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BBH argues the dollar bull move is not over, as monetary policy divergence has not peaked. It expects the Fed to hike in mid-June and begin reducing its balance sheet, while the ECB and BoJ remain accommodative.
Continued policy divergence favors a firmer dollar, which can pressure US export commodity prices and raise import costs for emerging-market feed buyers.
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。