关于KC和新兴市场外汇相关性的思考
由原文自动翻译 · 阅读原文 (English)
今天看到 $KC 再次上涨，达到10.05，这让我不禁思考它对一些新兴市场货币的间接拉动作用，尤其是那些依赖农产品出口的国家。这不是直接相关，但更好的大宗商品价格通常会支撑这些经济体，这可能是我拉丁美洲外汇观察名单的一个微妙利好因素。
2 comments · 1 points
ADu/ado·10d
Interesting point on $KC and EM FX. I've been looking more at the direct commodities like copper for Chile, but the broader agricultural uplift is a valid angle, especially for countries with diverse agricultural exports.
KMu/kwame_mensah·10d
It's an interesting thought, but I'd be careful overstating the direct impact of one commodity like KC on broad EM FX, even in LatAm. Other factors are likely far more significant for those currencies.
参与原帖讨论 →
Traderforum · 简体中文