外汇与利率情绪调查：寻找信号-FX and Rates Sentiment Survey_ Searching for signal

Accessible version FX and Rates Sentiment Survey Searching for signal Key takeaways Disparate DM views Limited consensus stands out in this month's survey across DM while EM optimism continues to climb. Equal number of investors have conviction being long vs short rates and respondents are split across short/ long risk, short USD, vs long commodities (Exhibit 1). While long risk is still viewed as a crowded trade, more are becoming concerned about short USD (Exhibit 6). Aggregated global duration exposure a ...