G10 FX Strategy_ G10 Currency Summaries
Stanford University;Human-Centered Artificial Intelligence·2025-02-12 02:01
February 7, 2025 12:44 PM GMT G10 FX Strategy | Global G10 Currency Summaries Morgan Stanley's top G10 FX strategy views including key fundamental catalysts and technical levels to watch. Key Takeaways USD View: Bearish | Skew: Bearish We are bearish on the DXY as we think US fiscal expectations have ample scope to unwind and US exceptionalism is largely priced. EUR View: Bullish | Skew: Bullish We see scope for market pricing of US neutral rates to fall versus the euro area, providing a tailwind for EUR/US ...