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An FX strategist argues the dollar is unlikely to keep rising as the U.S.-led trade war escalates, citing Harley-Davidson's plan to shift production after EU retaliatory tariffs. The note expects U.S. growth forecasts to be too optimistic given trade tensions.
A weaker dollar expectation would support dollar-priced commodities, while escalating tariffs would still weigh on export demand for U.S. farm goods.
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。