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A columnist argues that the market tailwind behind yuan strength in 2021 may fade in 2022 as yield differentials narrow and the US tightens monetary policy. China's property sector problems, energy crunch and Covid cases are cited as ongoing drags.
A weaker yuan in 2022 would raise the dollar cost of Chinese grain and meal imports, which could slightly weigh on demand at current prices.
在过去 398 次看涨的宏观事件之后,人民币(每 USD 的 CNY) 在 5 个交易日内中位数变动 +0.0%(56% 上涨;中间一半区间为 -0.3% 至 +0.5%),20 个交易日内为 +0.0%。
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。