
Bloomberg reports that some asset managers expect the dollar to weaken despite the Fed's expected rate hike at its September 26 meeting. BNP Paribas Asset Management sees the broad dollar falling about 10% within six to nine months, and Invesco forecasts a roughly 2% drop against the euro by year-end.
Both are watching for comments on trade tensions.
A weaker dollar would support US commodity prices and lift export competitiveness for soybeans, corn and meal, while raising costs for importers. The forecasts are contrarian views rather than confirmed trends.
過去の弱気なマクロイベント1,637件の後、米ドル指数(広範) は5営業日で中央値 -0.2% 動き(39% が上昇。中央50%は -0.6% から +0.3%)、20営業日では -0.2% 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。