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Dollar strength emerged across the board yesterday. It is hard to argue with the strong Dollar, economists at ING report.
May's core PCE deflator is expected at a firm 0.3-0.4% MoM, consistent with the Fed's view that core inflation is not falling quickly enough. That should keep US rates and the Dollar firm.
The challenge today will be month and quarter-end portfolio rebalancing flows. The outperformance of US equity benchmarks over the last month and quarter could generate some Dollar selling. We prefer to see rebalancing as more of a risk to a preferred view that the Dollar stays strong given what seems a clear macro story.
DXY could edge up to the 103.65 area unless fixing flows take their toll.
See – US Core PCE Bank Expectations: Fed preferred inflation measure to make little progress
風險提示：本文所述僅代表作者個人觀點，不代表 Followme 的官方立場。Followme 不對內容的準確性、完整性或可靠性作出任何保證，對於基於該內容所採取的任何行為，不承擔任何責任，除非另有書面明確說明。
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