Memuat…
Nordea analyst Andreas Steno Larsen argues that markets are underpricing further Fed rate cuts, citing tighter USD liquidity and a strong dollar that often precede global slowdowns. He notes that almost no major central banks have a higher policy rate than the Fed.
He expects the Fed will need to narrow its rate spread with peers to end the global slowdown.
A strong dollar raises the local-currency cost of dollar-denominated feed imports for emerging markets, which can weigh on demand. If the Fed eases more than priced in, the dollar could weaken and support commodity prices.
teletrade.org29 Okt 2019Setelah 359 peristiwa makro netral sebelumnya, Dolar AS (Luas) bergerak median -0,0% selama 5 sesi (49% lebih tinggi; separuh tengah -0,4% sampai +0,4%), dan -0,1% selama 20 sesi.
Pergerakan benchmark setiap komoditas dari penutupan terakhir sebelum peristiwa. Pembacaan historis menggabungkan peristiwa serupa di masa lalu; itu menggambarkan apa yang terjadi, bukan apa yang akan terjadi. Bukan nasihat investasi.
