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The US Dollar has rallied about 2% since the last FOMC meeting in September. Economists at ING are deferring their call for a Dollar sell-off this year.
Even though November and December are seasonally weak months for the Dollar, it is hard to call a turn in the USD trend before year-end.
US data is showing no signs of turning just yet. For that reason, it seems hard for the market to completely price out the risk of one last Fed hike before year-end. This should keep short-dated US yields anchored above 5% and prevent the Dollar from falling too far during any corrections.
Looking into 2024, our call for US economic and rate convergence with stagnant growth elsewhere in the world should mean the Dollar turns lower
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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