乌克兰的欧元现金储备大幅增加

Core Insights - Ukraine's euro-denominated international assets have more than doubled since early November, reaching 10% by early May, despite still being a small proportion of total reserves [1] - The share of dollar holdings has decreased by 6 percentage points to 82.9% during the same period, indicating a shift in currency preference [1] - Total foreign exchange reserves in Ukraine are nearly $46.7 billion, with $39 billion held in dollars [1] Group 1 - The increase in euro reserves reflects a weakening of U.S. support and a rise in EU assistance amid the ongoing Russia-Ukraine conflict [1] - This trend highlights Ukraine's long-term efforts to establish closer economic ties with the EU and a broader market trend of declining interest in dollar assets during trade tensions [1] - Funds received from the EU in euros are being held in the central bank's government accounts as part of international reserves, contributing to the upward trend [1] Group 2 - The National Bank of Ukraine has begun discussions with the IMF regarding the potential to replace the dollar with the euro as the official reference currency [1]