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卖出美国情绪消退
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机构:美国空袭伊朗,投资者应退出美元空头仓位
news flash· 2025-06-22 14:39
Group 1 - The core viewpoint is that the recent U.S. airstrikes against Iran have prompted investors to exit significant short positions on the dollar [1] - The airstrikes are seen as a catalyst for hedge funds and CTAs to unwind their bearish dollar positions, indicating a potential shift in market sentiment towards a slow appreciation of the dollar [1] - The euro, pound, and Swedish krona are particularly vulnerable to large momentum long position liquidations due to this shift in sentiment [1] Group 2 - The strategist continues to favor long positions in euro/Swedish krona as a hedge against deteriorating global risk sentiment and the fading of 'sell America' sentiment, with a target price of 11.40 [1]