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Westpac analysts expect the US dollar to struggle to make much headway over the next three months. They cite soft May CPI inflation of 0.1%, weak growth and inflation that do not justify a hawkish Fed, and political risks to the Republican agenda.
They expect the dollar to resume its uptrend by year-end only if those risks fade.
A flat-to-weaker dollar outlook is mildly supportive for dollar-priced feed commodities. The forecast is a conditional macro view with limited immediate supply or demand impact.
在过去 359 次中性的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.0%(49% 上涨;中间一半区间为 -0.4% 至 +0.4%),20 个交易日内为 -0.1%。
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。