EUR: Markets shrug off fears of European exit from US assets – ING
Oleh FXStreet Insights Team
Tarikh Diterbitkan: 21 Jan 2026 | Tarikh Diubah: 21 Jan 2026
ARTIKEL POPULAR
Brief concerns over a European pullback from US assets faded quickly, with markets showing little follow-through despite Davos-driven hopes of geopolitical easing, ING's FX analyst Francesco Pesole notes.
Brief concerns over a European pullback from US assets faded quickly, with markets showing little follow-through despite Davos-driven hopes of geopolitical easing, ING's FX analyst Francesco Pesole notes.
EUR/USD seen below 1.170 despite Davos optimism
"A headline about Danish pension fund AkademinerPension exiting US Treasuries yesterday briefly fuelled extra concerns about a European exodus from US assets, despite the actual size of the fund’s holdings being very small in December ($100m). Markets aren’t following through on these concerns this morning, and if Davos brings some geopolitical de-escalation, the associated EUR gains may start to be trimmed today."
"Our view is that unless bond volatility spikes again – not our baseline – EUR/USD belongs below 1.170 in a seasonally strong period for USD and in light of the recent hawkish repricing of front-end USD yields."
"In the rest of Europe, we are also wary of chasing the rally in SEK much further for now. EUR/SEK is trading at over 2% short-term undervaluation and may be due to an upward correction – we believe to 10.80 – before re-establishing a medium-term depreciation trend."
Lebih sejuta pengguna bergantung pada FXStreet untuk data pasaran masa nyata, alat carta, pandangan pakar dan berita Forex. Kalendar ekonomi yang komprehensif dan webinar pendidikan mereka membantu pedagang kekal bermaklumat dan membuat keputusan yang dikira. FXStreet disokong oleh pasukan kira-kira 60 profesional di ibu pejabat Barcelona dan pelbagai wilayah global.
Baca Lagi
