摩根大通：全球利率、大宗商品、货币及新兴市场展望和策略
2025-07-04 01:35
Global Macro Research June 30th, 2025 Global Macro Outlook and Strategy Global Rates, Commodities, Currencies and Emerging Markets Luis Oganes AC (44-20) 7742-1420 luis.oganes@jpmorgan.com J.P. Morgan Securities plc See the end pages of this presentation for analyst certification and important disclosures. {[{xTcfaSlj-ZSQMv-ljRpIMwb8de_IkRyUQgSEehgsqRWyU9rJnLYnzA}]} Overall summary US Rates While we continue to find value at the front-end, front-end yields have declined to 2-month lows, aided in part by cri ...