Memuat…
The Federal Reserve delivered an emergency 50 basis point rate cut, and the dollar initially weakened against major currencies with high-yield currencies performing strongly. The analysis expects possibly three stages of easing totaling 100 basis points and warns that Covid-19 is both a supply and demand shock.
Further Fed cuts are expected to weaken the dollar, which supports dollar-priced commodities, but high volatility argues against adding carry trades in emerging market currencies.
think.ing.comChris Turner3 Mar 2020Setelah 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.
