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更多资料加入知识星球:水木调研纪要 关注公众号:水木Alpha ab 26 March 2025 Global Research Global FX Strategy FX Compass: Moment of clarity or tariff limbo? Figure 1: Pro-risk G10 currencies have rallied on reduced US tariff fears -0.60 -0.40 -0.20 0.00 0.20 0.40 0.60 0.80 1.00 1.20 JPY EUR NZD CHF GBP NOK AUD CAD SEK Spot FX returns vs USD since 21 March 2025 (%) 更多一手调研纪要和海外投行研报数据加V:shuinu9870 更多一手调研纪要和海外投行研报数据加V:shuinu9870 更多一手调研纪要和海外投行研报数据加V:shuinu9870 更多一手调研纪要和海外投行研报数据加V:shuinu9870 更多一手调研纪要和海外投行研报数据加V:shuinu9870 更多一手调研纪要和海外投行研报数 ...