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Market commentary says confusion persists over US dollar policy after Mnuchin's comments, and notes new US tariffs on solar panels and washing machines. The author argues the US has not abandoned its strong dollar policy and that additional trade measures on steel and aluminum may follow.
Expected further US tariffs raise trade-war risk for agricultural exports, while dollar policy uncertainty adds volatility to dollar-priced grain and oilseed contracts.
在过去 13 次中性的贸易事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.3%(31% 上涨;中间一半区间为 -0.7% 至 +0.1%),20 个交易日内为 -0.6%。
在过去 250 次中性的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(50% 上涨;中间一半区间为 -1.4% 至 +1.6%),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。