摩根士丹利：全球宏观策略_全球外汇定位_多头美元定位偏差
摩根大通·2024-10-28 00:26
更多资料加入知识星球:水木调研纪委 关注公众号:水木纪委 Morgan Stanley | RESEARCH October 21, 2024 08:19 AM GMT Global Macro Strategy | Global Global FX Positioning: Long USD Positioning Bias In the week ending Friday, October 18, options pricing data indicate that investors reduced short CAD and GBP positions, and added short NOK (versus EUR) and SEK n (versus EUR) positions. In the futures market, investors reduced short USD (DXY) positions, while they cut back on long AUD and NZD positions in the week ending Tuesday, October 15. O ...