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Credit Suisse's Asia-Pacific chief investment officer warned that the US dollar could rebound as the Fed raises rates, which the market may be underpricing. He noted that markets expect three Fed hikes this year.
He also flagged Thailand's expensive stocks and debt-funded consumption as risks.
A dollar rebound would raise the local-currency cost of dollar-priced feed imports across emerging Asia. It would also tend to weigh on US dollar-denominated commodity prices.
nationthailand.com2018年2月5日在过去 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。
