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.
在过去 359 次中性的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -0.4% 至 +0.4%),20 个交易日内为 -0.1%。
各商品基准价相对事件前最后收盘价的变动。历史数据汇总同类过往事件;仅描述已发生的情况,不代表未来走势。不构成投资建议。