德商银行：欧元兑美元看涨押注合理性获支撑

Core Viewpoint - The analysis by Deutsche Bank suggests that the bullish bets on the euro against the dollar are justified due to perceived threats to the independence of the Federal Reserve [1] Group 1: Market Analysis - Deutsche Bank analyst Thu Lan Nguyen highlights that the foreign exchange options market shows a strong preference for bullish positions on the euro, nearing a six-week high in the three-month euro/dollar risk reversal indicator [1] - The comments from U.S. Treasury Secretary Mnuchin regarding a review of the Federal Reserve's operational mechanisms coincide with President Trump's repeated calls for interest rate cuts, raising concerns about potential administrative interference in the Fed's independence [1] Group 2: Implications - Nguyen warns that the current political climate, particularly the Trump administration's actions, should raise alarms about the potential for increased administrative influence over the Federal Reserve [1]