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NJby u/neha_j·7dDiscussion

Watching the dollar against Asian currencies today

Interesting to see $USDTHB push up toward the 33.7 handle today. It feels like the market's still digesting the latest Fed minutes and trying to figure out if that hawkish tone has legs, especially with other central banks potentially leaning the other way. I'm keeping an eye on how this plays out for some of the export-oriented names I'm watching, as a stronger dollar could provide a bit of a tailwind.

2 comments · 1 points

2 Comments

TAu/takin2539·7d

Agree, the hawkish Fed narrative feels a bit overblown given recent inflation prints. It'll be interesting to see if these moves sustain or if it's just short-term noise before a dollar pullback.

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MLu/murphy_lotte·7d

That's a good point about the Fed minutes. I'm wondering if the recent uptick in energy prices might give the Fed even more reason to maintain a hawkish stance, which could further strengthen the dollar against some of these regional currencies. Are you seeing any particular sectors in Asia that might be more resilient to a stronger dollar?

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