市场洞察 | 市场 | 亚洲 Market Insights | Markets | Asia 2/ 看好的新兴市场亚洲多头为韩元、台币、⻢来西亚林吉特和新加坡元（Danny） 3/ 美元兑⼈⺠币中间价⾸次⾃四⽉初以来跌破 7.20 + 美元兑离岸⼈⺠币下⾏交易策略 Five things you need to know: 4/ Shifting landscape between EM vs G10 FX dynamics: USD underperformance increasingly EM-led 你需要知道的五件事： 1/ GS lowers US recession odds, raises US growth views, revises up S&P forecasts, and lifts China GDP growth 1/ ⾼盛下调美国衰退概率，上调美国增⻓预期，修正上调标普预测，并提升中国 GDP 增⻓预期 2/ Favored EM Asia longs are KRW, TWD, MYR and SGD (Danny) 3/ USDCNY fixing came in bel ...

Group 1 - The thawing of US-China trade relations has led to significant optimism on Wall Street, with stocks like Tesla, Alibaba, and Amazon experiencing gains [1][2][11] - Betting markets indicate a substantial decrease in the odds of a recession in 2025, dropping from 66% to 39% within two weeks [3][2] - The S&P 500 Index ETF opened 3% or higher on a Monday for the first time since November 2020, crossing back over its 200-day moving average, signaling a bullish long-term trend [4][11] Group 2 - The Cboe Volatility Index (VIX) has shown historical patterns where spikes above $45 are followed by significant gains in the S&P 500 Index, suggesting a potential bullish outlook [7][10] - The recent trade deals with the UK and China are expected to create a domino effect, leading to quicker and more frequent agreements, which may positively influence equity markets [10][11]