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野村:特朗普可能的外交举措;鲍威尔;即将到来的关税
2025-06-23 13:16

Key focus and themes Global Markets Research Foreign Exchange Asia exJapan/Euro Area/Europe Trump's possible diplomacy; Powell; impending tariffs Which of the following most closely matches your expectations for the IsraelIran conflict over the next two weeks? | Fig. 1: Top five top­conviction strategy trades in order (scale 1­5) | | --- | | ★★★★★ | | | Top 5 FX and Rates Trades | | ★★★★★ | | | --- | --- | --- | --- | --- | --- | --- | | Countries | Trade | bp move | bp move from | Target | Timeline | Convi ...