A Reuters poll of over 70 FX strategists found that most expect the reflation trade to keep driving currency markets for at least another month. Of 65 strategists asked, 50 said the trade would last at least a month, and 33 of those said over three months.
The poll also showed that the consensus for broad dollar weakness over the year was intact despite recent dollar gains.
Expectations of continued reflation point to firmer U.S. yields and a stronger dollar in the near term, which tends to weigh on dollar-denominated feed prices. The longer-run dollar-weakness consensus would support commodity prices if it materializes.
과거 중립 거시 이벤트 359건 이후, 미국 달러 (광의 지수)은 5거래일 동안 중앙값 -0.0% 변동(상승 49%; 중간 50% 범위 -0.4%~+0.4%), 20거래일 동안 -0.1%.
각 품목 벤치마크의 이벤트 직전 종가 대비 변동. 과거 수치는 같은 유형의 과거 이벤트를 합산한 것으로, 일어난 일을 설명할 뿐 앞으로 일어날 일이 아닙니다. 투자 자문이 아닙니다.