Group 1: US Dollar - 61% of fund managers believe the US economy will experience a soft landing, up from 37% in April, while 26% expect a hard landing, down from 49% in April [2] - The percentage of investors reducing their dollar exposure in May is the highest since 2006, with dollar exposure hitting a 19-year low [2] - Barclays predicts the Federal Reserve will cut interest rates in December, previously expected in July, with further cuts of 25 basis points anticipated in March, June, and September 2026 [2] Group 2: Non-USD Major Currencies - ECB Governing Council member Mahrouf indicates that monetary policy adjustments will need to be cautious due to the impacts of fragmentation [3] - The Chief Economist of the Bank of England, Pill, suggests that monetary policy measures to ensure CPI returns to target may need to be more persistent [3] - A Bank of America survey shows more investors believe the euro is undervalued in May, while the British pound is considered overvalued [3] Group 3: Other Economic Indicators - India's Trade Minister is scheduled to visit the US for trade talks from May 17 to 20 [4] - Kazakhstan's central bank reports that gold and foreign exchange net reserves reached $50.567 billion in April, a month-on-month increase of 5.3% [4] - The World Travel and Tourism Council forecasts that US tourism revenue will decline by 7% in 2025, equating to a $12.5 billion reduction, making the US the only country expected to see a contraction in its tourism sector [4]
整理:每日全球外汇市场要闻速递(5月14日)
news flash·2025-05-14 07:00