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美元交易拥挤
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摩根大通全球固收主管Bob Michele:美联储可能对“怎么做”感到茫然。美联储在重大政策上犯错的风险相当低。美元已经出现交易拥挤。众多大型机构并没有看到“出售美国(资产)这种交易模式”。(彭博电视)
news flash· 2025-05-07 17:48
Core Viewpoint - The Federal Reserve may be confused about how to proceed with its policies, but the risk of making significant policy errors is relatively low [1] Group 1 - Bob Michele, the global head of fixed income at JPMorgan, suggests that there is a crowded trade in the dollar [1] - Many large institutions have not identified a trend of "selling U.S. assets" as a trading strategy [1]