If there is consensus on any single trade these uncertain days, it is that the dollar will continue rising, up 23 per cent since June, albeit with some volatility. Equally, there is agreement that an ascendant dollar will only aggravate the negative circumstances of emerging markets. “2015 may turn out to be the year of localised emerging market currency crises,” notes Stephen Jen, of SLJ Macro in London.
在最近這種不確定的日子裏，如果說人們還對某個市場走向有共同的看法，那就是美元將繼續上漲——自去年6月以來美元已經上漲了23%，儘管中間有一些波動。人們還認爲，美元不斷上漲肯定會使新興市場的處境更加不利。倫敦SLJ Macro的任永力(Stephen Jen)指出：「2015年新興市場可能遭遇區域性性的貨幣危機。」
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