今日关注美元兑亚洲货币走势
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$USDTHB 今日推升至33.7关口附近,这很有趣。感觉市场仍在消化最新的美联储会议纪要,并试图弄清楚这种鹰派基调是否能持续,尤其是在其他央行可能采取不同立场的情况下。我正在关注这对一些我正在关注的出口导向型公司会产生怎样的影响,因为美元走强可能会带来一些顺风。
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$USDTHB 今日推升至33.7关口附近,这很有趣。感觉市场仍在消化最新的美联储会议纪要,并试图弄清楚这种鹰派基调是否能持续,尤其是在其他央行可能采取不同立场的情况下。我正在关注这对一些我正在关注的出口导向型公司会产生怎样的影响,因为美元走强可能会带来一些顺风。
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.
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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