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ING expects US February CPI to come in near consensus at 0.3% month-on-month core, with downside risk toward 0.2%. Markets were pricing a first Fed rate cut in June, and the dollar index had recently reached its 2024 high.
A softer-than-expected CPI would reduce dollar strength and could support US-priced commodity exports, though the link to feed prices is indirect.
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。