
Euro zone stocks rose sharply on Monday after Emmanuel Macron, the market-favoured candidate, won the first round of the French presidential election. The euro jumped about 1.3 percent to $1.0873, briefly reaching $1.0940, and the yen weakened against it.
A reduced risk of a French exit from the EU strengthens the euro against the dollar, which matters for dollar-priced grain and oilseed import costs in Europe. The effect on feed commodity prices themselves is limited.
在过去 18 次看涨的地缘政治事件之后,欧元(每 EUR 的 USD) 在 5 个交易日内中位数变动 +1.9%(83% 上涨;中间一半区间为 +0.9% 至 +2.0%),20 个交易日内为 +2.0%。
在过去 33 次看跌的地缘政治事件之后,美元(广义) 在 5 个交易日内中位数变动 -0.6%(33% 上涨;中间一半区间为 -1.5% 至 +0.2%),20 个交易日内为 -0.8%。
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。
Macron's first-round win cut political-risk premia, and the euro jumped about 1.3% to $1.0873, matching the size of the move on the day.