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高盛:宏观研究焦点_中东风险、美国疲软数据信号、人民币升值
Goldman Sachs·2025-06-26 14:09

25 June 2025 | 5:01PM EDT What's Top of Mind in Macro Research: Middle East risks, US soft data signals, CNY appreciation This week: Transcript Middle East reprieve, but risks remain Beyond the energy impacts, renewed escalation could also activate Dollar safe-haven flows, as initially occurred in response to the recent developments, though we ultimately expect the Dollar to continue weakening against a broad range of currencies as investors reassess US assets' relative return prospects. As such, the Dollar ...