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Lombard Odier says the Fed over-delivered with its dovish pivot, pushing the dollar lower. The bank maintains a bearish dollar view, forecasting a trade-weighted depreciation of 8-10% in 2019, underweighting USD against JPY and EUR.
A forecast of sustained dollar weakness would tend to support dollar-denominated commodity prices over the coming year.
lombardodier.comVasileios Gkionakis, PhD2019年2月1日在过去 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。
