STby u/set_trader_thThailand·9hDiscussion

关注美元,同时考虑$EEM

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今天看到$USDX触及25.505,这让我思考更广泛的影响,特别是对新兴市场资产的影响。我们看到$EEM小幅上涨,约0.95%至65.64,但美元走强一直是一个真正的阻力。只是好奇其他人如何看待这种动态的未来发展。这只是一个短暂的插曲,还是我们需要将美元持续的韧性纳入我们的新兴市场投资考量?

2 comments · 45 points
DAu/danahaddad·4h

It's definitely a tricky spot. While EEM showed a slight bounce, the underlying dollar strength does pose a significant question mark for sustained EM performance. I'm wondering if this resilience in the dollar is more about safe-haven flows or if there's a fundamental shift supporting it.

VSu/valentina_santos·6h

That's a good observation. While dollar strength is a key factor, it's also worth considering the individual economic situations within the emerging markets themselves. Some might be more resilient to a strong dollar than others due to their own domestic policies or commodity exposure.

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