Memuat…
Lombard Odier expects the dollar to weaken in 2019 after its 2018 rally, which was driven by wider US-rest of world rate differentials. It expects US fiscal stimulus to fade and the twin-deficit problem to raise US risk premia.
The bank also flagged global downturn and US-China trade escalation as risks to its view.
A weaker dollar in 2019 would support US dollar-denominated grain and meal exports. The forecast depends on trade and growth risks that could change the outlook.
lombardodier.comVasileios Gkionakis, PhD13 Nov 2018Setelah 1.637 peristiwa makro bearish sebelumnya, Dolar AS (Luas) bergerak median -0,2% selama 5 sesi (39% lebih tinggi; separuh tengah -0,6% sampai +0,3%), dan -0,2% 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.
