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Rabobank's Christian Lawrence said the Colombian peso is the best-performing currency so far in 2018. He expects USD/COP to move largely in line with oil prices, with oil likely to peak near current levels before falling later in the year.
Rabobank also forecasts a 25bp central bank rate cut this year and sees USD/COP returning above 2900 in the second half.
The peso's direction tracks oil, so a peak in crude later in 2018 would weaken support for the currency and raise dollar-denominated import costs for Colombian feed buyers.
历史可比事件尚不足,暂无法给出历史解读。
在过去 102 次中性的宏观事件之后,原油(WTI) 在 5 个交易日内中位数变动 -0.1%(49% 上涨;中间一半区间为 -3.3% 至 +2.5%),20 个交易日内为 +1.8%。
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。