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The dollar index is losing the war premium it built during the Iran conflict and is on track for its third-biggest decline of the year. Emerging market equities and broad risk assets are rallying as the dollar weakens.
A weaker dollar and firmer emerging-market demand can support commodity import demand and lift prices for dollar-priced feed ingredients.
在过去 1,637 次看跌的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.2%(39% 上涨;中间一半区间为 -0.6% 至 +0.3%),20 个交易日内为 -0.2%。
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。
The dollar was shedding its war-driven premium as risk assets and emerging-market currencies rallied, which is consistent with the sharp drop that day.