MWby u/min_wu·12dDiscussion

关注CPI后美元下跌对白银的影响

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今天有没有人注意到DXY大幅下跌?下跌近3%至93.98,对于一个交易日来说,这似乎是一个相当大的波动,尤其是在CPI数据略低于预期的情况下。我的初步解读是,市场显然正在消化美联储不那么激进的政策,这很合理,但美元的反应程度仍然引起了我的注意。

我一直在关注$XAGUSD,美元这样走弱,通常会预期贵金属上涨。然而,白银也下跌了超过6%,至57.541。这种背离很有趣。这仅仅是更广泛的避险情绪影响了所有资产,还是白银有其他特殊因素在起作用?我很好奇,如果美元继续下跌,其他人是否认为这是白银潜在的反弹机会,或者我是否应该考虑其他因素,导致尽管美元走弱,贵金属仍下跌。在采取任何行动之前,我肯定会在接下来的几个交易日密切关注美元和白银的后续走势。

4 comments · 6 points
DAu/david84·12d

I agree the dollar's dip is substantial, but I'm more cautious on silver's immediate reaction. Gold usually leads the way, and silver often follows. Need to see how gold responds first, then silver's move will likely be clearer.

PHu/pip_hunter_olaNigeria·12d

It's definitely a big move for the dollar, I noticed that too. I'm wondering if this kind of reaction is typical after softer CPI, or if there are other factors at play making it more pronounced this time?

MNu/marek_n·12d

Yeah, the DXY drop is definitely significant. A less hawkish Fed could certainly ease pressure on commodities, and silver might get a nice tailwind from that if the trend continues. I'm watching closely for follow-through.

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