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Commerzbank says the dollar is still supported by Trumpflation expectations but has limited room for further gains. It warns that Trump's trade plans, including a possible trade war with China or Mexico, pose risks to the US economy.
Trade-war risk could hit US export demand for grains and oilseeds while also weighing on the dollar, creating two-sided pressure on dollar-priced feed ingredients.
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。