
The euro fell 1.8% to about $1.07 after Trump's election win, its worst one-day drop since March 2020. ABN Amro, ING and Manulife expect the euro to slide toward parity with the dollar, and Mizuho and Deutsche Bank forecast $1.03 and $1.05 by year-end.
Wider rate differentials favor the dollar, which lowers dollar-denominated commodity prices and raises the cost of imported feed ingredients for euro-based buyers.
過去の弱気なマクロイベント533件の後、ユーロ(1 EURあたりUSD) は5営業日で中央値 -0.3% 動き(33% が上昇。中央50%は -1.2% から +0.2%)、20営業日では -0.5% 動きました。
過去の強気なマクロイベント2,356件の後、米ドル指数(広範) は5営業日で中央値 +0.2% 動き(60% が上昇。中央50%は -0.3% から +0.7%)、20営業日では +0.4% 動きました。
イベント直前の終値からの各商品ベンチマークの動き。過去の傾向は同種の過去イベントをまとめたものであり、起きたことを示すもので、今後を示すものではありません。投資助言ではありません。
Documents the 1.8% euro drop, its worst day since March 2020, with rate divergence and parity forecasts reflecting the same post-election repricing.
The euro suffered its worst one-day drop since 2020 after Trump's win, as rate divergence and tariff risk drove parity calls; this is the main driver of the 5-day decline.
Euro's worst one-day drop since 2020 is the mirror image of dollar strength, since the euro is the largest weight in the broad index.
Euro fell 1.8% in its worst day since 2020 on rate divergence, mechanically boosting the dollar basket.