美元随着石油提供CAD支持 – Scotiabank，增强地缘政治风险

当市场参与者对针对Scotiabank的首席FX战略家Shaun Osborne Notes发起的以色列空袭的消息时，美元（美元）在地缘政治紧张局势的背后广泛加强。

美元从经典风险规避中受益

“The distribution of FX returns is one of classic risk aversion with underperformance from AUD and NZD, weakness in MXN and SEK, and losses for EUR and GBP. The weakness in classic havens CHF and JPY is somewhat surprising, despite their relative performance vs. G10 peers. The CAD and NOK are faring better, understandably, given their relationship to oil prices. The geopolitical situation remains worrisome and comments from President Trump have hinted为了额外的空袭，更广泛的市场最初会兑现风险，但似乎有所恢复，当我们进入周五的NA开放时，股票期货的膝盖混蛋下降了一半。”

“Treasury yields, meanwhile, have fully retraced their initial declines and are trading marginally higher vs. Thursday's closing levels. The surge in oil prices is notable however, and oil prices are holding onto their overnight gains with WTI trading in the mid-$70s, a significant increase from Thursday's close around $68/bbl and a meaningful departure from recent OPEC oversupply-driven lows just above $55/bbl. Copper is weak,反映了更广泛的市场风险规定的基调，并扩大了最近的熊逆转，而黄金已经推向了新鲜的当地高点，接近平坦范围的上端，这已经定义了其价格行动，因为它在4月下旬达到了纪录。”

“The focus for Friday's NA session will remain centered on geopolitical developments and the possibility of escalation. In terms of data, the US will release preliminary UMich consumer sentiment data—a critical release ahead of next week's FOMC. Policymakers have historically been sensitive to the data, and the figures present an even greater risk following this week's disinflationary CPI and PPI as well as the worrisome jobless claims data that have revealed美国劳动力市场的持续恶化。