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.
在最近这种不确定的日子里，如果说人们还对某个市场走向有共同的看法，那就是美元将继续上涨——自去年6月以来美元已经上涨了23%，尽管中间有一些波动。人们还认为，美元不断上涨肯定会使新兴市场的处境更加不利。伦敦SLJ Macro的任永力(Stephen Jen)指出：“2015年新兴市场可能遭遇局部性的货币危机。”
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