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Nomura said the dollar's bounce this week, with US 10-year yields above 3%, was driven by rising commodity prices from geopolitical tensions rather than growth. It recommended selling dollars against the safe-haven yen.
Rising commodity prices from geopolitical tension can lift input costs for feed buyers. The analysis points to yen weakness as a hedge against a dollar that may reverse.
历史可比事件尚不足,暂无法给出历史解读。
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。