Trump threatened to raise import tariffs on Chinese goods from Friday, undermining optimism around US-China trade talks. A Reuters poll showed short positions on the Chinese yuan at their highest since mid-December, while short bets on the Korean won surged.
Renewed trade tension raises the risk of Chinese retaliation and weaker Asian currencies, which can pressure Chinese import demand for soybeans and feed ingredients and weigh on US soy export prospects.
在过去 803 次看跌的贸易事件之后,大豆 在 5 个交易日内中位数变动 +0.0%(51% 上涨;中间一半区间为 -1.7% 至 +1.7%),20 个交易日内为 +0.9%。
在过去 40 次看涨的贸易事件之后,人民币(每 USD 的 CNY) 在 5 个交易日内中位数变动 +0.6%(75% 上涨;中间一半区间为 +0.0% 至 +1.4%),20 个交易日内为 +1.1%。
历史可比事件尚不足,暂无法给出历史解读。
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。
Trump's tariff threat for Friday and yuan short positions at their highest since mid-December show speculative demand to sell CNY, adding to depreciation pressure on 2019-05-09.
Earlier in the week, Trump's tariff threat and record yuan short positioning left the market primed for sharp depreciation once escalation occurred, contributing to the move.