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低频范围贸易中的美元闲置 – Scotiabank

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Scotiabank的首席FX策略师Shaun Osborne和Eric Theoret Note,市场的开端很慢,低Vol夏季交易仍然掩盖了更广泛的发展。

随着关注转移到周五应付的鲍威尔评论,美元几乎没有变化

“There is clearly much to digest and understand from Friday's Trump/Putin meeting—details may become clearer with today's gathering in Washington—but implications for markets remains opaque at this point. Instead, investors are likely to focus more on developments ahead. There are some US data reports out over the next few days but the key focus for markets will be the late week Jackson Hole event and Fed Chair Powell's speech on Friday (10ET) to see if this year's comments telegraph coming rate削减了他2024年的讲话的方式。”

“由于为决策者解决了许多不确定性,尚不清楚鲍威尔会觉得他能够在这次的政策前景中提供尽可能多的确定性。

“当天,美元本身狭窄地混合在一起,使DXY上周下旬看到的范围保持不变。我们对美元的长期前景保持负面影响(美联储(最终)会 – 即使通货膨胀可能保持粘性,美国的增长势头也可能会放缓,但不可持续的政策是不可持续的),但在短暂的范围内可能会造成更多的交易。”

(tagstotranslate)DollarIndex(T)银行(T)Fed



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