国际性的对冲基金喜欢利用金属跟美元做对冲,相当长一段时间之内,这种走势不至于改变目前,国际大宗商品价格的走势跟美元走势有着莫大的关系。比如金属、原油基本上跟美元是一个反相关关系,而且相关性非常好且非常清晰。美元为何与大宗商品如此关系密切?可以看到的一个事实是,美元虽然经历了2008年、2009年大幅度下跌,但从今年开始,特别是欧债危机后,所有的避险资金还是选择美元,并由此造成前一波希腊的债务危机时,美元大 International hedge funds like to use metal to hedge with the U.S. dollar. For quite some time, this trend will not change. At present, the trend of international commodity prices has a great relationship with the trend of the U.S. dollar. Such as metals, crude oil is basically an inverse relationship with the dollar, and the correlation is very good and very clear. Why the dollar is so closely linked with commodities? The one fact that can be seen is that although the U.S. dollar experienced a sharp drop in 2008 and 2009, all hedge funds have chosen U.S. dollars since the beginning of this year, especially after the European debt crisis , And the resulting debt crisis in Greece before the last wave, the dollar big