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Barclays analysts argue that the multi-year US dollar rally is at risk of ending unless the Trump administration delivers a substantial fiscal boost including tax reform. Markets have concluded that the promised tax and spending plans will be far smaller than campaign pledges.
The dollar is currently the second-worst performer among the ten largest currencies.
A weaker dollar would lift dollar-denominated commodity prices and make US feed exports more competitive abroad. Buyers should watch whether fiscal policy stalls the dollar's rise.
在过去 1,637 次看跌的宏观事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.2%(39% 上涨;中间一半区间为 -0.6% 至 +0.3%),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。