高盛宏观：你需要了解的五件事!
Goldman Sachs·2025-07-15 01:58
市场洞察 - 重点报道 --- Market Insights - Marque e Market Insights | Markets | Asia 市场洞察 | 市场 | 亚洲 GS Macro: Five things you need to know ⾼盛宏观：你需要了解的五件事 Hope you had a great weekend 希望你度过了⼀个愉快的周末 Five things you need to know: 你需要了解的五件事： 1/ ⾼盛周末——思想领袖观点及周末宏观预测 2/ China xing thoughts; USDCNH to 7.10 in next 2-3mths 2/ 中国汇率调整观点；未来 2-3 个⽉美元兑离岸⼈⺠币将⾄ 7.10 3/ GS clients now see US equities to outperform Europe; Dollar shorts remain cons; still curve steepener 3/ ⾼盛客⼾现预期美国股市将跑赢欧洲；美元空头仍被视为错误；曲线仍呈陡峭趋势 4/ AUD: revising foreca ...