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ING expects the dollar to stay firm in the short term after Fed Chair Powell's hawkish Senate testimony triggered a dollar rally. ING still expects a broad-based dollar decline over the longer run, as markets may be underestimating US hard-landing risks.
A firm near-term dollar pressures dollar-priced commodities and US export competitiveness, while the expected longer-run decline would support them later.
在过去 2,356 次看涨的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 +0.2%(60% 上涨;中间一半区间为 -0.3% 至 +0.7%),20 个交易日内为 +0.4%。
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。