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Goldman Sachs expects USD/CNY to fall further, citing optimism around US-China trade talks and a shift from short to long yuan positions. It said the move could be swift and event-driven near term, with the PBOC likely guiding a more gradual adjustment.
A lower USD/CNY, meaning a stronger yuan, can lift Chinese import purchasing power for soybeans and other feed inputs. The forecast is a currency view rather than a direct supply change.
investinglive.comEamonn Sheridan6 Mei 2025Setelah 362 peristiwa makro bearish sebelumnya, Yuan Tiongkok (CNY per USD) bergerak median -0,1% selama 5 sesi (42% lebih tinggi; separuh tengah -0,4% sampai +0,1%), 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.
Goldman's call for further USD/CNY declines, with short-to-long yuan position shifts and trade-talk optimism, reflects the sentiment and positioning that contributed to the move.
