-Dollar (breit) im Median über 5 Handelstage um -0,0 % (49% höher; mittlere Hälfte -0,4 % bis +0,4 %) und über 20 Handelstage um -0,1 %.
Veränderungen des Benchmarks jedes Rohstoffs seit dem letzten Schluss vor dem Ereignis. Historische Werte bündeln frühere Ereignisse derselben Art; sie beschreiben, was passiert ist, nicht was passieren wird. Keine Anlageberatung.