
Analysts said U.S. tariffs under President Trump have undermined confidence in the dollar and disrupted the flow of trade dollars into U.S. assets. Asian currencies have rallied sharply against the dollar as a result.
Tariffs reduce Chinese exporters' access to U.S. customers, which weakens their dollar receipts and can cut into demand for U.S. farm goods. A weaker dollar generally supports US commodity export prices.
在过去 39 次看跌的贸易事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.4%(26% 上涨;中间一半区间为 -1.1% 至 +0.0%),20 个交易日内为 -0.8%。
在过去 22 次看跌的贸易事件之后,人民币(每 USD 的 CNY) 在 5 个交易日内中位数变动 -0.1%(41% 上涨;中间一半区间为 -0.7% 至 +0.3%),20 个交易日内为 -0.3%。
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。
Tariff-driven loss of confidence in the dollar and a broad Asian FX rally explain the dollar-weakness backdrop behind the yuan's gain.