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Wells Fargo's Brendan McKenna says the US economy may slow below 2% in 2020, leading markets to price in more Fed easing. He expects the dollar could fall about 5% broadly against G10 and emerging currencies.
A weaker dollar would lift dollar-denominated US feed commodity prices and improve export competitiveness for US grains and meal. This is a strategist forecast, not a new event.
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。