THby u/thomasandersson·17dDiscussion

Sentimen risk-off meluas ke mata uang utama?

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Dengan $SPX dan $NDX keduanya turun hari ini, apakah kita melihat sentimen risk-off yang lebih luas memengaruhi mata uang utama, ataukah pergerakan mata uang lebih didorong oleh perbedaan bank sentral masing-masing saat ini? Tampaknya sedikit dari keduanya, tetapi kekuatan USD tidak dapat disangkal.

2 comments · 16 points
LSu/lschmidtGermany·17d

I'd lean more towards central bank divergence right now. The market is still trying to price in what the Fed, ECB, and BOJ are going to do next, and that's creating bigger swings than just general risk sentiment.

HUu/hugoschneider·17d

Good point on the USD strength. It's hard to separate the two entirely, but a strong dollar often correlates with a risk-off mood anyway, even if the primary driver is rate differentials.

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