摩根大通：外汇展望-海湖庄园，协议与否
摩根·2025-05-07 02:10
Meera Chandan AC (44-20) 7134-2924 meera.chandan@jpmorgan.com J.P. Morgan Securities plc Arindam Sandilya AC (65) 6882-7759 arindam.x.sandilya@jpmorgan.com JPMorgan Chase Bank, N.A., Singapore Branch Our bearish USD view thus far has not been motivated by expectations of any such accords; it is instead explained by underlying fundamentals — both cyclical and possibly structural. The USD weakness year-to-date thus far has been European-led and has not needed any such accords. The moti- vation for USD weaknes ...